account_balance

Investment manager · 13F filer · SEC CIK 1367441

Stonebridge Advisors LLC

Reported value$121Mas of Sep 30, 2026
Positions4 1 new, 0 sold out
Top 10 weight100.0%Wells Fargo & Co alone is 50%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 4 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 4 as a list
Wells Fargo & Co 49.6% Trimmed −7%
PGX Invesco Exch Traded Fd Tr II 48.2% Added +369%
LQD iShares Tr 1.2% Added +191%
PFF iShares Tr 0.9% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • PFF $1.15M
arrow_upwardAdded
  • PGX +369%
  • LQD +191%
arrow_downwardTrimmed
  • Wells Fargo & Co −7%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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