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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
MSOX icon
1151
AdvisorShares MSOS 2X Daily ETF
MSOX
$69.9M
$135K 0.01%
+37,155
New +$118K
SMR icon
1152
NuScale Power
SMR
$3.98B
$134K 0.01%
+12,189
New +$137K
BITU icon
1153
ProShares Ultra Bitcoin ETF
BITU
$519M
$134K 0.01%
+12,744
New +$163K
TSLZ icon
1154
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$27.1M
$133K 0.01%
11,171
+254
+2% +$3.34K
NVDY icon
1155
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.44B
$132K 0.01%
10,063
-3,655
-27% -$49.5K
BLW icon
1156
BlackRock Limited Duration Income Trust
BLW
$491M
$131K 0.01%
+10,498
New +$132K
BTAL icon
1157
AGF US Market Neutral Anti-Beta Fund
BTAL
$296M
$131K 0.01%
+11,754
New +$143K
ERY icon
1158
Direxion Daily Energy Bear 2X ETF
ERY
$39.8M
$129K 0.01%
+11,987
New +$139K
VHCP
1159
Vine Hill Capital Investment Corp II
VHCP
$309M
$129K 0.01%
+12,900
New +$129K
KD icon
1160
Kyndryl
KD
$2.86B
$127K 0.01%
+10,483
New +$131K
CCO icon
1161
Clear Channel Outdoor Holdings
CCO
$1.21B
$127K 0.01%
+52,576
New +$126K
MFIC icon
1162
MidCap Financial Investment
MFIC
$792M
$121K ﹤0.01%
+11,470
New +$126K
RLJ icon
1163
RLJ Lodging Trust
RLJ
$1.67B
$118K ﹤0.01%
+13,126
New +$123K
IACQU
1164
Irenic Acquisition Corp Unit
IACQU
$117K ﹤0.01%
+11,684
New +$118K
ZTR
1165
Virtus Total Return Fund
ZTR
$338M
$113K ﹤0.01%
+16,768
New +$113K
IGR
1166
CBRE Global Real Estate Income Fund
IGR
$681M
$113K ﹤0.01%
+8,151
New +$114K
ANY icon
1167
Sphere 3D
ANY
$20.2M
$111K ﹤0.01%
54,660
+40,968
+299% +$92.6K
ACP
1168
abrdn Income Credit Strategies Fund
ACP
$621M
$107K ﹤0.01%
20,438
+5,106
+33% +$27.1K
SOLZ
1169
Solana ETF
SOLZ
$115M
$107K ﹤0.01%
+14,448
New +$117K
ABEO icon
1170
Abeona Therapeutics
ABEO
$343M
$106K ﹤0.01%
+17,295
New +$95K
SMCY
1171
YieldMax SMCI Option Income Strategy ETF
SMCY
$155M
$105K ﹤0.01%
+15,475
New +$95K
USAS
1172
Americas Gold and Silver
USAS
$1.81B
$104K ﹤0.01%
21,951
+1,351
+7% +$7.8K
IOYY
1173
GraniteShares YieldBOOST IONQ ETF
IOYY
$4.73M
$103K ﹤0.01%
+11,740
New +$106K
FTMA
1174
Franklin Massachusetts Municipal Income ETF
FTMA
$282M
$103K ﹤0.01%
+11,272
New +$102K
AAC.U
1175
Ares Acquisition Corporation III Units
AAC.U
$103K ﹤0.01%
+10,200
New +$103K
45 46
47
48 49

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.