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 $83.0M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WFC/PRL ($69.1M, 83.27%), PGX ($13.3M, 16.07%), LQD ($553,074, 0.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WFC/PRL | WELLS FARGO & CO | $69.1M | 83.27% | 59,744 | Trimmed |
| 2 | PGX | INVESCO EXCH TRADED FD TR II | $13.3M | 16.07% | 1.2M | Added |
| 3 | LQD | ISHARES TR | $553,074 | 0.67% | 5,071 | New |
Source: SEC Form 13F filings · as of 2026-06-30