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Stonebridge Financial Group (Pennsylvania)’s Roku ROKU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$845 – 792
2025
Q1 		$845 Hold
12
– – ﹤0.01% 827
2024
Q4 		$892 Buy
+12
New +$909 ﹤0.01% 780

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) sold out of Roku (ROKU) in Q2 2025, closing a stake of 12 shares — an estimated $845 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ROKU in Q4 2024 and held it in 2 quarters. The position peaked at $892 in Q4 2024. 568 funds tracked by Wall St. Rank hold ROKU as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Roku position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 12 Roku shares in Q2 2025, an estimated $845.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Roku in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Roku position peaked at $892 in Q4 2024.
  • 568 funds tracked by Wall St. Rank held Roku as of Q2 2025.

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