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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
BRTX icon
1976
BioRestorative Therapies
BRTX
$2.07M
– –
-695
Closed -$5.23K –
BTAI icon
1977
DELISTED
BioXcel Therapeutics
BTAI
– –
-20,684
Closed -$29.2K –
SGRX
1978
SANGRIX INC. Class A Ordinary Shares
SGRX
$2.41M
– –
-2,504
Closed -$17K –
BUG icon
1979
Global X Cybersecurity ETF
BUG
$2.12B
– –
-10,509
Closed -$381K –
BURU icon
1980
DELISTED
NUBURU INC
BURU
– –
-14,447
Closed -$4.62K –
BYND icon
1981
Beyond Meat
BYND
$127M
– –
-915
Closed -$24.2K –
CANG
1982
Cango Inc
CANG
$52.1M
– –
-3,259
Closed -$14.4K –
CARD icon
1983
MAX Auto Industry -3x Inverse Leveraged ETN
CARD
$654K
– –
-10,141
Closed -$24.9K –
CBRE icon
1984
CBRE Group
CBRE
$40.9B
– –
-2,947
Closed -$388K –
CCCC icon
1985
C4 Therapeutics
CCCC
$374M
– –
-22,420
Closed -$102K –
CCJ icon
1986
Cameco
CCJ
$31B
– –
-2,306
Closed -$238K –
CCO icon
1987
DELISTED
Clear Channel Outdoor Holdings
CCO
– –
-52,576
Closed -$127K –
CFO icon
1988
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$422M
– –
-6,634
Closed -$519K –
CHKP icon
1989
Check Point Software Technologies
CHKP
$15.1B
– –
-2,132
Closed -$283K –
CHW icon
1990
Calamos Global Dynamic Income Fund
CHW
$492M
– –
-18,206
Closed -$162K –
CION icon
1991
CION Investment
CION
$345M
– –
-13,313
Closed -$89K –
CMCT icon
1992
Creative Media & Community Trust
CMCT
$10M
– –
-11,397
Closed -$49K –
CONL icon
1993
GraniteShares 2x Long COIN Daily ETF
CONL
$405M
– –
-163,997
Closed -$1.23M –
COR icon
1994
Cencora
COR
$67.5B
– –
-1,438
Closed -$409K –
COWG icon
1995
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.29B
– –
-16,821
Closed -$638K –
CPOP icon
1996
Pop Culture Group
CPOP
$5.16M
– –
-196
Closed -$2.74K –
CPRX icon
1997
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-14,754
Closed -$461K –
CRSP icon
1998
CRISPR Therapeutics
CRSP
$5.03B
– –
-4,133
Closed -$226K –
CSB icon
1999
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$252M
– –
-6,360
Closed -$410K –
CURE icon
2000
Direxion Daily Healthcare Bull 3X ETF
CURE
$215M
– –
-2,316
Closed -$228K –
78 79
80
81 82

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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.