StoneX Group Inc. SOXS — DIREXION SHS ETF TR

Ownership history in StoneX Group Inc.  ·  6 quarters on record

AI Ownership Summary

StoneX Group Inc. reported DIREXION SHS ETF TR (SOXS) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.31% in 2026 Q3. The latest visible filing shows SOXS at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was StoneX Group Inc.'s position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SOXS was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOXS stock page StoneX Group Inc. fund profile StoneX Group Inc. full holdings
How StoneX Group Inc. held SOXS — position size vs. price
% of Fund (quarterly)    SOXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 164,977 +7,400 +4.7% 0.31% $8.5M 2026-11-03 $53.64
2026 Q2 ADDED — — — 157,577 +137,779 +695.9% 0.05% $1.2M 2026-08-12 $40.46
2026 Q1 ADDED — — — 19,798 +19 +0.1% 0.04% $789K 2026-05-14 $80.74
2025 Q4 REDUCED 30.4% -35.9% ✅ 19,779 -8,640 -30.4% 0.00% $62K 2026-02-12 $350.83
2025 Q3 ADDED — — — 28,419 +3,917 +16.0% 0.01% $147K 2025-11-14 $738.28
2025 Q1 INITIATED — — — 24,502 — — 0.04% $710K 2025-05-15 $2172.60

🏢 Other funds also holding SOXS

As of 2026 Q3 — sorted by position size

PayPay Securities Corp 3Y 4.51% Formidable Asset Management, LLC 3Y 7Y 0.17% Ferguson Shapiro LLC 3Y 0.09% Daytona Street Capital LLC 0.06% Redwood Park Advisors LLC 0.05% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.03% SBI Securities Co., Ltd. 0.03% CITIGROUP INC 3Y 7Y 0.01% IMC-Chicago, LLC 3Y 7Y 0.0% Belvedere Trading LLC 3Y 7Y 0.0%

FAQ About StoneX Group Inc. and SOXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has StoneX Group Inc. reported owning SOXS?

StoneX Group Inc. reported SOXS across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported SOXS position in StoneX Group Inc.'s portfolio?

The largest reported portfolio weight for SOXS was 0.31% in 2026 Q3.

What is the latest reported SOXS position on this page?

The most recent filing on this page is 2026 Q3, when StoneX Group Inc. reported 164,977 shares, equal to 0.31% of portfolio, with an estimated market value of $8.5M.

What does the chart on this SOXS ownership page compare?

The chart compares StoneX Group Inc.'s quarterly SOXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did StoneX Group Inc. time their SOXS position?

Based on 13F filing dates vs. subsequent SOXS price moves, StoneX Group Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SOXS relative to SPY over the holding period was -93.2%.

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