STONEBRIDGE ADVISORS LLC - Portfolio overview

STONEBRIDGE ADVISORS LLC has 4 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. WFCPRL - WELLS FARGO & CO, 47.98%
2. BACPRL - BANK AMERICA CORP, 40.99%
3. PGX - INVESCO EXCH TRADED FD TR II, 8.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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