Stonex Group Inc.
StoneX Group Inc. is a Fortune 100, global financial services company headquartered in New York City. Founded in 1924, it employs over 4,000 people across 80+ offices worldwide. StoneX serves more than 54,000 commercial, institutional, and payments clients and over 400,000 retail accounts in 180+ countries, offering a comprehensive range of financial services including clearing, execution, market intelligence, and global payments.
Investment Strategy
StoneX Group Inc. employs an integrated model, combining capital, deep market expertise, and advanced platforms to provide clients comprehensive access to global financial markets. They offer services in risk management, futures brokerage, structured products, physical commodity trading, FX and OTC markets, equity market-making, asset and wealth management, and global payments. StoneX caters to diverse clients—commercial businesses, institutional investors, and individuals—enabling hedging strategies, capital raising, and efficient market participation across asset classes and regions.
Top Holdings
Equity Positions (810)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.51% | $113.4M | 182,591 | $446.40 | $620.90 | +$15.1M |
V VOO | VANGUARD INDEX FDS | 5.42% | $111.6M | 195,874 | $388.58 | $568.03 | +$12.9M |
I IWD | ISHARES TR | 3.23% | $66.5M | 342,228 | $164.82 | $194.23 | +$3.7M |
F FNDF | SCHWAB STRATEGIC TR | 2.59% | $53.2M | 1,330,407 | $35.25 | $40.02 | +$5.8M |
N NVDA | NVIDIA CORPORATION | 1.98% | $40.8M | 258,449 | $58.47 | $157.99 | +$11.9M |