Stonebridge Financial Group, LLC
All 13F Filings
- Location
- Wormleysburg, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,356,252
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/1/2026 | 275 | 1,356,252 | 13F-HR | Stonebridge Financial Group, LLC |
| Q2 2026 | 7/6/2026 | 275 | 1,318,336 | 13F-HR | Stonebridge Financial Group, LLC |
| Q1 2026 | 4/8/2026 | 262 | 1,216,127 | 13F-HR | Stonebridge Financial Group, LLC |
| Q4 2025 | 1/21/2026 | 248 | 1,170,624 | 13F-HR | Stonebridge Financial Group, LLC |
| Q3 2025 | 10/20/2025 | 240 | 1,135,492 | 13F-HR | Stonebridge Financial Group, LLC |
| Q2 2025 | 7/24/2025 | 235 | 1,029,481 | 13F-HR | Stonebridge Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 534.3 K | 39.8% | 13.42 K | 0 | 13.42 K |
| ETFs | 804.5 K | 60.0% | 17.19 K | 0 | 17.19 K |
| Debt | 2.988 K | 0.2% | 177 | 0 | 177 |
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Fund Snapshot
Q3 2026
Latest filed
10/1/2026
Total value ($000)
1,356,252
Holdings
275
QoQ value change ($000)
37,916
(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.