STONEBRIDGE ADVISORS LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.63B
13F filings
14
Latest filing
Feb 12, 2025

Top 2 holdings

FSMB $3.46M
2.32% of AUM
PFF $266411
0.18% of AUM

About this filer

FilingIQ has indexed 14 quarterly Form 13F filings from STONEBRIDGE ADVISORS LLC. Reported assets under management total $2.63B.

View live STONEBRIDGE ADVISORS LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does STONEBRIDGE ADVISORS LLC have under management?
Per STONEBRIDGE ADVISORS LLC's most recent SEC Form 13F filing dated Feb 12, 2025, total assets under management are $2.63B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has STONEBRIDGE ADVISORS LLC submitted?
FilingIQ has indexed 14 quarterly Form 13F filings from STONEBRIDGE ADVISORS LLC. Filings are due 45 days after quarter-end.
Where does STONEBRIDGE ADVISORS LLC's holdings data come from?
Every position shown on this page sources back to STONEBRIDGE ADVISORS LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.