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Stonebridge Financial Group - Q3 2026 13F Filings

ST

Stonebridge Financial Group, LLC

CIK: 0002009367
Address: Pennsylvania Wormleysburg 602 North Front Street
$1.36 B
Portfolio Value
275
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/01/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. USTB Victoryshares Short-Term Bond Etf
+$40.11 M
2. XLV Health Care Select Sector Spdr Fund
+$29.11 M
3. IEUR Ishares Core Msci Europe Etf
+$28.3 M
4. XLC Communication Services Select Sector Spdr Fund
+$28.23 M
5. XLE Energy Select Sector Spdr Fund
+$27.78 M

Top Sells

Q3 2026
1. XLK Technology Select Sector Spdr Fund
−$29.63 M
2. VPL Vanguard Ftse Pacific Etf
−$28.39 M
3. IEMG Ishares Core Msci Emerging Markets Etf
−$28.1 M
4. XLI Industrial Select Sector Spdr Fund
−$26.76 M
5. CGCP Capital Group Core Plus Income Etf
−$10.59 M

Asset Allocation

Stocks/ETFs
+2.88%
$1.36 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Stonebridge Financial Group Q3 2026 Filing Summary

Stonebridge Financial Group, LLC filed its 13F report for Q3 2026 on October 01, 2026. The portfolio totaled 1.36 B reflecting a +2.88% change from the prior quarter, spanning 275 assets. The top 10 holdings comprised 32.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 21 new positions and 21 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Stonebridge Financial Group’s Q3 2026 Filing

Stonebridge Financial Group submitted their Form 13F-HR for the Q3 2026 period on 10/01/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Stonebridge Financial Group reported a managed portfolio value of 1.36 B, consisting of 275 individual positions.

This page displays the raw filing documents. To see which stocks Stonebridge Financial Group bought or sold during Q3 2026, please visit Stonebridge Financial Group's Portfolio Analysis page.