The Analysis of STONEBRIDGE ADVISORS LLC's Holdings


Currently, STONEBRIDGE ADVISORS LLC holds 5 types of securities in its portfolio with a total value $182.5M. In the most recent quarter, they have increased their positions in WFC-PL (+185.8K shares, valued at $56.0M), BAC-PL (+141.0K shares, valued at $42.9M), FPE (+2.2M shares, valued at $37.3M); initiated new positions in FPEI (+25.8K shares, valued at $500.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
WFC-PL WELLS FARGO CO NEW250.4K shares287.64%2025-12-312026-02-06history
BAC-PL BANK AMERICA CORP188.5K shares296.55%2025-12-312026-02-06history
FPE FIRST TR EXCH TRADED FD III2.4M shares1312.29%2025-12-312026-02-06history
PGX INVESCO EXCH TRADED FD TR II792.4K shares1818.90%2025-12-312026-02-06history
FPEI FIRST TR EXCH TRADED FD III25.8K sharesnew addition2025-12-312026-02-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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