Stonebridge Financial Group, LLC/CA’s iShares Semiconductor ETF SOXX Stock Holding History

Stonebridge Financial Group, LLC/CA’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Buy	+22,574	New	+$11.5M	2%	12

Other funds holding SOXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

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

Stonebridge Financial Group, LLC/CA opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 22,574 shares worth $14.5M. The stake represents 2% of the portfolio and ranks #12 among its holdings.

1,017 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 22,574 shares of iShares Semiconductor ETF worth $14.5M as of Q2 2026.
iShares Semiconductor ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Semiconductor ETF made up 2% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #12 holding.
1,017 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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