SevenBridge Financial Group, LLC
CIK 1673954
13F filing for Q2 2026・No. 3,263
- Holdings
- US$679.82M
- Quarter change
- +US$40.1M
- Entries
- 212
- Net bought (estimate)
- +US$3.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 5
- Cut 94
- Added 64
- Corporate actions 2
- Unchanged 38
Largest holdings
212 stocks worth US$679.82M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ETF SER SOLUTIONSAPTUS DEFINED | Added | 1,291,800 | US$37.49M | 5.51% |
| AAPLAppleCOM | Cut | 106,300 | US$33.31M | 4.90% |
| GOOGLAlphabetCAP STK CL A | Cut | 75,186 | US$26.64M | 3.92% |
| MSFTMicrosoftCOM | Added | 47,740 | US$23.87M | 3.51% |
| NVDANvidiaCOM | Added | 93,183 | US$20.87M | 3.07% |
| AMZNAmazonCOM | Added | 68,294 | US$18.75M | 2.76% |
| JPMJPMORGAN CHASE & COCOM | Cut | 39,916 | US$14.27M | 2.10% |
| TSMTSMC ADRSPONSORED ADS | Cut | 33,860 | US$14.22M | 2.09% |
| AMATAPPLIED MATLS INCCOM | Cut | 23,115 | US$12.46M | 1.83% |
| JNJJOHNSON & JOHNSONCOM | Added | 43,610 | US$11.31M | 1.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.