SevenBridge Financial Group, LLC - Portfolio Stock Holdings
SevenBridge Financial Group, LLC disclosed 220 stock positions in a recent SEC 13F filing. $662,545,552 of stock holdings were filed, with the largest holdings including DRSK, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $731,061,433 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
220Est. Stock Holding Value:
$662,545,552Top Stock Holdings By Sector
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Portfolio Stock Holdings - SevenBridge Financial Group, LLC
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