SevenBridge Financial Group, LLC
All 13F Filings
- Location
- Harrisburg, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 639,714
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 202 | 639,714 | 13F-HR | SevenBridge Financial Group, LLC |
| Q4 2025 | 2/2/2026 | 208 | 621,893 | 13F-HR | SevenBridge Financial Group, LLC |
| Q3 2025 | 11/13/2025 | 212 | 606,601 | 13F-HR | SevenBridge Financial Group, LLC |
| Q2 2025 | 9/4/2025 | 218 | 567,237 | 13F-HR | SevenBridge Financial Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.31 K
(0.2% of total reported value)
· QoQ Δ:
+1.31 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 530.3 K | 83.1% | 0 | 66.9 K | -66.9 K |
| ETFs | 101.2 K | 15.9% | 83.01 K | 0 | 83.01 K |
| Debt | 6.89 K | 1.1% | 404 | 0 | 404 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
639,714
Holdings
202
QoQ value change ($000)
17,821
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.