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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
WFC icon
1576
Wells Fargo
WFC
$272B
– –
-11,040
Closed -$879K
WPM icon
1577
Wheaton Precious Metals
WPM
$70.4B
– –
-5,715
Closed -$750K
XDEC icon
1578
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$204M
– –
-5,557
Closed -$224K
XES icon
1579
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$406M
– –
-3,035
Closed -$353K
YMAX icon
1580
YieldMax Universe Fund of Option Income ETFs
YMAX
$382M
– –
-10,514
Closed -$82.3K
UCFIW
1581
CN Healthy Food Tech Group Warrant
UCFIW
– –
-204,519
Closed -$18.4K
SFEB
1582
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$130M
– –
-8,600
Closed -$204K
AIRJW
1583
AirJoule Technologies Warrant
AIRJW
$59.7M
– –
-14,891
Closed -$8.34K
TDTH
1584
Trident Digital Tech Holdings
TDTH
$2.14B
– –
-380
Closed -$2.18K
QQQP
1585
Tradr 2X Long Innovation 100 Quarterly ETF
QQQP
$12.7M
– –
-23,751
Closed -$3.6M
TSMZ
1586
Direxion Daily TSM Bear 1X ETF
TSMZ
$2.51M
– –
-10,751
Closed -$113K
SMBS
1587
Schwab Mortgage-Backed Securities ETF
SMBS
$6.54B
– –
-8,509
Closed -$217K
RMSG
1588
Real Messenger Corp
RMSG
$5.68M
– –
-11,435
Closed -$7.27K
SMCL
1589
GraniteShares 2x Long SMCI Daily ETF
SMCL
$47.2M
– –
-11,512
Closed -$132K
TSYY
1590
GraniteShares YieldBOOST TSLA ETF
TSYY
$61.1M
– –
-1,940
Closed -$53.8K
UFG
1591
Uni-Fuels Holdings
UFG
$19.6M
– –
-12,095
Closed -$9.86K
QCJA
1592
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$83.1M
– –
-10,266
Closed -$221K
ROBN
1593
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$141M
– –
-10,878
Closed -$187K
SHYM
1594
iShares Short Duration High Yield Muni Active ETF
SHYM
$821M
– –
-9,935
Closed -$219K
NXXT
1595
NextNRG Inc
NXXT
$37.1M
– –
-16,003
Closed -$6.4K
OSRH
1596
DELISTED
OSR Health
OSRH
– –
-15,435
Closed -$9.31K
DMAAR
1597
Drugs Made In America Acquisition Corp Rights
DMAAR
– –
-42,120
Closed -$2.54K
FFAI
1598
Faraday Future Intelligent Electric
FFAI
$7.13M
– –
-86
Closed -$3.56K
COIG
1599
Leverage Shares 2X Long COIN Daily ETF
COIG
$11.1M
– –
-13,411
Closed -$92.7K
SOLT
1600
2x Solana ETF
SOLT
$180M
– –
-7,144
Closed -$324K
62 63
64
65 66

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SG
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KWA
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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.