CPG
SBNY

Cornerstone Planning Group’s Signature Bank SBNY Stock Holding History

Cornerstone Planning Group’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$952 Buy
+8
New +$1.1K ﹤0.01% 1372

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's SBNY Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Signature Bank (SBNY) in Q4 2022: 8 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Cornerstone Planning Group held 8 shares of Signature Bank worth $952 as of Q4 2022.
  • Signature Bank was a new Cornerstone Planning Group position in Q4 2022.
  • Signature Bank made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1372 holding.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.