Creative Planning
SBNY

Creative Planning’s Signature Bank SBNY Stock Holding History

Creative Planning’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
2023
Q1 		– Sell
-2,182
Closed -$251K – 2836
2022
Q4 		$251K Buy
2,182
+781
+56% +$107K ﹤0.01% 1854
2022
Q3 		$212K Buy
1,401
+6
+0.4% +$1.09K ﹤0.01% 1870
2022
Q2 		$250K Buy
+1,395
New +$313K ﹤0.01% 1735
2021
Q2 		– Sell
-2,577
Closed -$583K – 2775
2021
Q1 		$583K Buy
+2,577
New +$508K ﹤0.01% 1335
2017
Q3 		– Sell
-2,073
Closed -$298K – 4632
2017
Q2 		$298K Buy
2,073
+1,961
+1,751% +$278K ﹤0.01% 1295
2017
Q1 		$17K Sell
112
-660
-85% -$102K ﹤0.01% 3258
2016
Q4 		$116K Sell
772
-4,389
-85% -$599K ﹤0.01% 1766
2016
Q3 		$611K Buy
5,161
+34
+0.7% +$4.09K ﹤0.01% 794
2016
Q2 		$640K Hold
5,127
– – ﹤0.01% 674
2016
Q1 		$698K Buy
5,127
+775
+18% +$106K 0.01% 619
2015
Q4 		$667K Sell
4,352
-36
-0.8% -$5.43K 0.01% 638
2015
Q3 		$604K Buy
+4,388
New +$620K 0.01% 666
2015
Q2 		– Sell
-2,242
Closed -$291K – 4143
2015
Q1 		$291K Sell
2,242
-557
-20% -$69.2K ﹤0.01% 1013
2014
Q4 		$353K Buy
2,799
+1,059
+61% +$126K ﹤0.01% 855
2014
Q3 		$195K Buy
1,740
+740
+74% +$87.1K ﹤0.01% 1069
2014
Q2 		$126K Buy
1,000
+846
+549% +$102K ﹤0.01% 1289
2014
Q1 		$19K Buy
154
+14
+10% +$1.71K ﹤0.01% 2425
2013
Q4 		$15K Hold
140
– – ﹤0.01% 2375
2013
Q3 		$13K Buy
+140
New +$12.6K ﹤0.01% 2343

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return