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Stonebridge Financial Group (Pennsylvania)’s CXApp CXAI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$7.37K – 253
2025
Q3 		$7.37K Hold
10,000
– – ﹤0.01% 240
2025
Q2 		$10.7K Hold
10,000
– – ﹤0.01% 234
2025
Q1 		$9K Hold
10,000
– – ﹤0.01% 616
2024
Q4 		$18.2K Buy
+10,000
New +$16K ﹤0.01% 505

Other funds holding CXAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CXAI Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of CXApp (CXAI) in Q4 2025, closing a stake of 10,000 shares — an estimated $7.37K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CXAI in Q4 2024 and held it in 4 quarters. The position peaked at $18.2K in Q4 2024. 37 funds tracked by Wall St. Rank hold CXAI as of Q4 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining CXApp position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 10,000 CXApp shares in Q4 2025, an estimated $7.37K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in CXApp in Q4 2024 and held it in 4 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s CXApp position peaked at $18.2K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held CXApp as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.