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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 COMBINATION REPORT (Amended)

STONEBRIDGE ADVISORS LLC

Quarter ended Q3 2024 · Filed September 5, 2024 · Accession 0001172661-24-004060

Total Value
$165.7M
Positions
4
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (4)

#IssuerTicker / CUSIPSharesValue% of Filing
1WELLS FARGO CO NEW94974680446,814$55.5M33.48%
2FIRST TR EXCH TRADED FD III33739E1083,208,165$53.9M32.53%
3BK OF AMERICA CORP06050568246,260$53.7M32.38%
4FIRST TR EXCH TRADED FD III33739P855149,681$2.7M1.61%