FGAM
SBNY

Financial Gravity Asset Management’s Signature Bank SBNY Stock Holding History

Financial Gravity Asset 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
2024
Q2 		$2 Sell
1
-1
-50% -$2 ﹤0.01% 1399
2024
Q1 		$4 Buy
2
+1
+100% +$2 ﹤0.01% 1946
2023
Q4 		$2 Buy
+1
New +$2 ﹤0.01% 1509
2023
Q3 		– Hold
0
– – – 1855
2023
Q2 		– Hold
0
– – – 1808
2023
Q1 		– Sell
-115
Closed -$271 – 1785
2022
Q4 		$271 Buy
+115
New +$15.8K ﹤0.01% 894

Other funds holding SBNY

MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return