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Stonebridge Financial Group (Pennsylvania)’s Winmark WINA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$318 – 948
2025
Q1 		$318 Buy
+1
New +$356 ﹤0.01% 895

Other funds holding WINA

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Stonebridge Financial Group (Pennsylvania) sold out of Winmark (WINA) in Q2 2025, closing a stake of 1 share — an estimated $318 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WINA in Q1 2025 and held it in 1 quarter. The position peaked at $318 in Q1 2025. 214 funds tracked by Wall St. Rank hold WINA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Winmark position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Winmark share in Q2 2025, an estimated $318.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Winmark in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Winmark position peaked at $318 in Q1 2025.
  • 214 funds tracked by Wall St. Rank held Winmark as of Q2 2025.

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