Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC

  • $152 Billion
  • Q2 2025

Stonebridge Advisors LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo CO New with a value of $74.2B, Bank America Corp with a value of $57.1B, First Tr Pfd Secs & Income ETF with a value of $19.4B, and Ishares Trust Ishares Pfd And with a value of $1.25B.

Examining the 13F form we can see an increase of $5.96B in the current position value, from $146B to 152B.

Stonebridge Advisors LLC is based out at Wilton, CT

Below you can find more details about Stonebridge Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $20.6 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $152 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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