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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
IMCC
2076
IM Cannabis
IMCC
$437K
– –
-774
Closed -$5.3K –
INMB icon
2077
INmune Bio
INMB
$42.7M
– –
-21,513
Closed -$30.6K –
IRDM icon
2078
Iridium Communications
IRDM
$4.64B
– –
-6,571
Closed -$302K –
ISD icon
2079
PGIM High Yield Bond Fund
ISD
$388M
– –
-11,440
Closed -$150K –
ISPY icon
2080
ProShares S&P 500 High Income ETF
ISPY
$1.14B
– –
-7,807
Closed -$379K –
IVR icon
2081
Invesco Mortgage Capital
IVR
$579M
– –
-10,937
Closed -$86.4K –
IZM icon
2082
ICZOOM Group
IZM
$1.6M
– –
-4,536
Closed -$7.98K –
J icon
2083
Jacobs Solutions
J
$18.7B
– –
-1,818
Closed -$228K –
JBBB icon
2084
Janus Henderson B-BBB CLO ETF
JBBB
$1.49B
– –
-4,574
Closed -$217K –
JCI icon
2085
Johnson Controls International
JCI
$90.8B
– –
-1,723
Closed -$252K –
JPME icon
2086
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$493M
– –
-1,625
Closed -$202K –
JQC icon
2087
Nuveen Credit Strategies Income Fund
JQC
$673M
– –
-35,304
Closed -$172K –
KALU icon
2088
Kaiser Aluminum
KALU
$1.93B
– –
-2,785
Closed -$545K –
KD icon
2089
Kyndryl
KD
$2.82B
– –
-10,483
Closed -$127K –
KITTW icon
2090
Nauticus Robotics Warrant
KITTW
– –
-17,612
Closed -$402 –
KRE icon
2091
State Street SPDR S&P Regional Banking ETF
KRE
$3.96B
– –
-7,409
Closed -$555K –
KT icon
2092
KT
KT
$8.38B
– –
-1,468,886
Closed -$25.8M –
LDEM icon
2093
iShares ESG MSCI EM Leaders ETF
LDEM
$31.1M
– –
-4,578
Closed -$281K –
LEO icon
2094
BNY Mellon Strategic Municipals
LEO
$371M
– –
-21,642
Closed -$139K –
LEXX icon
2095
Lexaria Bioscience
LEXX
$8.49M
– –
-1,714
Closed -$15.5K –
LPRO icon
2096
DELISTED
Open Lending Corp
LPRO
– –
-10,709
Closed -$24.4K –
LRN icon
2097
Stride
LRN
$3.16B
– –
-3,496
Closed -$317K –
LSF icon
2098
Laird Superfood
LSF
$28.2M
– –
-10,786
Closed -$42.5K –
SUIG icon
2099
Sui Group Holdings
SUIG
$83.7M
– –
-36,580
Closed -$49.7K –
MDB icon
2100
MongoDB
MDB
$27B
– –
-631
Closed -$204K –
82 83
84
85 86

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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.