CRC
SBNY

Curi RMB Capital’s Signature Bank SBNY Stock Holding History

Curi RMB Capital’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 		– Sell
-20,000
Closed -$3.02M – 504
2022
Q3 		$3.02M Hold
20,000
– – 0.11% 182
2022
Q2 		$3.58M Buy
+20,000
New +$4.48M 0.12% 168
2019
Q3 		– Sell
-13,899
Closed -$1.68M – 837
2019
Q2 		$1.68M Sell
13,899
-18,480
-57% -$2.29M 0.06% 342
2019
Q1 		$4.15M Sell
32,379
-5,037
-13% -$641K 0.14% 219
2018
Q4 		$3.85M Sell
37,416
-30,037
-45% -$3.38M 0.13% 223
2018
Q3 		$7.75M Sell
67,453
-3,879
-5% -$457K 0.23% 151
2018
Q2 		$9.12M Buy
71,332
+553
+0.8% +$72.5K 0.28% 131
2018
Q1 		$10M Sell
70,779
-18,375
-21% -$2.77M 0.31% 111
2017
Q4 		$12.2M Buy
89,154
+57,405
+181% +$7.56M 0.38% 84
2017
Q3 		$4.07M Buy
31,749
+13,969
+79% +$1.83M 0.13% 271
2017
Q2 		$2.55M Buy
+17,780
New +$2.52M 0.09% 329

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 $5.7T 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