Stonebridge Financial Group (Pennsylvania)’s Simon Property Group SPG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-267	Closed	-$44.3K	–	837
2025 Q1	$44.3K	Buy	267 +3	+1%	+$524	﹤0.01%	402
2024 Q4	$45.5K	Buy	+264	New	+$46.3K	0.01%	393

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 267 shares — an estimated $44.3K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPG in Q4 2024 and held it in 2 quarters. The position peaked at $45.5K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 267 Simon Property Group shares in Q2 2025, an estimated $44.3K.
Stonebridge Financial Group (Pennsylvania) first reported a position in Simon Property Group in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s Simon Property Group position peaked at $45.5K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

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