EBWM
SBNY

Eagle Bluffs Wealth Management’s Signature Bank SBNY Stock Holding History

Eagle Bluffs Wealth Management’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
-4,661
Closed -$537K – 69
2022
Q4 		$537K Sell
4,661
-80
-2% -$11K 0.56% 46
2022
Q3 		$716K Buy
4,741
+927
+24% +$168K 0.83% 35
2022
Q2 		$684K Buy
+3,814
New +$855K 0.74% 39

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 $1.33B AUM 47.35% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $360M AUM 32.54% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Eagle Bluffs Wealth Management's SBNY Position: Q1 2023 in Review

Eagle Bluffs Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 4,661 shares — an estimated $537K sold.

Eagle Bluffs Wealth Management first reported a position in SBNY in Q2 2022 and held it in 3 quarters. The position peaked at $716K in Q3 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Eagle Bluffs Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Eagle Bluffs Wealth Management sold 4,661 Signature Bank shares in Q1 2023, an estimated $537K.
  • Eagle Bluffs Wealth Management first reported a position in Signature Bank in Q2 2022 and held it in 3 quarters.
  • Eagle Bluffs Wealth Management's Signature Bank position peaked at $716K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.