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 Hold
1
– – ﹤0.01% 1399
2024
Q1 		$2 Hold
1
– – ﹤0.01% 1187
2023
Q4 		$2 Buy
+1
New +$2 ﹤0.01% 1345

Other funds holding SBNY

MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 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 $20.6B AUM 34.61% 1-Year Est. Return

Financial Gravity Asset Management's SBNY Position: Q2 2024 in Review

Financial Gravity Asset Management held its Signature Bank (SBNY) position steady in Q2 2024 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Financial Gravity Asset Management first reported a position in SBNY in Q4 2023 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2024.

  • Financial Gravity Asset Management held 1 share of Signature Bank worth $2 as of Q2 2024.
  • Financial Gravity Asset Management left its Signature Bank share count unchanged in Q2 2024.
  • Signature Bank made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #1399 holding.
  • Financial Gravity Asset Management first reported a position in Signature Bank in Q4 2023 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.