STONEBRIDGE ADVISORS LLC - Portfolio Stock Holdings

STONEBRIDGE ADVISORS LLC disclosed 2 stock positions in a recent SEC 13F filing. $13,894,034 of stock holdings were filed, with the largest holdings including PGX, LQD. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.

We estimate the fund has a total AUM of $11,833,117,779 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.