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Stonebridge Financial Group (Pennsylvania)’s MSCI MSCI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$566 – 658
2025
Q1 		$566 Buy
+1
New +$581 ﹤0.01% 853

Other funds holding MSCI

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) sold out of MSCI (MSCI) in Q2 2025, closing a stake of 1 share — an estimated $566 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MSCI in Q1 2025 and held it in 1 quarter. The position peaked at $566 in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 MSCI share in Q2 2025, an estimated $566.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in MSCI in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s MSCI position peaked at $566 in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

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