Institutional Fund
Stonebridge Advisors LLC
Wilton, CTCIK 13674415 filings on record
Portfolio Value
$84.55M
Q1 2026
Holdings
2
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-53.7%
from $182.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wells Fargo Co New84.3%
- Invesco Exch Traded Fd Tr II15.7%
Portfolio Holdings
2 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wells Fargo Co New | 61.7K | $71.23M | 84.3% | −188.8K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 1.22M | $13.31M | 15.7% | +431.4K | Added |