SEC 13F Intelligence

SOPYXCLEARBRIDGE DIVIDEND STRATEGY I

CUSIP 52469H594 · Yahoo Finance ↗ · Google Finance ↗

Clearbridge Dividend Strategy I (SOPYX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 116 shares worth $3,000 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$3,000
Ticker
SOPYX
Quarters Tracked
18

Ownership Trend

Institutional holders
Q1 ’19: 1Q1 ’19Q4 ’20: 1Q1 ’22: 1Q3 ’22: 1Q3 ’22Q4 ’22: 1Q1 ’23: 1Q2 ’23: 2Q2 ’23Q3 ’23: 2Q4 ’23: 3Q1 ’24: 2Q1 ’24Q2 ’24: 2Q3 ’24: 1Q4 ’24: 1Q4 ’24Q1 ’25: 2Q2 ’25: 2Q3 ’25: 1Q3 ’25Q4 ’25: 1Q1 ’26: 1filingsflow.com
Total reported value
Q1 ’19: $383,000Q1 ’19Q4 ’20: $483,000Q1 ’22: $1MQ3 ’22: $2,000Q3 ’22Q4 ’22: $2,000Q1 ’23: $2,000Q2 ’23: $56,253Q2 ’23Q3 ’23: $54,928Q4 ’23: $70,112Q1 ’24: $61,515Q1 ’24Q2 ’24: $59,389Q3 ’24: $3,000Q4 ’24: $3,000Q4 ’24Q1 ’25: $56,473Q2 ’25: $143,627Q3 ’25: $3,000Q3 ’25Q4 ’25: $3,000Q1 ’26: $3,000filingsflow.com

Holders

Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Brooklyn Investment Group$3.2B AUM0.02%$140,6274.4KQ2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.