SFGM
HFSI icon

Stonebridge Financial Group (Missouri)’s Hartford Strategic Income ETF HFSI Stock Holding History

Stonebridge Financial Group (Missouri)’s Portfolio HFSI Stock Details HFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
6,952
+96
+1% +$3.38K 0.16% 142
2026
Q1 		$238K Buy
6,856
+104
+2% +$3.69K 0.2% 135
2025
Q4 		$240K Buy
+6,752
New +$241K 0.21% 135

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s HFSI Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its Hartford Strategic Income ETF (HFSI) stake by 1.4% in Q2 2026, buying an estimated $3.38K and bringing the position to 6,952 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #142.

Stonebridge Financial Group (Missouri) first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 6,952 shares of Hartford Strategic Income ETF worth $244K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 96 Hartford Strategic Income ETF shares in Q2 2026, an estimated $3.38K.
  • Hartford Strategic Income ETF made up 0.16% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #142 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.