Stonebridge Advisors as of March 31, 2025
Portfolio Holdings for Stonebridge Advisors
Stonebridge Advisors holds 3 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 53.6 | $78M | 65k | 1200.79 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 40.8 | $60M | 48k | 1234.57 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 5.6 | $8.1M | 462k | 17.59 |
