SFGLC
CIK

Stonebridge Financial Group, LLC/CA’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Stonebridge Financial Group, LLC/CA’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

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LPL Financial
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 5.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's CIK Position: Q2 2026 in Review

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

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

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

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