Stonebridge Financial Group, LLC / MO
Stonebridge Financial Group, LLC / MO reported 171 positions worth $150.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: PVAL (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PVAL | SH | $11.0M | 7.34% | 216,877 | — | — | |
| ▸ 2 | IOO | SH | $7.9M | 5.26% | 57,950 | — | — | |
| ▸ 3 | NVDA | SH | $6.2M | 4.14% | 31,165 | — | — | |
| ▸ 4 | AAPL | SH | $5.8M | 3.83% | 19,932 | — | — | |
| ▸ 5 | VTV | SH | $3.9M | 2.62% | 18,056 | — | — | |
| ▸ 6 | SYFI | SH | $3.6M | 2.41% | 101,721 | — | — | |
| ▸ 7 | MU | SH | $3.3M | 2.22% | 2,889 | — | — | |
| ▸ 8 | GOOGL | SH | $3.1M | 2.04% | 8,591 | — | — | |
| ▸ 9 | MOAT | SH | $3.0M | 2.02% | 29,229 | — | — | |
| ▸ 10 | MSFT | SH | $3.0M | 1.96% | 7,916 | — | — |
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Frequently Asked Questions
What stocks does Stonebridge Financial Group, LLC / MO hold as of Q2 2026?
Stonebridge Financial Group, LLC / MO reported 171 positions worth $150.5M in its Q2 2026 13F filing. Largest positions: PVAL (7.3%), IOO (5.3%), NVDA (4.1%), AAPL (3.8%) and VTV (2.6%).
What did Stonebridge Financial Group, LLC / MO buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stonebridge Financial Group, LLC / MO sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.