Business Context and Reporting Period
This filing is a Form 13F-HR submitted by StoneX Group Inc. for the reporting period ended March 31, 2026. The report discloses the equity holdings of the institutional investment manager and includes data for three other included managers: StoneX Advisors Inc., STONEX FINANCIAL INC., and TRUST ADVISORY GROUP LTD.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance (revenue, profit, cash flow) of StoneX Group Inc. itself. The key metrics provided relate to the reported investment portfolio:
- Total Value of Reported Holdings: $1,857,831,976
- Total Number of Holdings Entries: 917
- Number of Other Included Managers: 3
The filing text does not provide values for revenue, profit, margins, debt, or liquidity for StoneX Group Inc.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or composition cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information and that readers should not assume it is accurate or complete.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $1.86 billion against the company's latest 10-Q or 10-K for context on asset allocation.
- Confirm the specific equity positions within the 917 reported entries to understand sector exposure.
- Note that this report covers the period ending March 31, 2026, and was signed on May 14, 2026.
- Recognize that this filing does not disclose the company's own financial health (revenue, earnings, debt) but rather its investment portfolio.