StoneX Group Inc.
DE ˙ DB ˙ US8618961085
91,48 € ↓ -6,42 (-6,56%)
2026-06-03
DEL PRIS
SecurityDE:I4F / StoneX Group Inc.
InstitutionCreative Planning
Latest Disclosed Ownership42,980 shares
Latest Disclosed Value $ 3,466,364
Creative Planning reports 75.96% increase in ownership of I4F / StoneX Group Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 42,980 shares of StoneX Group Inc. (DE:I4F) valued at $2,922,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,426 shares of StoneX Group Inc.. This represents a change in shares of 75.96% during the quarter. The current value of the position is $3,931,810 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F STONEX GROUP COM 861896108 42,980 18,554 75.96 3,466 49.20 0.0023
2026-02-17 2025-12-31 13F STONEX GROUP COM 861896108 24,426 -3,805 -13.48 2,324 -18.46 0.0017
2025-11-14 2025-09-30 13F STONEX GROUP COM 861896108 28,231 5,896 26.40 2,849 40.00 0.0022
2025-08-08 2025-06-30 13F STONEX GROUP COM 861896108 22,335 5,838 35.39 2,036 61.51 0.0017
2025-05-15 2025-03-31 13F STONEX GROUP COM 861896108 16,497 10,570 178.34 1,260 117.24 0.0012
2025-02-14 2024-12-31 13F STONEX GROUP COM 861896108 5,927 2,088 54.39 581 84.71 0.0006
2024-10-11 2024-09-30 13F STONEX GROUP COM 861896108 3,839 667 21.03 314 31.93 0.0003
2024-08-15 2024-06-30 13F STONEX GROUP COM 861896108 3,172 3,172 239 0.0003
2023-07-21 2023-06-30 13F STONEX GROUP COM 861896108 0 -20 -100.00 0 -100.00
2023-05-15 2023-03-31 13F STONEX GROUP COM 861896108 20 20 2 0.0000
2021-01-29 2020-12-31 13F STONEX GROUP COM 861896108 0 -6,359 -100.00 0 -100.00
2020-11-05 2020-09-30 13F STONEX GROUP COM 861896108 6,359 6,359 325 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.