13F Insight
DOSSIER · 13F-HR · Q1 2026

Stonebridge Financial Group, LLC

Stonebridge Financial's holding co. based in New York, NY — $1.2B in tracked AUM across 262 positions as of Q1 2026.

SF
Stonebridge Financial·New York, NY·Holding Co.
CIK 0002009367 · last filed Mar 31, 2026
Total AUM
$1.2B
▲ 2.4%
vs prior
Holdings
262
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stonebridge Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$58M830K4.8%
02
SMMU
PIMCO ETF TR
$53M1.1M4.4%
03
CGCP
CAPITAL GRP FIXED INCM ETF T
$46M2.1M3.8%
04
USTB
VICTORY PORTFOLIOS II
$45M881K3.7%
05
PYLD
PIMCO ETF TR
$37M1.4M3.1%
06
PRFZ
INVESCO EXCHANGE TRADED FD T
$35M763K2.9%
07
AAPL
APPLE INC
$34M135K2.8%
08
MUNI
PIMCO ETF TR
$32M608K2.6%
09
GLD
SPDR GOLD TR
$32M73K2.6%
10
XLU
SELECT SECTOR SPDR TR
$27M581K2.2%

Filing history

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