Stonebridge Financial Group, LLC - Portfolio Stock Holdings
Stonebridge Financial Group, LLC disclosed 295 stock positions in a recent SEC 13F filing. $1,356,252,470 of stock holdings were filed, with the largest holdings including USTB, DGRO, and SMMU. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,276,868,952 and has 29 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:
295Est. Stock Holding Value:
$1,356,252,470Top Stock Holdings By Sector
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Portfolio Stock Holdings - Stonebridge Financial Group, LLC
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