StoneBridge Advisors LLC 13F Holdings
CIK 0001367441 · Wilton, CT
As of Sep 30, 2025, StoneBridge Advisors LLC reported 4 positions worth
CIK 0001367441 · Wilton, CT
As of Sep 30, 2025, StoneBridge Advisors LLC reported 4 positions worth
44.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY | WFC-PL | Financial Services | 64,601 | $79.8M | 55.33% |
| BANK OF AMERICA CORP | BAC-PL | Financial Services | 47,533 | $60.9M | 42.22% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 167,729 | $3.1M | 2.12% |
| INVESCO PREFERRED ETF | PGX | — | 41,295 | $479.0K | 0.33% |