SFGLC
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Stonebridge Financial Group, LLC/CA’s WD-40 WDFC Stock Holding History

Stonebridge Financial Group, LLC/CA’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Buy
+1,100
New +$236K 0.04% 236

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Stonebridge Financial Group, LLC/CA opened a new position in WD-40 (WDFC) in Q2 2026: 1,100 shares worth $268K. The stake represents 0.04% of the portfolio and ranks #236 among its holdings.

302 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 1,100 shares of WD-40 worth $268K as of Q2 2026.
  • WD-40 was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • WD-40 made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #236 holding.
  • 302 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

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