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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
XSD icon
2201
State Street SPDR S&P Semiconductor ETF
XSD
$2.38B
– –
-416
Closed -$219K –
XYL icon
2202
Xylem
XYL
$23.4B
– –
-2,833
Closed -$321K –
VSTD
2203
DELISTED
Vestand Inc
VSTD
– –
-10,005
Closed -$3.67K –
ZS icon
2204
Zscaler
ZS
$36.6B
– –
-1,579
Closed -$223K –
ZTR icon
2205
Virtus Total Return Fund
ZTR
$334M
– –
-16,768
Closed -$113K –
FLUT icon
2206
Flutter Entertainment
FLUT
$14.6B
– –
-1,974
Closed -$201K –
AIFC icon
2207
AI Financial Corp
AIFC
$32.3M
– –
-11,455
Closed -$9.7K –
ALAB icon
2208
Astera Labs
ALAB
$38.2B
– –
-468
Closed -$226K –
BITU icon
2209
ProShares Ultra Bitcoin ETF
BITU
$527M
– –
-12,744
Closed -$134K –
MAMO icon
2210
Massimo Group
MAMO
$39.6M
– –
-17,775
Closed -$17.3K –
SBIT icon
2211
ProShares UltraShort Bitcoin ETF
SBIT
$112M
– –
-6,278
Closed -$276K –
BTOC icon
2212
Armlogi Holding Corp
BTOC
$6.36M
– –
-938
Closed -$4.92K –
FGL
2213
Founder Group Ltd
FGL
$16.6K
– –
-108
Closed -$20.3K –
SPYU icon
2214
MAX S&P 500 4x Leveraged ETN
SPYU
$267M
– –
-8,259
Closed -$272K –
ETHU icon
2215
2x Ether ETF
ETHU
$1B
– –
-16,841
Closed -$276K –
GAUZ icon
2216
Gauzy
GAUZ
$7.62M
– –
-1,123
Closed -$14.6K –
TEM icon
2217
Tempus AI
TEM
$13.7B
– –
-4,974
Closed -$262K –
EVSD icon
2218
Eaton Vance Short Duration Income ETF
EVSD
$1.57B
– –
-5,819
Closed -$297K –
VSEEW
2219
DELISTED
VSEE HEALTH INC WTS 29
VSEEW
– –
-97,275
Closed -$3.2K –
URAA icon
2220
Direxion Daily Uranium Industry Bull 2X ETF
URAA
$20.7M
– –
-10,972
Closed -$431K –
SW icon
2221
Smurfit Westrock
SW
$23.5B
– –
-6,200
Closed -$266K –
BTCL icon
2222
T-Rex 2X Long Bitcoin Daily Target ETF
BTCL
$34.9M
– –
-10,270
Closed -$159K –
FETH icon
2223
Fidelity Ethereum Fund
FETH
$1.31B
– –
-17,921
Closed -$343K –
ITOC
2224
iTonic Holdings
ITOC
$14.6M
– –
-690
Closed -$3.31K –
SMCY icon
2225
YieldMax SMCI Option Income Strategy ETF
SMCY
$109M
– –
-15,475
Closed -$105K –
87 88
89
90 91

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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.