SFGP
DOW icon

Stonebridge Financial Group (Pennsylvania)’s Dow Inc DOW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-848
Closed -$29.6K – 413
2025
Q1 		$29.6K Buy
848
+62
+8% +$2.38K ﹤0.01% 451
2024
Q4 		$31.5K Buy
+786
New +$36.7K ﹤0.01% 439

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 848 shares — an estimated $29.6K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DOW in Q4 2024 and held it in 2 quarters. The position peaked at $31.5K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 848 Dow Inc shares in Q2 2025, an estimated $29.6K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Dow Inc in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Dow Inc position peaked at $31.5K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

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