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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

STONEBRIDGE ADVISORS LLC

Quarter ended Q2 2023 · Filed May 18, 2023 · Accession 0001172661-23-002351

Total Value
$433.8M
Positions
4
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (4)

#IssuerTicker / CUSIPSharesValue% of Filing
1WELLS FARGO CO NEW949746804171,935$228.0M52.56%
2BK OF AMERICA CORP060505682125,949$165.0M38.04%
3INVESCO EXCH TRADED FD TR IIIVZ1,607,419$21.8M5.03%
4FIRST TR EXCH TRADED FD III33739E108996,456$19.0M4.37%