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SFGP

Stonebridge Financial Group (Pennsylvania) Portfolio holdings

AUM $1.32B
1-Year Est. Return 23.07%
This Fund
S&P 500
This Quarter Est. Return
+9.92%
1 Year Est. Return
+23.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$102M
Cap. Flow
+$20M
Cap. Flow %
1.52%
Top 10 Hldgs %
32.21%
Holding
291
New
29
Increased
140
Reduced
73
Closed
16
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACN icon
276
Accenture
ACN
$109B
-2,891
Closed -$573K
BP icon
277
BP
BP
$110B
-4,602
Closed -$216K
CGSM icon
278
Capital Group Short Duration Municipal Income ETF
CGSM
$1.57B
-8,409
Closed -$221K
EQT icon
279
EQT Corp
EQT
$33.8B
-3,259
Closed -$207K
GDX icon
280
VanEck Gold Miners ETF
GDX
$26.9B
-2,211
Closed -$203K
ICLN icon
281
iShares Global Clean Energy ETF
ICLN
$2.11B
-13,372
Closed -$245K
LNKB
282
DELISTED
LINKBANCORP
LNKB
-20,875
Closed -$174K
SHEL icon
283
Shell
SHEL
$248B
-2,496
Closed -$232K
XAR icon
284
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
-1,109
Closed -$282K
XLE icon
285
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
-416,659
Closed -$25.5M
XLC icon
286
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
-237,192
Closed -$26.3M
XLRE icon
287
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.68B
-639,514
Closed -$26.1M
XLU icon
288
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
-581,263
Closed -$26.7M

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Stonebridge Financial Group (Pennsylvania)'s Q2 2026 Portfolio in Review

As of Q2 2026, Stonebridge Financial Group (Pennsylvania) held 291 positions worth $1.32B, up 8.4% from $1.22B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Stonebridge Financial Group (Pennsylvania)'s Q2 2026 filing shows 29 new, 140 increased, 73 reduced and 16 closed positions. Its largest new stake was State Street Financial Select Sector SPDR ETF: 537,284 shares worth $28.8M. The largest sale was State Street Utilities Select Sector SPDR ETF, an estimated $26.7M.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, up from 7.4% a quarter earlier, followed by Financials and Industrials.

  • Stonebridge Financial Group (Pennsylvania)'s largest Q2 2026 buy was State Street Financial Select Sector SPDR ETF: 537,284 shares worth $28.8M.
  • Stonebridge Financial Group (Pennsylvania) added most to State Street Industrial Select Sector SPDR ETF in Q2 2026, an estimated $27.7M increase.
  • Stonebridge Financial Group (Pennsylvania)'s biggest Q2 2026 reduction was SPDR Gold Trust, cutting an estimated $24.2M.
  • Stonebridge Financial Group (Pennsylvania) fully exited State Street Utilities Select Sector SPDR ETF in Q2 2026, selling an estimated $26.7M.
  • Stonebridge Financial Group (Pennsylvania)'s ten largest holdings make up 32% of its $1.32B portfolio in Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) opened 29 new positions and closed 16 in Q2 2026.
  • Stonebridge Financial Group (Pennsylvania)'s portfolio value rose 8.4% quarter-over-quarter to $1.32B.

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