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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
UTL icon
1076
Unitil
UTL
$979M
$207K 0.01%
+3,937
New +$204K
PFLD icon
1077
AAM Low Duration Preferred and Income Securities ETF
PFLD
$400M
$207K 0.01%
+10,590
New +$208K
GLTR icon
1078
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.76B
$207K 0.01%
+1,088
New +$230K
HL icon
1079
Hecla Mining
HL
$13.9B
$207K 0.01%
13,400
+349
+3% +$6.13K
VBF icon
1080
Invesco Bond Fund
VBF
$167M
$206K 0.01%
+13,678
New +$205K
IBHF icon
1081
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$738M
$206K 0.01%
+9,046
New +$206K
EMXC icon
1082
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$204K 0.01%
+1,998
New +$189K
MDB icon
1083
MongoDB
MDB
$29.7B
$204K 0.01%
+631
New +$189K
BSCQ icon
1084
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.41B
$203K 0.01%
+10,419
New +$204K
FXU icon
1085
First Trust Utilities AlphaDEX Fund
FXU
$791M
$203K 0.01%
+4,161
New +$203K
TOTL icon
1086
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.92B
$203K 0.01%
+5,134
New +$203K
OVL icon
1087
Overlay Shares Large Cap Equity ETF
OVL
$436M
$203K 0.01%
+3,582
New +$200K
BCAT icon
1088
BlackRock Capital Allocation Term Trust
BCAT
$1.68B
$202K 0.01%
+12,700
New +$195K
IGRO icon
1089
iShares International Dividend Growth ETF
IGRO
$1.32B
$202K 0.01%
+2,292
New +$201K
UST icon
1090
ProShares Ultra 7-10 Year Treasury
UST
$13.7M
$202K 0.01%
+4,745
New +$202K
EDOW icon
1091
First Trust Dow 30 Equal Weight ETF
EDOW
$327M
$202K 0.01%
+4,631
New +$199K
UBRL
1092
GraniteShares 2x Long UBER Daily ETF
UBRL
$22.2M
$202K 0.01%
+13,038
New +$208K
ARKG icon
1093
ARK Genomic Revolution ETF
ARKG
$2.02B
$202K 0.01%
+4,796
New +$153K
OIH icon
1094
VanEck Oil Services ETF
OIH
$2.1B
$202K 0.01%
+482
New +$202K
JPME icon
1095
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$479M
$202K 0.01%
1,625
-1,234
-43% -$149K
TZA icon
1096
Direxion Daily Small Cap Bear 3x ETF
TZA
$237M
$201K 0.01%
5,300
+538
+11% +$26K
FLUT icon
1097
Flutter Entertainment
FLUT
$17.4B
$201K 0.01%
+1,974
New +$204K
BSOL
1098
Bitwise Solana Staking ETF
BSOL
$823M
$201K 0.01%
17,939
-1,660
-8% -$18.1K
BINC icon
1099
BlackRock Flexible Income ETF
BINC
$16.6B
$201K 0.01%
+3,834
New +$200K
SYF icon
1100
Synchrony
SYF
$26B
$200K 0.01%
+2,632
New +$193K
42 43
44
45 46

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SGM
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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.