Stonebridge Financial Group, LLC / MO UBND β€” VICTORY PORTFOLIOS II

Ownership history in Stonebridge Financial Group, LLC / MO  Β·  3 quarters on record

AI Ownership Summary

Stonebridge Financial Group, LLC / MO reported VICTORY PORTFOLIOS II (UBND) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.44% in 2026 Q1. The latest visible filing shows UBND at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonebridge Financial Group, LLC / MO's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UBND was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stonebridge Financial Group, LLC / MO held UBND β€” position size vs. price
% of Fund (quarterly)    UBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 26,912 +2,747 +11.4% 0.39% $585K 2026-07-24 $21.37
2026 Q1 ADDED β€” β€” β€” 24,165 +8,342 +52.7% 0.44% $526K 2026-04-17 $21.62
2025 Q4 INITIATED β€” β€” β€” 15,823 β€” β€” 0.30% $348K 2026-02-04 $21.45

FAQ About Stonebridge Financial Group, LLC / MO and UBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stonebridge Financial Group, LLC / MO reported owning UBND?

Stonebridge Financial Group, LLC / MO reported UBND across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported UBND position in Stonebridge Financial Group, LLC / MO's portfolio?

The largest reported portfolio weight for UBND was 0.44% in 2026 Q1.

What is the latest reported UBND position on this page?

The most recent filing on this page is 2026 Q2, when Stonebridge Financial Group, LLC / MO reported 26,912 shares, equal to 0.39% of portfolio, with an estimated market value of $585K.

What does the chart on this UBND ownership page compare?

The chart compares Stonebridge Financial Group, LLC / MO's quarterly UBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Stonebridge Financial Group, LLC / MO Holdings