Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STONEBRIDGE ADVISORS LLC (CIK 1367441) reported $84.5M across 2 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WFC/PRL ($71.2M, 84.25%), PGX ($13.3M, 15.75%), BAC-PL ($0, 0.00%), FPE ($0, 0.00%), FPEI ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WFC/PRL | WELLS FARGO & CO | $71.2M | 84.25% | 61,657 | Trimmed |
| 2 | PGX | INVESCO EXCH TRADED FD TR II | $13.3M | 15.75% | 1.2M | Added |
| 3 | BAC-PL | BANK AMERICA CORP | $0 | 0.00% | 0 | Exited |
| 4 | FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | Exited |
| 5 | FPEI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31