Stonebridge Financial Group
$1.3B 13F equity value
289 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Stonebridge Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRO | ISHARES TR | 825,225 | $63M | 4.7% |
| SMMU | PIMCO ETF TR | 1,050,787 | $53M | 4.0% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2,134,998 | $48M | 3.6% |
| USTB | VICTORY PORTFOLIOS II | 927,201 | $47M | 3.6% |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 762,863 | $43M | 3.2% |
| PYLD | PIMCO ETF TR | 1,495,959 | $40M | 3.0% |
| AAPL | APPLE INC | 134,402 | $39M | 2.9% |
| MUNI | PIMCO ETF TR | 627,231 | $33M | 2.5% |
| XLI | SELECT SECTOR SPDR TR | 164,145 | $30M | 2.3% |
| IEMG | ISHARES INC | 362,314 | $30M | 2.3% |
Track Stonebridge Financial Group's 13F portfolio: $1.3B in reported holdings, 289 positions. Top holdings and quarterly changes on SentiSense.
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