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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

STONEBRIDGE ADVISORS LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001667731-25-000576

Total Value
$146.0M
Positions
3
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (3)

#IssuerTicker / CUSIPSharesValue% of Filing
1WELLS FARGO CO NEW94974680465,132$78.2M53.58%
2BANK AMERICA CORP06050568248,293$59.6M40.85%
3FIRST TR EXCH TRADED FD III33739E108461,875$8.1M5.57%