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

Stonebridge Financial Group (Pennsylvania)’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$191 – 674
2025
Q1 		$191 Hold
50
– – ﹤0.01% 939
2024
Q4 		$218 Buy
+50
New +$254 ﹤0.01% 806

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Citigroup
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 NIO Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of NIO (NIO) in Q2 2025, closing a stake of 50 shares — an estimated $191 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NIO in Q4 2024 and held it in 2 quarters. The position peaked at $218 in Q4 2024. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 50 NIO shares in Q2 2025, an estimated $191.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in NIO in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s NIO position peaked at $218 in Q4 2024.
  • 382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

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