SFGP
CSAI

Stonebridge Financial Group (Pennsylvania)’s Cloudastructure CSAI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio CSAI Stock Details CSAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-53
Closed -$7.1K – 1007
2025
Q1 		$7.1K Buy
+53
New +$15.9K ﹤0.01% 652

Other funds holding CSAI

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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CSAI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Cloudastructure (CSAI) in Q2 2025, closing a stake of 53 shares — an estimated $7.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CSAI in Q1 2025 and held it in 1 quarter. The position peaked at $7.1K in Q1 2025. 18 funds tracked by Wall St. Rank hold CSAI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Cloudastructure position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 53 Cloudastructure shares in Q2 2025, an estimated $7.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Cloudastructure in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Cloudastructure position peaked at $7.1K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Cloudastructure as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.