Universe · entity
STONEBRIDGE ADVISORS LLC
Institutional manager (13F) · CIK 1367441
13F holdings · as of 2026-03-31 · top 2 · reported portfolio $85M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & CO | $71M | 61,657 |
| 2 | INVESCO EXCH TRADED FD TR II | $13M | 1,223,779 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.