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Stonebridge Financial Group (Pennsylvania)’s Kinder Morgan KMI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,767
Closed -$50.4K – 600
2025
Q1 		$50.4K Buy
1,767
+27
+2% +$748 0.01% 383
2024
Q4 		$47.7K Buy
+1,740
New +$45.4K 0.01% 386

Other funds holding KMI

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 1,767 shares — an estimated $50.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in KMI in Q4 2024 and held it in 2 quarters. The position peaked at $50.4K in Q1 2025. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,767 Kinder Morgan shares in Q2 2025, an estimated $50.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Kinder Morgan in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Kinder Morgan position peaked at $50.4K in Q1 2025.
  • 1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

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