Stonebridge Financial Group, LLC
Stonebridge Financial Group, LLC reported 275 positions worth $1.32B as of June 30, 2026 (13F filed July 6, 2026). Largest holding: DGRO (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DGRO | SH | $62.5M | 4.74% | 825,225 | — | — | |
| ▸ 2 | SMMU | SH | $53.1M | 4.03% | 1,050,787 | — | — | |
| ▸ 3 | CGCP | SH | $47.6M | 3.61% | 2,134,998 | — | — | |
| ▸ 4 | USTB | SH | $46.9M | 3.56% | 927,201 | — | — | |
| ▸ 5 | PRFZ | SH | $42.5M | 3.23% | 762,863 | — | — | |
| ▸ 6 | PYLD | SH | $39.7M | 3.01% | 1,495,959 | — | — | |
| ▸ 7 | AAPL | SH | $38.9M | 2.95% | 134,402 | — | — | |
| ▸ 8 | MUNI | SH | $33.0M | 2.50% | 627,231 | — | — | |
| ▸ 9 | XLI | SH | $30.4M | 2.31% | 164,145 | — | — | |
| ▸ 10 | IEMG | SH | $30.0M | 2.28% | 362,314 | — | — |
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Frequently Asked Questions
What stocks does Stonebridge Financial Group, LLC hold as of Q2 2026?
Stonebridge Financial Group, LLC reported 275 positions worth $1.32B in its Q2 2026 13F filing. Largest positions: DGRO (4.7%), SMMU (4.0%), CGCP (3.6%), USTB (3.6%) and PRFZ (3.2%).
What did Stonebridge Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stonebridge Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.