STONEBRIDGE ADVISORS LLC
CIK: 1367441SEC EDGAR →
Portfolio Value
$13.4B
Holdings
2
As of
Q1 2026
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | 1,223,779 | $13.3B | 99.47% |
| 2 | WELLS FARGO & CO | 61,657 | $71.2M | 0.53% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1 | $13.3B | 99.5% |
| Unknown | 1 | $71.2M | 0.5% |