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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
BMO icon
1026
Bank of Montreal
BMO
$122B
$225K 0.01%
+1,340
New +$211K
JUNM
1027
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$67.3M
$225K 0.01%
+6,400
New +$223K
CORO
1028
iShares International Country Rotation Active ETF
CORO
$8.52B
$224K 0.01%
+6,125
New +$216K
TWLO icon
1029
Twilio
TWLO
$35.8B
$224K 0.01%
+1,146
New +$203K
SPIB icon
1030
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$224K 0.01%
6,697
-338
-5% -$11.3K
JD icon
1031
JD.com
JD
$38.2B
$223K 0.01%
+8,766
New +$258K
ZS icon
1032
Zscaler
ZS
$27.7B
$223K 0.01%
1,579
-1,699
-52% -$237K
ESPO icon
1033
VanEck Video Gaming and eSports ETF
ESPO
$254M
$222K 0.01%
+2,468
New +$222K
SOLV icon
1034
Solventum
SOLV
$15.6B
$222K 0.01%
+2,996
New +$218K
DBND icon
1035
DoubleLine Opportunistic Bond ETF
DBND
$766M
$222K 0.01%
+4,867
New +$222K
KOLD icon
1036
ProShares UltraShort Bloomberg Natural Gas
KOLD
$108M
$222K 0.01%
+9,152
New +$222K
FNX icon
1037
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.39B
$221K 0.01%
1,513
-672
-31% -$93.1K
XLRE icon
1038
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.26B
$220K 0.01%
5,007
– –
PML
1039
PIMCO Municipal Income Fund II
PML
$481M
$220K 0.01%
29,192
+16,666
+133% +$125K
LGOV icon
1040
First Trust Long Duration Opportunities ETF
LGOV
$627M
$220K 0.01%
+10,257
New +$220K
XSD icon
1041
State Street SPDR S&P Semiconductor ETF
XSD
$2.62B
$219K 0.01%
+416
New +$218K
PECEU
1042
Peace Acquisition Corp Units
PECEU
$219K 0.01%
+21,801
New +$225K
PSFF icon
1043
Pacer Swan SOS Fund of Funds ETF
PSFF
$609M
$219K 0.01%
+6,414
New +$216K
HPF
1044
John Hancock Preferred Income Fund II
HPF
$331M
$219K 0.01%
13,810
+3,341
+32% +$53.1K
PSX icon
1045
Phillips 66
PSX
$102B
$219K 0.01%
1,296
-1,169
-47% -$201K
IBKR icon
1046
Interactive Brokers
IBKR
$42B
$219K 0.01%
+2,516
New +$209K
VTHR icon
1047
Vanguard Russell 3000 ETF
VTHR
$4.86B
$219K 0.01%
+658
New +$211K
GTLS
1048
DELISTED
Chart Industries
GTLS
$218K 0.01%
1,049
-16
-2% -$3.32K
AGZ icon
1049
iShares Agency Bond ETF
AGZ
$632M
$218K 0.01%
1,997
– –
GJAN icon
1050
FT Vest US Equity Moderate Buffer ETF January
GJAN
$440M
$218K 0.01%
+4,845
New +$214K
40 41
42
43 44

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.