We are live on ! Find out more
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
CNVS icon
1476
Cineverse
CNVS
$54.9M
– –
-15,299
Closed -$36.7K
DBC icon
1477
Invesco DB Commodity Index Tracking Fund
DBC
$1.89B
– –
-8,813
Closed -$256K
DBEF icon
1478
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.41B
– –
-4,456
Closed -$220K
DFAR icon
1479
Dimensional US Real Estate ETF
DFAR
$1.73B
– –
-16,046
Closed -$379K
DJP icon
1480
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$873M
– –
-7,635
Closed -$364K
EA
1481
DELISTED
Electronic Arts
EA
– –
-1,268
Closed -$259K
ECC
1482
Eagle Point Credit Company
ECC
$521M
– –
-13,836
Closed -$52K
ECL icon
1483
Ecolab
ECL
$78.3B
– –
-866
Closed -$231K
EDV icon
1484
Vanguard World Funds Extended Duration ETF
EDV
$3.75B
– –
-4,870
Closed -$316K
ERX icon
1485
Direxion Daily Energy Bull 2X ETF
ERX
$251M
– –
-4,752
Closed -$490K
ESGD icon
1486
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-2,566
Closed -$245K
ESLT icon
1487
Elbit Systems
ESLT
$33B
– –
-286
Closed -$243K
EWH icon
1488
iShares MSCI Hong Kong ETF
EWH
$1.2B
– –
-14,235
Closed -$329K
EWU icon
1489
iShares MSCI United Kingdom ETF
EWU
$3.81B
– –
-6,960
Closed -$317K
F icon
1490
Ford
F
$58.3B
– –
-11,552
Closed -$133K
FBTC icon
1491
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
– –
-4,016
Closed -$237K
FLTR icon
1492
VanEck IG Floating Rate ETF
FLTR
$3.2B
– –
-16,002
Closed -$408K
FSK icon
1493
FS KKR Capital
FSK
$3.44B
– –
-11,502
Closed -$117K
FSLY icon
1494
Fastly Inc
FSLY
$3.28B
– –
-7,523
Closed -$219K
FSMD icon
1495
Fidelity Small-Mid Multifactor ETF
FSMD
$2.56B
– –
-4,502
Closed -$201K
FTSD icon
1496
Franklin Short Duration US Government ETF
FTSD
$328M
– –
-2,270
Closed -$206K
FTXO icon
1497
First Trust Nasdaq Bank ETF
FTXO
$304M
– –
-8,454
Closed -$306K
GBTC icon
1498
Grayscale Bitcoin Trust
GBTC
$12B
– –
-5,745
Closed -$303K
GETY icon
1499
Getty Images
GETY
$98.1M
– –
-12,994
Closed -$10.3K
GNS icon
1500
Genius Group
GNS
$34.8M
– –
-22,437
Closed -$7.3K
58 59
60
61 62

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.