STONEBRIDGE ADVISORS LLC: 13F holdings
CIK 13674412026Q2
| Positions | 3 |
|---|
| Reported value | $83.0m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 3 (+1 vs prior quarter) |
|---|
| Reported value | $83.0m (-1.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WELLS FARGO & CO | 59,744 | $69.1m | 83.3% |
| PGX INVESCO EXCH TRADED FD TR II | 1,230,714 | $13.3m | 16.1% |
| LQD ISHARES TR | 5,071 | $553,074 | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1367441")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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