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StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
-0.18%
1 Year Est. Return
+21.3%
3 Year Est. Return
+67.54%
5 Year Est. Return
+78.7%
10 Year Est. Return
–
AUM
$1.86B
AUM Growth
-$447M
Cap. Flow
-$414M
Cap. Flow %
-22.26%
Top 10 Hldgs %
32.06%
Holding
1,331
New
244
Increased
221
Reduced
428
Closed
414

Top Buys

Rank Stock Value
1
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$22M
2
RACE icon
Ferrari
RACE
+$17.1M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$12.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.88M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$8.17M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.6M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$18.3M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$14.1M
4
NVDA icon
NVIDIA
NVDA
+$12.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.9M

Sector Composition

Rank Sector Weight
1 Technology 8.11%
2 Financials 4.07%
3 Consumer Discretionary 3.13%
4 Industrials 2.9%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAP
1301
ProCap Acquisition Corp
PCAP
$327M
– –
-52,280
Closed -$530K
CRCA
1302
ProShares Ultra CRCL
CRCA
$81.8M
– –
-6,027
Closed -$243K
CRCG
1303
Leverage Shares 2X Long CRCL Daily ETF
CRCG
$85M
– –
-13,581
Closed -$353K
LABX
1304
Tradr 2X Long ALAB Daily ETF
LABX
$8.98M
– –
-23,538
Closed -$179K
SPEG
1305
Silver Pegasus Acquisition Corp
SPEG
– –
-50,008
Closed -$503K
POM
1306
Pomdoctor Ltd
POM
$5.29M
– –
-565
Closed -$3K
BDCI
1307
BTC Development Corp
BDCI
$350M
– –
-52,500
Closed -$526K
MBVIW
1308
M3-Brigade Acquisition VI Corp Warrant
MBVIW
– –
-12,148
Closed -$4.5K
GSRF
1309
GSR IV Acquisition Corp
GSRF
$299M
– –
-132,536
Closed -$1.32M
FUSE
1310
Fusemachines Inc
FUSE
$25.5M
– –
-10,177
Closed -$16.8K
AKRE
1311
Akre Focus ETF
AKRE
$5.14B
– –
-5,347
Closed -$351K
GIW
1312
GigCapital8
GIW
$368M
– –
-161,800
Closed -$1.6M
GSOL
1313
Grayscale Solana Staking ETF
GSOL
$92.3M
– –
-24,437
Closed -$222K
YCY.WS
1314
AA Mission Acquisition Corp II Warrants
YCY.WS
– –
-21,601
Closed -$4.33K
BMNZ
1315
Defiance Daily Target 2X Short BMNR ETF
BMNZ
$9.07M
– –
-23,787
Closed -$568K
APXT
1316
Apex Treasury Corp
APXT
$466M
– –
-221,994
Closed -$2.2M
DYOR
1317
Insight Digital Partners II
DYOR
– –
-50,980
Closed -$505K
ALIS
1318
Calisa Acquisition Corp
ALIS
$85.5M
– –
-84,331
Closed -$837K
VACI
1319
Viking Acquisition Corp I
VACI
$311M
– –
-116,674
Closed -$1.16M
BCSS
1320
Bain Capital GSS Investment Corp
BCSS
$597M
– –
-40,988
Closed -$413K
OPENZ
1321
Opendoor Technologies Inc Series Z Warrants
OPENZ
$5.72M
– –
-10,048
Closed -$4.01K
IGACU
1322
Invest Green Acquisition Corp Units
IGACU
– –
-50,100
Closed -$503K
SCIIU
1323
SC II Acquisition Corp Units
SCIIU
– –
-164,273
Closed -$1.65M
TDWD
1324
Tailwind 2.0 Acquisition Corp
TDWD
– –
-203,493
Closed -$2M
MESHU
1325
Meshflow Acquisition Corp Units
MESHU
– –
-105,961
Closed -$1.06M
50 51 52
53
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Similar funds

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

StoneX Group's Q1 2026 Portfolio in Review

As of Q1 2026, StoneX Group held 1,331 positions worth $1.86B, down 19% from $2.3B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

StoneX Group withdrew a net $414M in Q1 2026, closing 414 positions and reducing 428 holdings. Its most notable exit was SPDR Gold MiniShares Trust, an estimated $10.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 9.8% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, StoneX Group opened a new position in Ferrari worth $16.5M.

  • StoneX Group's largest Q1 2026 buy was Ferrari: 48,754 shares worth $16.5M.
  • StoneX Group added most to VanEck Uranium + Nuclear Energy ETF in Q1 2026, an estimated $22M increase.
  • StoneX Group's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $23.6M.
  • StoneX Group fully exited SPDR Gold MiniShares Trust in Q1 2026, selling an estimated $10.7M.
  • StoneX Group's ten largest holdings make up 32% of its $1.86B portfolio in Q1 2026.
  • StoneX Group opened 244 new positions and closed 414 in Q1 2026.
  • StoneX Group's portfolio value fell 19% quarter-over-quarter to $1.86B.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.