Brian Parker
Stonex Group Inc.
Assets Managed
$1.858B
Holdings
917
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-19.38%(2Q avg: -9.46%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Stonex Group Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 917 positions.
Assets under management
The assets under management (AUM) of Stonex Group Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.858B in assets, with a quarterly growth rate of -19.38% and a 2-quarter average growth rate of -9.46%. The portfolio is managed by Brian Parker, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 6.43% | $119.434M 199,888 shares@ $597.51 avg price | Increased 0.29% |
IVV Ishares Core S&p 500 Etf
| 5.57% | $103.459M 158,388 shares@ $653.2 avg price | Decreased -17.92% |
IWD Ishares Russell 1000 Value E
| 4.13% | $76.721M 359,068 shares@ $213.67 avg price | Increased 0.44% |
FNDF Schwab Fndmn Intl Lrg Co Etf
| 3.98% | $73.936M 1.511M shares@ $48.93 avg price | Increased 12.41% |
JBND Jpmorgan Active Bond Etf
| 2.34% | $43.408M 807,296 shares@ $53.77 avg price | Decreased -15.68% |
VFLO Victoryshares Free Cash Flow
| 2.25% | $41.722M 1.057M shares@ $39.49 avg price | Decreased -0.04% |
IWF Ishares Russell 1000 Growth
| 1.99% | $36.794M 86,292 shares@ $426.39 avg price | Increased 0.81% |
AAPL Apple Inc
| 1.8% | $33.428M 131,729 shares@ $253.77 avg price | Decreased -27.23% |
EFA Ishares Msci Eafe Etf
| 1.8% | $33.338M 343,233 shares@ $97.13 avg price | Decreased -1.46% |
NVDA Nvidia Corp
| 1.8% | $33.338M 191,220 shares@ $174.35 avg price | Decreased -26.92% |
1-10 of 917