Lionsbridge Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Lionsbridge Wealth Management’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Buy	+31,109	New	+$1.13M	1.19%	29
2025 Q2	–	Sell	-8,094	Closed	-$361K	–	70
2025 Q1	$361K	Buy	+8,094	New	+$345K	0.32%	52
2024 Q3	–	Sell	-8,658	Closed	-$395K	–	75
2024 Q2	$395K	Buy	+8,658	New	+$415K	0.32%	52
2024 Q1	–	Sell	-25,076	Closed	-$1.3M	–	63
2023 Q4	$1.3M	Sell	25,076 -18,243	-42%	-$1.02M	1.04%	30
2023 Q3	$2.51M	Buy	43,319 +39,779	+1,124%	+$2.22M	2.38%	13
2023 Q2	$197K	Buy	+3,540	New	+$209K	0.18%	43
2023 Q1	–	Sell	-98,919	Closed	-$6.34M	–	47
2022 Q4	$6.34M	Sell	98,919 -61,318	-38%	-$3.93M	6.18%	4
2022 Q3	$11.1M	Buy	160,237 +80,791	+102%	+$5.06M	15.86%	2
2022 Q2	$5.24M	Buy	79,446 +71,547	+906%	+$4.42M	6.06%	4
2022 Q1	$445K	Buy	+7,899	New	+$456K	0.52%	44
2021 Q4	–	Sell	-74,173	Closed	-$4.52M	–	55
2021 Q3	$4.52M	Buy	74,173 +26,006	+54%	+$1.55M	4.88%	2
2021 Q2	$2.96M	Buy	+48,167	New	+$3.06M	3.17%	7
2021 Q1	–	Sell	-17,745	Closed	-$1.27M	–	59
2020 Q4	$1.27M	Sell	17,745 -905	-5%	-$69.1K	1.38%	28
2020 Q3	$1.51M	Sell	18,650 -33,279	-64%	-$2.76M	1.82%	14
2020 Q2	$4.64M	Buy	+51,929	New	+$4.99M	5.23%	2
2020 Q1	–	Sell	-14,301	Closed	-$1.37M	–	271
2019 Q4	$1.37M	Buy	+14,301	New	+$1.44M	1.28%	22

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lionsbridge Wealth Management's SH Position: Q1 2026 in Review

Lionsbridge Wealth Management opened a new position in ProShares Short S&P500 (SH) in Q1 2026: 31,109 shares worth $1.18M. The stake represents 1.19% of the portfolio and ranks #29 among its holdings. This is a return to the name: Lionsbridge Wealth Management previously reported a position in SH as recently as Q1 2025.

Lionsbridge Wealth Management first reported a position in SH in Q4 2019 and has held it in 16 quarters since. The position peaked at $11.1M in Q3 2022. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Lionsbridge Wealth Management held 31,109 shares of ProShares Short S&P500 worth $1.18M as of Q1 2026.
ProShares Short S&P500 was a new Lionsbridge Wealth Management position in Q1 2026.
ProShares Short S&P500 made up 1.19% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #29 holding.
Lionsbridge Wealth Management first reported a position in ProShares Short S&P500 in Q4 2019 and has held it in 16 quarters since.
Lionsbridge Wealth Management's ProShares Short S&P500 position peaked at $11.1M in Q3 2022.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.