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Stonebridge Financial Group (Pennsylvania)’s NewMarket NEU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio NEU Stock Details NEU 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 – 669
2025
Q1 		$566 Buy
+1
New +$527 ﹤0.01% 854

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Stonebridge Financial Group (Pennsylvania) first reported a position in NEU in Q1 2025 and held it in 1 quarter. The position peaked at $566 in Q1 2025. 357 funds tracked by Wall St. Rank hold NEU as of Q2 2025.

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

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