StoneX Group Inc.

Q1 2023 13F-HR/A Holdings

Location
New York, NY
Holdings as of
3/31/2023
Date filed
8/13/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
262
Total value ($000)
$747,006
Net value change ($000)
+591,946 (381.8%)
New positions
171
Sold out positions
17
Turnover %
80.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 53,152 NEW
VOO 51,410 NEW
IWD 38,582 NEW
SHY 34,972 NEW
XLK 24,462 NEW
IWR 19,969 NEW
VB 18,293 NEW
VYM 14,367 NEW
EFA 13,916 NEW
XLV 13,205 NEW
Top Reduces (Value $000, Stocks/ETFs)
FNCTF -5,155 -100.0%
EDIV -3,759 -100.0%
MUB -2,613 -68.2%
LQD -2,423 -100.0%
GINN -1,276 -72.9%
GOLDMAN SACHS ETF TR -1,007 -100.0%
GTEK -989 -100.0%
FHN -945 -50.3%
FCX -704 -100.0%
XYZ -696 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type