Stonebridge Financial Group (Pennsylvania)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Buy	8,278 +192	+2%	+$10.6K	0.03%	183
2026 Q1	$437K	Sell	8,086 -87	-1%	-$4.83K	0.04%	178
2025 Q4	$443K	Hold	8,173	–	–	0.04%	179
2025 Q3	$446K	Hold	8,173	–	–	0.04%	168
2025 Q2	$430K	Hold	8,173	–	–	0.04%	167
2025 Q1	$423K	Sell	8,173 -119	-1%	-$6.15K	0.05%	155
2024 Q4	$421K	Buy	+8,292	New	+$428K	0.05%	160

Other funds holding YLDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s YLDE Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 2.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 8,278 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #183.

Stonebridge Financial Group (Pennsylvania) first reported a position in YLDE in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 8,278 shares of ClearBridge Dividend Strategy ESG ETF worth $460K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 192 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $10.6K.
ClearBridge Dividend Strategy ESG ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #183 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2024 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.