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StoneX Group Portfolio holdings
AUM
$2.48B
Turnover
54.19%
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
(+34%)
Cap. Flow
+$403M
Cap. Flow % of AUM
Cap. Flow %
16.23%
Top 10 Holdings %
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169
Avg Time Held
1.6
years
Top 10 Avg Time Held
3.7
years
Top 20 Avg Time Held
2.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KT
KT
|
+$29.3M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$20.4M |
| 3 |
Xcel Energy
XEL
|
+$14.2M |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$12.1M |
| 5 |
Direxion Daily Semiconductor Bull 3X ETF
SOXL
|
+$10M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ferrari
RACE
|
+$16.7M |
| 2 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$9.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.72M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$5.44M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1126
PIMCO Corporate & Income Strategy Fund
PCN
$809M
| $172K | 0.01% |
14,248
-4,318
| -23% | -$51.3K |
2024 Q2
8 quarters
|
|
1127
Nuveen Credit Strategies Income Fund
JQC
$662M
| $172K | 0.01% |
+35,304
| New | +$170K |
2026 Q2
0 quarters
|
|
1128
GraniteShares YieldBOOST AMD ETF
AMYY
$8.17M
| $171K | 0.01% |
+10,516
| New | +$170K |
2026 Q2
0 quarters
|
|
1129
Franklin Municipal High Yield ETF
FTMH
$542M
| $170K | 0.01% |
14,330
| – | – |
2025 Q4
2 quarters
|
|
1130
Lionheart Holdings
CUB
$286M
| $168K | 0.01% |
+15,645
| New | +$169K |
2026 Q2
0 quarters
|
|
1131
Future Money Acquisition Corp Units
FMACU
| $168K | 0.01% |
16,800
+3,925
| +30% | +$39.5K |
2026 Q1
1 quarter
|
|
1132
YieldMax AAPL Option Income Strategy ETF
APLY
$123M
| $164K | 0.01% |
+13,318
| New | +$162K |
2026 Q2
0 quarters
|
|
1133
Calamos Global Dynamic Income Fund
CHW
$492M
| $162K | 0.01% |
+18,206
| New | +$155K |
2026 Q2
0 quarters
|
|
1134
TRG Latin America Acquisitions Corp
TRGS
$259M
| $161K | 0.01% |
+16,321
| New | +$161K |
2026 Q2
0 quarters
|
|
1135
Jackson Acquisition Co II
JACS
$320M
| $160K | 0.01% |
+15,017
| New | +$159K |
2026 Q2
0 quarters
|
|
1136
T-Rex 2X Long Bitcoin Daily Target ETF
BTCL
$34.5M
| $159K | 0.01% |
+10,270
| New | +$172K |
2026 Q2
0 quarters
|
|
|
VACI
1137
DELISTED
Viking Acquisition Corp I
VACI
| $158K | 0.01% |
+15,708
| New | +$160K |
2026 Q2
0 quarters
|
|
1138
SGHC Ltd
SGHC
$5.51B
| $154K | 0.01% |
+12,144
| New | +$154K |
2026 Q2
0 quarters
|
|
1139
VanEck BDC Income ETF
BIZD
$1.41B
| $154K | 0.01% |
11,710
-1,012
| -8% | -$12.8K |
2026 Q1
1 quarter
|
|
1140
Paysafe
PSFE
$300M
| $153K | 0.01% |
+20,467
| New | +$160K |
2026 Q2
0 quarters
|
|
1141
Defiance Daily Target 2X Short ASTS ETF
ASTN
$26.9M
| $153K | 0.01% |
+10,022
| New | +$392K |
2026 Q2
0 quarters
|
|
1142
Silicon Valley Acquisition Corp
SVAQ
$298M
| $151K | 0.01% |
+15,000
| New | +$150K |
2026 Q2
0 quarters
|
|
1143
Payoneer
PAYO
$2.42B
| $151K | 0.01% |
+22,962
| New | +$126K |
2026 Q2
0 quarters
|
|
1144
Invesco Senior Income Trust
VVR
$434M
| $150K | 0.01% |
+48,949
| New | +$150K |
2026 Q2
0 quarters
|
|
1145
United States 12 Month Natural Gas Fund
UNL
$14.4M
| $150K | 0.01% |
+23,165
| New | +$151K |
2026 Q2
0 quarters
|
|
1146
PGIM High Yield Bond Fund
ISD
$378M
| $150K | 0.01% |
+11,440
| New | +$150K |
2026 Q2
0 quarters
|
|
1147
Silvercorp Metals
SVM
$1.87B
| $149K | 0.01% |
+14,767
| New | +$178K |
2026 Q2
0 quarters
|
|
1148
Roundhill Ether Covered Call Strategy ETF
YETH
$56.6M
| $145K | 0.01% |
+15,626
| New | +$164K |
2026 Q2
0 quarters
|
|
1149
Rigetti Computing Warrants
RGTIW
$63.7M
| $142K | 0.01% |
+12,324
| New | +$114K |
2026 Q2
0 quarters
|
|
1150
BNY Mellon Strategic Municipals
LEO
$354M
| $139K | 0.01% |
+21,642
| New | +$138K |
2026 Q2
0 quarters
|
|
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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 $9.9M.
- 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.