Stonebridge Advisors as of March 31, 2026
Portfolio Holdings for Stonebridge Advisors
Stonebridge Advisors holds 2 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 84.3 | $71M | 62k | 1155.29 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 15.7 | $13M | 1.2M | 10.88 |