STONEBRIDGE ADVISORS LLC
All 13F Filings
- Location
- Wilton, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 84,546
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 2 | 84,546 | 13F-HR | STONEBRIDGE ADVISORS LLC |
| Q4 2025 | 2/6/2026 | 5 | 182,525 | 13F-HR | STONEBRIDGE ADVISORS LLC |
| Q3 2025 | 11/4/2025 | 4 | 144,151 | 13F-HR | STONEBRIDGE ADVISORS LLC |
| Q2 2025 | 8/8/2025 | 4 | 151,914 | 13F-HR | STONEBRIDGE ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.23 K | 84.3% | 0 | 62.21 K | -62.21 K |
| ETFs | 13.32 K | 15.7% | 0 | 35.77 K | -35.77 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
84,546
Holdings
2
QoQ value change ($000)
-97,979
(-53.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.