Stonebridge Financial Group’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Stonebridge Financial Group’s Portfolio CIK Stock Details CIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	+65,500	New	+$166K	0.02%	292

Other funds holding CIK

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Stonebridge Financial Group's CIK Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in UBS Asset Management Income Fund, Inc. (CIK) in Q2 2026: 65,500 shares worth $162K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Stonebridge Financial Group held 65,500 shares of UBS Asset Management Income Fund, Inc. worth $162K as of Q2 2026.
UBS Asset Management Income Fund, Inc. was a new Stonebridge Financial Group position in Q2 2026.
UBS Asset Management Income Fund, Inc. made up 0.02% of Stonebridge Financial Group's portfolio in Q2 2026, its #292 holding.
52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.