Stonebridge Financial Group’s WhiteHorse Finance WHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Buy	+18,915	New	+$135K	0.02%	301

Other funds holding WHF

Lalia Capital New York $206M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

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

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

Stonebridge Financial Group opened a new position in WhiteHorse Finance (WHF) in Q2 2026: 18,915 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

48 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

Stonebridge Financial Group held 18,915 shares of WhiteHorse Finance worth $131K as of Q2 2026.
WhiteHorse Finance was a new Stonebridge Financial Group position in Q2 2026.
WhiteHorse Finance made up 0.02% of Stonebridge Financial Group's portfolio in Q2 2026, its #301 holding.
48 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

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