SFPG
CMCT

Stonebridge Financial Planning Group’s Creative Media & Community Trust CMCT Stock Holding History

Stonebridge Financial Planning Group’s Portfolio CMCT Stock Details CMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$18.4K – 162
2024
Q4 		$18.4K Hold
3
– – 0.01% 159
2024
Q3 		$39.4K Buy
+3
New +$151K 0.02% 158

Other funds holding CMCT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $31.8B AUM 28.93% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Stonebridge Financial Planning Group's CMCT Position: Q1 2025 in Review

Stonebridge Financial Planning Group sold out of Creative Media & Community Trust (CMCT) in Q1 2025, closing a stake of 3 shares — an estimated $18.4K sold.

Stonebridge Financial Planning Group first reported a position in CMCT in Q3 2024 and held it in 2 quarters. The position peaked at $39.4K in Q3 2024. 24 funds tracked by Wall St. Rank hold CMCT as of Q1 2025.

  • Stonebridge Financial Planning Group reported no remaining Creative Media & Community Trust position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 3 Creative Media & Community Trust shares in Q1 2025, an estimated $18.4K.
  • Stonebridge Financial Planning Group first reported a position in Creative Media & Community Trust in Q3 2024 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's Creative Media & Community Trust position peaked at $39.4K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2025, filed 8 May 2025.