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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
LIMN
1426
Liminatus Pharma
LIMN
$4.98M
$3.93K ﹤0.01%
+521
New +$4.5K
IGACR
1427
Invest Green Acquisition Corp Rights
IGACR
$3.9K ﹤0.01%
24,400
-600
-2% -$107
MACIW
1428
Melar Acquisition Corp I Warrant
MACIW
$3.8K ﹤0.01%
29,171
+18,816
+182% +$2.46K
IEAGR
1429
Infinite Eagle Acquisition Corp Rights
IEAGR
$3.79K ﹤0.01%
23,643
-5,550
-19% -$1.06K
ITP icon
1430
IT Tech Packaging
ITP
$2.74M
$3.75K ﹤0.01%
+19,739
New +$3.86K
VSTD
1431
DELISTED
Vestand Inc
VSTD
$3.67K ﹤0.01%
+10,005
New +$3.55K
KWM
1432
K Wave Media Ltd
KWM
$4M
$3.54K ﹤0.01%
+599
New +$5.46K
GV
1433
DELISTED
Visionary Holdings
GV
$3.36K ﹤0.01%
12,460
-3,551
-22% -$875
ITOC
1434
iTonic Holdings
ITOC
$5.46M
$3.31K ﹤0.01%
+11,037
New +$3.58K
VSEEW
1435
DELISTED
VSEE HEALTH INC WTS 29
VSEEW
$3.2K ﹤0.01%
97,275
+64,850
+200% +$2.48K
ONFOW icon
1436
Onfolio Holdings Warrant
ONFOW
$90.1K
$3.12K ﹤0.01%
63,264
+42,176
+200% +$2.8K
GPUS
1437
Hyperscale Data Inc
GPUS
$26.1M
$3.03K ﹤0.01%
+4,306
New +$3.64K
ALP
1438
Alpha Compute
ALP
$7.69M
$3.02K ﹤0.01%
+12,451
New +$3.65K
SNYR
1439
Synergy CHC Corp
SNYR
$1.53M
$3K ﹤0.01%
+15,109
New +$5.34K
CPOP icon
1440
Pop Culture Group
CPOP
$3.78M
$2.74K ﹤0.01%
+2,944
New +$8.93K
MYXXW
1441
Maywood Acquisition Corp 2 Warrants
MYXXW
$2.45K ﹤0.01%
+37,500
New +$2.16K
MGN
1442
Megan Holdings Ltd
MGN
$582K
$2.13K ﹤0.01%
+13,455
New +$2.32K
XELAP
1443
DELISTED
Exela Technologies, Inc. 6.00% Series B Cumulative Convertible Perpetual Preferred Stock
XELAP
$2K ﹤0.01%
397,697
+265,679
+201% +$1.34K
PECEW
1444
Peace Acquisition Corp Warrant
PECEW
$501K
$1.94K ﹤0.01%
+25,700
New +$2.42K
SAGU.RT
1445
Shreya Acquisition Group Rights
SAGU.RT
$1.9K ﹤0.01%
+10,000
New +$1.98K
NCL
1446
DELISTED
Northann Corp
NCL
$1.72K ﹤0.01%
+10,815
New +$1.72K
WALDW icon
1447
Waldencast PLC Warrant
WALDW
$3.51M
$1.59K ﹤0.01%
48,200
-1,900
-4% -$83
SMXWW
1448
SMX (Security Matters) Public Ltd Warrant
SMXWW
$609K
$1.55K ﹤0.01%
+41,685
New +$1.71K
EMISR
1449
Emmis Acquisition Corp Rights
EMISR
$1.45K ﹤0.01%
14,500
– –
DFLIW icon
1450
Dragonfly Energy Holdings Warrant
DFLIW
$1.18K ﹤0.01%
28,203
+16,921
+150% +$711
56 57
58
59 60

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KWA
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SGM
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SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
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SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
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.