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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
MFIC icon
2101
MidCap Financial Investment
MFIC
$848M
– –
-11,470
Closed -$121K –
MIN
2102
Aberdeen Intermediate Income Fund
MIN
$270M
– –
-2,810
Closed -$41.6K –
MKSI icon
2103
MKS Inc
MKSI
$13.9B
– –
-846
Closed -$264K –
MNTSW icon
2104
DELISTED
Momentus Inc Warrant
MNTSW
– –
-15,183
Closed -$266 –
MSOS icon
2105
AdvisorShares Pure US Cannabis ETF
MSOS
$832M
– –
-16,765
Closed -$82.5K –
MSOX icon
2106
AdvisorShares MSOS 2X Daily ETF
MSOX
$54.1M
– –
-37,155
Closed -$135K –
MTEK icon
2107
Maris-Tech
MTEK
$3.52M
– –
-21,214
Closed -$26.4K –
MVSTW icon
2108
DELISTED
Microvast Holdings Warrants
MVSTW
– –
-11,373
Closed -$346 –
MX icon
2109
Magnachip Semiconductor
MX
$188M
– –
-10,625
Closed -$57.5K –
NAT icon
2110
Nordic American Tanker
NAT
$1.58B
– –
-11,390
Closed -$62.4K –
NCL icon
2111
DELISTED
Northann Corp
NCL
– –
-10,815
Closed -$1.72K –
NUGT icon
2112
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$772M
– –
-4,398
Closed -$651K –
NVDU icon
2113
Direxion Daily NVDA Bull 2X ETF
NVDU
$418M
– –
-3,043
Closed -$394K –
NVS icon
2114
Novartis
NVS
$301B
– –
-2,818
Closed -$430K –
NXL icon
2115
Nexalin Technology
NXL
$1.58M
– –
-450
Closed -$5.4K –
NXPI icon
2116
NXP Semiconductors
NXPI
$66.2B
– –
-1,575
Closed -$460K –
NXT icon
2117
Nextpower Inc. Common Stock
NXT
$14.6B
– –
-1,589
Closed -$225K –
OIH icon
2118
VanEck Oil Services ETF
OIH
$1.85B
– –
-482
Closed -$202K –
ONFO icon
2119
Onfolio Holdings
ONFO
$1.15M
– –
-374
Closed -$17.5K –
ORLA
2120
DELISTED
Orla Mining
ORLA
– –
-39,611
Closed -$388K –
OTIS icon
2121
Otis Worldwide
OTIS
$29.2B
– –
-3,426
Closed -$253K –
OUSA icon
2122
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$737M
– –
-4,063
Closed -$238K –
OVL icon
2123
Overlay Shares Large Cap Equity ETF
OVL
$510M
– –
-3,582
Closed -$203K –
OXSQ icon
2124
Oxford Square Capital
OXSQ
$111M
– –
-19,604
Closed -$26.7K –
PAYC icon
2125
Paycom
PAYC
$11.9B
– –
-1,974
Closed -$260K –
83 84
85
86 87

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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.