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StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
Cap. Flow
+$403M
Cap. Flow %
16.23%
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169

Top Buys

Rank Stock Value
1
KT icon
KT
KT
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
XEL icon
Xcel Energy
XEL
+$14.2M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$12.1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$10M

Top Sells

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$16.7M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.95M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.72M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.44M
5
MUU
Direxion Daily MU Bull 2X ETF
MUU
+$4.12M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.91%
2 Technology 8.68%
3 Financials 5.92%
4 Industrials 3.11%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
201
iShares S&P 500 Value ETF
IVE
$50.1B
$1.99M 0.08%
8,771
+525
+6% +$117K
STXD icon
202
Strive 1000 Dividend Growth ETF
STXD
$66.3M
$1.98M 0.08%
49,791
+2,586
+5% +$98.7K
VOX icon
203
Vanguard Communication Services ETF
VOX
$5.75B
$1.96M 0.08%
10,670
+351
+3% +$67.3K
WQTM
204
WisdomTree Quantum Computing Fund
WQTM
$344M
$1.96M 0.08%
51,735
+2,350
+5% +$79.6K
MGK icon
205
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$1.95M 0.08%
22,129
-96
-0.4% -$8.19K
BAC icon
206
Bank of America
BAC
$438B
$1.94M 0.08%
34,108
+4,144
+14% +$220K
PLTU
207
Direxion Daily PLTR Bull 2X ETF
PLTU
$418M
$1.94M 0.08%
60,235
+55,675
+1,221% +$2.06M
DOCN icon
208
DigitalOcean
DOCN
$13.2B
$1.94M 0.08%
+12,627
New +$1.71M
SHY icon
209
iShares 1-3 Year Treasury Bond ETF
SHY
$26.2B
$1.91M 0.08%
23,266
-464
-2% -$38.2K
EPD icon
210
Enterprise Products Partners
EPD
$84.1B
$1.91M 0.08%
51,917
+16,408
+46% +$619K
KEYY
211
Keystone Acquisition Corp
KEYY
$380M
$1.91M 0.08%
+193,290
New +$1.91M
MEVO
212
M Evo Global Acquisition Corp II
MEVO
$401M
$1.9M 0.08%
191,684
+106,154
+124% +$1.05M
SLQD icon
213
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.43B
$1.9M 0.08%
37,606
-72
-0.2% -$3.63K
QLTY icon
214
GMO US Quality ETF
QLTY
$5.19B
$1.89M 0.08%
45,335
+2,493
+6% +$100K
HONA
215
Honeywell Aerospace
HONA
$51B
$1.88M 0.08%
+8,522
New +$1.88M
AEP icon
216
American Electric Power
AEP
$67.8B
$1.87M 0.08%
13,669
+4,589
+51% +$605K
PLUN
217
Plutonian Acquisition Corp II
PLUN
$142M
$1.86M 0.08%
+186,951
New +$1.86M
EMLC icon
218
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5.11B
$1.83M 0.07%
71,582
+3,323
+5% +$84.8K
BE icon
219
Bloom Energy
BE
$74.5B
$1.83M 0.07%
+6,060
New +$1.55M
SDY icon
220
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$1.82M 0.07%
12,016
+4,662
+63% +$695K
AVEM icon
221
Avantis Emerging Markets Equity ETF
AVEM
$28.9B
$1.81M 0.07%
+18,840
New +$1.74M
ALL icon
222
Allstate
ALL
$65.6B
$1.81M 0.07%
7,569
+1,031
+16% +$224K
GSRVU
223
GSR V Acquisition Corp. Units
GSRVU
$1.81M 0.07%
+180,678
New +$1.81M
HON icon
224
Honeywell
HON
$66.4B
$1.81M 0.07%
8,063
-6,717
-45% -$1.5M
SHW icon
225
Sherwin-Williams
SHW
$81B
$1.8M 0.07%
5,238
-392
-7% -$125K
7 8
9
10 11

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

StoneX Group's Q2 2026 Portfolio in Review

As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.

  • StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
  • StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
  • StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.95M.
  • StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
  • StoneX Group opened 716 new positions and closed 169 in Q2 2026.
  • StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.