We are live on ! Find out more
SG

StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
Cap. Flow
+$403M
Cap. Flow %
16.23%
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169

Top Buys

Rank Stock Value
1
KT icon
KT
KT
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
XEL icon
Xcel Energy
XEL
+$14.2M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$12.1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$10M

Top Sells

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$16.7M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.95M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.72M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.44M
5
MUU
Direxion Daily MU Bull 2X ETF
MUU
+$4.12M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.91%
2 Technology 8.68%
3 Financials 5.92%
4 Industrials 3.11%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIVI icon
901
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.77B
$268K 0.01%
6,221
+1,120
+22% +$47.6K
BOXX icon
902
Alpha Architect 1-3 Month Box ETF
BOXX
$14.8B
$268K 0.01%
+2,291
New +$267K
VIOV icon
903
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.88B
$268K 0.01%
2,280
-10
-0.4% -$1.11K
SKRE icon
904
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
$5.19M
$267K 0.01%
37,274
+26,864
+258% +$198K
GOLD
905
Gold.com Inc
GOLD
$1.34B
$267K 0.01%
6,418
-1,499
-19% -$64.5K
SW
906
Smurfit Westrock
SW
$24B
$266K 0.01%
+6,200
New +$256K
RF icon
907
Regions Financial
RF
$25.9B
$266K 0.01%
+8,751
New +$246K
FNK icon
908
First Trust Mid Cap Value AlphaDEX Fund
FNK
$234M
$266K 0.01%
+4,357
New +$259K
FRST icon
909
Primis Financial Corp
FRST
$406M
$266K 0.01%
+17,048
New +$249K
VIXY icon
910
ProShares VIX Short-Term Futures ETF
VIXY
$210M
$265K 0.01%
+11,774
New +$309K
IUSG icon
911
iShares Core S&P US Growth ETF
IUSG
$33.5B
$265K 0.01%
1,407
-545
-28% -$98.4K
GOEX icon
912
Global X Gold Explorers ETF NEW
GOEX
$140M
$265K 0.01%
+3,418
New +$278K
INTW
913
GraniteShares 2x Long INTC Daily ETF
INTW
$318M
$264K 0.01%
1,060
-109,260
-99% -$3.39M
GDV icon
914
Gabelli Dividend & Income Trust
GDV
$2.62B
$264K 0.01%
9,050
+1,015
+13% +$29.4K
FV icon
915
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$264K 0.01%
3,571
+11
+0.3% +$758
MKSI icon
916
MKS Inc
MKSI
$17.6B
$264K 0.01%
+846
New +$265K
SYLD icon
917
Cambria Shareholder Yield ETF
SYLD
$1.03B
$264K 0.01%
3,335
-564
-14% -$44.2K
TETH
918
21Shares Ethereum Staking ETF
TETH
$17M
$262K 0.01%
+25,559
New +$262K
IHDG icon
919
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.16B
$262K 0.01%
+5,079
New +$258K
TEM
920
Tempus AI
TEM
$11.7B
$262K 0.01%
+4,974
New +$249K
FJAN icon
921
FT Vest US Equity Buffer ETF January
FJAN
$1.48B
$260K 0.01%
+4,751
New +$256K
PAYC icon
922
Paycom
PAYC
$10.4B
$260K 0.01%
+1,974
New +$257K
MSSM
923
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$717M
$260K 0.01%
+4,338
New +$251K
GM icon
924
General Motors
GM
$77B
$260K 0.01%
+3,366
New +$264K
RQI icon
925
Cohen & Steers Quality Income Realty Fund
RQI
$1.63B
$259K 0.01%
+20,217
New +$262K
35 36
37
38 39

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

StoneX Group's Q2 2026 Portfolio in Review

As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.

  • StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
  • StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
  • StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.95M.
  • StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
  • StoneX Group opened 716 new positions and closed 169 in Q2 2026.
  • StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.