STONEBRIDGE ADVISORS LLC
2 holdingsFiling period: 2026-03-31Current AUM: $90.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WFC | WELLS FARGO & CO | 61.7K | $71.2M | $77.4M | 85.49% | -188,762 | 2026-03-31 |
| 2 | PGX | INVESCO EXCH TRADED FD TR II | 1.22M | $13.3M | $13.1M | 14.51% | +431.4K | 2026-03-31 |
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