Stonebridge Advisors 13F annual report

Stonebridge Advisors is an investment fund managing more than $153 billion ran by Samantha Addonizio. There are currently 4 companies in Mrs. Addonizio’s portfolio. The largest investments include Wells Fargo Co New and Bank America Corp, together worth $142 billion.

$153 billion Assets Under Management (AUM)

As of 29th August 2024, Stonebridge Advisors’s top holding is 69,144 shares of Wells Fargo Co New currently worth over $82.2 billion and making up 53.6% of the portfolio value. In addition, the fund holds 49,787 shares of Bank America Corp worth $59.6 billion. The third-largest holding is Invesco Exch Traded Fd Tr Ii worth $7.61 billion and the next is First Tr Exch Traded Fd Iii worth $3.97 billion, with 228,435 shares owned.

Currently, Stonebridge Advisors's portfolio is worth at least $153 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Stonebridge Advisors

The Stonebridge Advisors office and employees reside in Wilton, Connecticut. According to the last 13-F report filed with the SEC, Samantha Addonizio serves as the Chief Compliance Officer & Counsel at Stonebridge Advisors.