Number of Shares
7,933
Previous 7,783 1.93%
Holding current value
$224 Million
Previous $206 Million 8.67%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
N/A
150 Added 1.93%
7,933 $224 Million
Q1 2025

Apr 25, 2025

BUY
N/A
5,408 Added 227.71%
7,783 $206 Million
Q4 2024

Jan 29, 2025

BUY
N/A
2,375 New
2,375 $59.7 Million
Track This Portfolio

Track Stonebridge Financial Group, LLC Portfolio

Follow Stonebridge Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Group, LLC with notifications on news.