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StoneX Group

StoneX Group Portfolio holdings

AUM $2.75B Turnover 58.43%
1-Year Est. Return 24.25%
 

StoneX Group is a financial services firm that has six lines of business: foreign exchange, securities, physical commodities, global payments, commercial hedging, and clearing and execution services. It was known as INTL FCStone until 2020, a name chosen in 2011 after International Assets Holding Corporation merged with FCStone Group. In 2019 it launched a prime brokerage division that clears trades for hedge funds, mutual funds and family offices. In 2020 StoneX agreed to buy GAIN Capital, the operator of the Forex.com and City Index retail trading brands.

This Fund
S&P 500
This Quarter Est. Return
+0.56%
1 Year Est. Return
+24.25%
3 Year Est. Return
+92.46%
5 Year Est. Return
+94.65%
10 Year Est. Return
+286.67%
AUM
$2.75B
AUM Growth
+$267M
Cap. Flow
+$299M
Cap. Flow %
10.87%
Top 10 Hldgs %
25.44%
Holding
2,403
New
939
Increased
616
Reduced
368
Closed
465
Avg Time Held
1.3 years
Top 10 Avg Time Held
3.9 years
Top 20 Avg Time Held
2.7 years

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$27.9M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$21.3M
3
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.4M
4
MU icon
Micron Technology
MU
+$14.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.54M

Top Sells

Rank Stock Value
1
KT icon
KT
KT
+$25.8M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.1M
3
XEL icon
Xcel Energy
XEL
+$13.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$9.9M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.27%
2 Technology 9.13%
3 Financials 7.69%
4 Industrials 2.87%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ARTL icon
1951
Artelo Biosciences
ARTL
$1.26M
– –
-1,378
Closed -$14.7K –
ASAN icon
1952
Asana
ASAN
$2.64B
– –
-10,312
Closed -$77.5K –
AUTL icon
1953
Autolus Therapeutics
AUTL
$373M
– –
-16,965
Closed -$27.3K –
AVD icon
1954
American Vanguard Corp
AVD
$29.5M
– –
-12,495
Closed -$35K –
AVUS icon
1955
Avantis US Equity ETF
AVUS
$14.9B
– –
-2,827
Closed -$362K –
AZ icon
1956
A2Z Smart Technologies
AZ
$281M
– –
-10,152
Closed -$71.2K –
AZN icon
1957
AstraZeneca
AZN
$293B
– –
-1,995
Closed -$377K –
BAR icon
1958
GraniteShares Gold Shares
BAR
$1.32B
– –
-5,832
Closed -$240K –
BBD icon
1959
Banco Bradesco
BBD
$28.7B
– –
-15,300
Closed -$53.1K –
BBDO icon
1960
Banco Bradesco
BBDO
$27.3B
– –
-58,644
Closed -$182K –
BBIO icon
1961
BridgeBio Pharma
BBIO
$15B
– –
-3,888
Closed -$277K –
BBN icon
1962
BlackRock Taxable Municipal Bond Trust
BBN
$926M
– –
-26,321
Closed -$425K –
BBVA icon
1963
Banco Bilbao Vizcaya Argentaria
BBVA
$140B
– –
-10,903
Closed -$258K –
BCAT icon
1964
BlackRock Capital Allocation Term Trust
BCAT
$1.45B
– –
-12,700
Closed -$202K –
BE icon
1965
Bloom Energy
BE
$58.2B
– –
-6,060
Closed -$1.83M –
BHK icon
1966
BlackRock Core Bond Trust
BHK
$626M
– –
-26,140
Closed -$239K –
BINC icon
1967
BlackRock Flexible Income ETF
BINC
$16.9B
– –
-3,834
Closed -$201K –
BITI icon
1968
ProShares Short Bitcoin Strategy ETF
BITI
$69.5M
– –
-9,066
Closed -$254K –
BKLC icon
1969
BNY Mellon US Large Cap Core Equity ETF
BKLC
$6.91B
– –
-6,387
Closed -$295K –
BLCR icon
1970
BlackRock Large Cap Core ETF
BLCR
$9.7B
– –
-5,380
Closed -$271K –
BLZE icon
1971
Backblaze
BLZE
$521M
– –
-26,422
Closed -$258K –
BMO icon
1972
Bank of Montreal
BMO
$123B
– –
-1,340
Closed -$225K –
BMR icon
1973
Beamr Imaging
BMR
$16.3M
– –
-12,630
Closed -$21.9K –
BOXX icon
1974
Alpha Architect 1-3 Month Box ETF
BOXX
$14.5B
– –
-2,291
Closed -$268K –
BR icon
1975
Broadridge
BR
$21.6B
– –
-2,178
Closed -$316K –
77 78
79
80 81

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StoneX Group's Q3 2026 Portfolio in Review

As of Q3 2026, StoneX Group held 2,403 positions worth $2.75B, up 11% from $2.48B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

StoneX Group deployed $299M of net new capital in Q3 2026, opening 939 new positions and adding to 616 existing holdings. Its largest new stake was iShares MSCI ACWI ETF: 90,830 shares worth $14.4M.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, down from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $16.1M trimmed.

  • StoneX Group's largest Q3 2026 buy was iShares MSCI ACWI ETF: 90,830 shares worth $14.4M.
  • StoneX Group added most to iShares Semiconductor ETF in Q3 2026, an estimated $27.9M increase.
  • StoneX Group's biggest Q3 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $16.1M.
  • StoneX Group fully exited KT in Q3 2026, selling an estimated $25.8M.
  • StoneX Group's ten largest holdings make up 25% of its $2.75B portfolio in Q3 2026.
  • StoneX Group opened 939 new positions and closed 465 in Q3 2026.
  • StoneX Group's portfolio value rose 11% quarter-over-quarter to $2.75B.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.