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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
PCN
1126
PIMCO Corporate & Income Strategy Fund
PCN
$888M
$172K 0.01%
14,248
-4,318
-23% -$51.3K
JQC icon
1127
Nuveen Credit Strategies Income Fund
JQC
$705M
$172K 0.01%
+35,304
New +$170K
AMYY
1128
GraniteShares YieldBOOST AMD ETF
AMYY
$9.05M
$171K 0.01%
+10,516
New +$170K
FTMH
1129
Franklin Municipal High Yield ETF
FTMH
$554M
$170K 0.01%
14,330
– –
CUB
1130
Lionheart Holdings
CUB
$285M
$168K 0.01%
+15,645
New +$169K
FMACU
1131
Future Money Acquisition Corp Units
FMACU
$168K 0.01%
16,800
+3,925
+30% +$39.5K
APLY icon
1132
YieldMax AAPL Option Income Strategy ETF
APLY
$96.6M
$164K 0.01%
+13,318
New +$162K
CHW
1133
Calamos Global Dynamic Income Fund
CHW
$547M
$162K 0.01%
+18,206
New +$155K
TRGS
1134
TRG Latin America Acquisitions Corp
TRGS
$259M
$161K 0.01%
+16,321
New +$161K
JACS
1135
Jackson Acquisition Co II
JACS
$317M
$160K 0.01%
+15,017
New +$159K
BTCL
1136
T-Rex 2X Long Bitcoin Daily Target ETF
BTCL
$36.6M
$159K 0.01%
+10,270
New +$172K
VACI
1137
Viking Acquisition Corp I
VACI
$221M
$158K 0.01%
+15,708
New +$160K
SGHC icon
1138
SGHC Ltd
SGHC
$7.11B
$154K 0.01%
+12,144
New +$154K
BIZD icon
1139
VanEck BDC Income ETF
BIZD
$1.69B
$154K 0.01%
11,710
-1,012
-8% -$12.8K
PSFE icon
1140
Paysafe
PSFE
$350M
$153K 0.01%
+20,467
New +$160K
ASTN
1141
Defiance Daily Target 2X Short ASTS ETF
ASTN
$3.6M
$153K 0.01%
+40,086
New +$392K
SVAQ
1142
Silicon Valley Acquisition Corp
SVAQ
$295M
$151K 0.01%
+15,000
New +$150K
PAYO icon
1143
Payoneer
PAYO
$2.43B
$151K 0.01%
+22,962
New +$126K
VVR icon
1144
Invesco Senior Income Trust
VVR
$449M
$150K 0.01%
+48,949
New +$150K
UNL icon
1145
United States 12 Month Natural Gas Fund
UNL
$15.8M
$150K 0.01%
+23,165
New +$151K
ISD
1146
PGIM High Yield Bond Fund
ISD
$408M
$150K 0.01%
+11,440
New +$150K
SVM
1147
Silvercorp Metals
SVM
$2.76B
$149K 0.01%
+14,767
New +$178K
YETH
1148
Roundhill Ether Covered Call Strategy ETF
YETH
$62.4M
$145K 0.01%
+15,626
New +$164K
RGTIW icon
1149
Rigetti Computing Warrants
RGTIW
$141M
$142K 0.01%
+12,324
New +$114K
LEO
1150
BNY Mellon Strategic Municipals
LEO
$378M
$139K 0.01%
+21,642
New +$138K
44 45
46
47 48

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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.