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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
TECL icon
976
Direxion Daily Technology Bull 3x ETF
TECL
$5.92B
$243K 0.01%
+1,491
New +$269K
VLU icon
977
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$773M
$242K 0.01%
+1,022
New +$237K
VRSK icon
978
Verisk Analytics
VRSK
$24.2B
$242K 0.01%
+1,346
New +$237K
UPW icon
979
ProShares Ultra Utilities
UPW
$14.2M
$242K 0.01%
+10,051
New +$241K
APP icon
980
Applovin
APP
$107B
$242K 0.01%
+495
New +$239K
DG icon
981
Dollar General
DG
$29.4B
$241K 0.01%
+2,097
New +$238K
EMB icon
982
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$241K 0.01%
2,501
-502
-17% -$48.1K
RSPF icon
983
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$313M
$240K 0.01%
+3,143
New +$238K
EAGG icon
984
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.07B
$240K 0.01%
+5,066
New +$240K
BNDW icon
985
Vanguard Total World Bond ETF
BNDW
$1.89B
$240K 0.01%
3,500
-28
-0.8% -$1.91K
BAR icon
986
GraniteShares Gold Shares
BAR
$1.44B
$240K 0.01%
+5,832
New +$259K
OKLS
987
DELISTED
Defiance Daily Target 2X Short OKLO ETF
OKLS
$240K 0.01%
+12,062
New +$337K
USO icon
988
United States Oil Fund
USO
$1.61B
$239K 0.01%
+2,246
New +$294K
BHK icon
989
BlackRock Core Bond Trust
BHK
$646M
$239K 0.01%
+26,140
New +$237K
PBR icon
990
Petrobras
PBR
$130B
$239K 0.01%
14,747
-71
-0.5% -$1.39K
OUSA icon
991
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$742M
$238K 0.01%
+4,063
New +$235K
AAPX icon
992
T-Rex 2X Long Apple Daily Target ETF
AAPX
$7.09M
$238K 0.01%
+7,173
New +$228K
CCJ icon
993
Cameco
CCJ
$43.9B
$238K 0.01%
+2,306
New +$259K
CTAS icon
994
Cintas
CTAS
$80.2B
$236K 0.01%
+1,386
New +$240K
KEYS icon
995
Keysight
KEYS
$55.7B
$235K 0.01%
+673
New +$230K
CAH icon
996
Cardinal Health
CAH
$57.5B
$234K 0.01%
+1,099
New +$228K
TEL icon
997
TE Connectivity
TEL
$60.4B
$234K 0.01%
+1,142
New +$243K
DSI icon
998
iShares MSCI KLD 400 Social ETF
DSI
$5.52B
$234K 0.01%
1,640
-1,479
-47% -$203K
BDX icon
999
Becton Dickinson
BDX
$50.3B
$233K 0.01%
+1,567
New +$234K
SPG icon
1000
Simon Property Group
SPG
$67.8B
$232K 0.01%
1,039
-239
-19% -$49.2K
38 39
40
41 42

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KWA
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SGM
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SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
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SQA
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ROIC
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BHIA
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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.