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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

STONEBRIDGE ADVISORS LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1WFC/PRLWELLS FARGO & CO$69.1M83.27%59,744Trimmed
2PGXINVESCO EXCH TRADED FD TR II$13.3M16.07%1.2MAdded
3LQDISHARES TR$553,0740.67%5,071New

来源:SEC 13F 申报文件 · 截至 2026-06-30