Stonebridge Financial Group, LLC / MO

All 13F Filings

Location
St. Louis, MO
Most recent 13F
Q2 2026
Holdings value ($000)
150,503
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/24/2026 171 150,503 13F-HR Stonebridge Financial Group, LLC / MO
Q1 2026 4/17/2026 165 118,610 13F-HR Stonebridge Financial Group, LLC / MO
Q4 2025 2/4/2026 159 115,540 13F-HR Stonebridge Financial Group, LLC / MO
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 89.5 K 59.5% 10.78 K 0 10.78 K
ETFs 60.96 K 40.5% 21.12 K 0 21.12 K
Debt 50 0.0% 1 0 1
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
150,503
Holdings
171
QoQ value change ($000)
31,893 (26.9%)
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.