13F-HR: StoneX Group Inc. Discloses Q2 2024 Investment Portfolio

StoneX Group Inc. reports its holdings for the quarter ended June 30, 2024, with a total portfolio value of $1,020,867,000.

Summary

• StoneX Group Inc. filed its Form 13F for the quarter ended June 30, 2024.
• The report includes holdings from StoneX Group Inc. and two other included managers: StoneX Advisors Inc. and STONEX FINANCIAL INC.
• The total value of the reported holdings is $1,020,867,000.
• The report lists 295 holdings.

Sentiment

Score: 7

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. However, the large portfolio size and diverse holdings suggest a stable and well-managed investment strategy.

Positives

• The filing provides a detailed overview of StoneX Group Inc.'s investment portfolio.
• The report is comprehensive, covering a large number of holdings.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment strategies and holdings.

Comparison to Industry Standards

• The portfolio composition reflects a mix of individual stocks and ETFs, which is a common strategy among institutional investors.
• The focus on large-cap and dividend-focused ETFs aligns with a generally conservative investment approach.
• Comparing the holdings to other firms with similar investment styles would provide a more detailed benchmark.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of StoneX Group Inc.
• The holdings may influence the stock prices of the listed companies.

Key Dates