Institutional Fund
Stonex Group Inc.
New York, NYCIK 91376034 filings on record
Portfolio Value
$1.86B
Q1 2026
Holdings
917
Reported positions
New Buys
252
Opened this quarter
QoQ Change
-19.4%
from $2.30B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds6.4%
- Ishares Tr5.6%
- Ishares Tr4.1%
- Schwab Strategic Tr4.0%
- J P Morgan Exchange Traded F2.3%
- Victory Portfolios II2.2%
- Other75.3%
Portfolio Holdings
917 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 199.9K | $119.43M | 6.4% | +560 | Added |
| 2 | Ishares Tr | 158.4K | $103.46M | 5.6% | −34.6K | Reduced |
| 3 | Ishares Tr | 359.1K | $76.72M | 4.1% | +1.6K | Added |
| 4 | Schwab Strategic Tr | 1.51M | $73.94M | 4.0% | +166.8K | Added |
| 5 | J P Morgan Exchange Traded F | 807.3K | $43.41M | 2.3% | −150.2K | Reduced |
| 6 | Victory Portfolios II | 1.06M | $41.72M | 2.2% | −456 | Reduced |
| 7 | Ishares Tr | 86.3K | $36.79M | 2.0% | +687 | Added |
| 8 | Apple Inc | 131.7K | $33.43M | 1.8% | −49.3K | Reduced |
| 9 | Ishares Tr | 343.2K | $33.34M | 1.8% | −5.1K | Reduced |
| 10 | Nvidia Corporation | 191.2K | $33.34M | 1.8% | −70.5K | Reduced |
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