Number of Shares
784,273
Previous 135,599 478.38%
Holding current value
$20.8 Billion
Previous $3.57 Billion 482.55%
% of portfolio
2.02%
Previous 0.38%

Shares

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

Jul 24, 2025

BUY
N/A
648,674 Added 478.38%
784,273 $20.8 Billion
Q1 2025

Apr 25, 2025

BUY
N/A
28,079 Added 26.12%
135,599 $3.57 Billion
Q4 2024

Jan 29, 2025

BUY
N/A
107,520 New
107,520 $2.79 Billion
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.