StoneX Group Inc.
DE ˙ DB ˙ US8618961085
96,52 € ↑3,94 (4,26%)
2026-06-05
DEL PRIS
SecurityDE:I4F / StoneX Group Inc.
InstitutionNavellier & Associates Inc
Latest Disclosed Ownership12,440 shares
Latest Disclosed Value $ 1,003,286
Navellier & Associates Inc reports 51.74% increase in ownership of I4F / StoneX Group Inc.

On May 7, 2026 - Navellier & Associates Inc filed a 13F-HR form disclosing ownership of 12,440 shares of StoneX Group Inc. (DE:I4F) valued at $845,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,198 shares of StoneX Group Inc.. This represents a change in shares of 51.74% during the quarter. The current value of the position is $1,200,709 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)
2026-05-07 2026-03-31 13F StoneX Group COM 861896108 12,440 4,242 51.74 1,003 28.75 0.1046
2026-02-03 2025-12-31 13F StoneX Group com 861896108 8,198 -2,491 -23.30 780 -27.74 0.0874
2025-11-06 2025-09-30 13F StoneX Group COM 861896108 10,689 1,725 19.24 1,079 32.11 0.1094
2025-08-07 2025-06-30 13F StoneX Group COM 861896108 8,964 -70 -0.77 817 -2.28 0.1012
2025-05-06 2025-03-31 13F StoneX Group COM 861896108 9,034 1,217 15.57 835 9.15 0.1153
2025-02-03 2024-12-31 13F StoneX Group COM 861896108 7,817 1,693 27.65 766 52.69 0.0918
2024-11-12 2024-09-30 13F StoneX Group COM 861896108 6,124 -1,702 -21.75 501 -14.94 0.0680
2024-08-08 2024-06-30 13F StoneX Group COM 861896108 7,826 -176 -2.20 589 4.80 0.0692
2024-05-14 2024-03-31 13F StoneX Group COM 861896108 8,002 8,002 562 0.0693
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.