Financial Gravity Companies’s Signature Bank SBNY Stock Holding History

Financial Gravity Companies’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 Q4	–	Sell	-1	Closed	-$2	–	1030
2024 Q3	$2	Buy	+1	New	+$2	﹤0.01%	676

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Financial Gravity Companies's SBNY Position: Q4 2024 in Review

Financial Gravity Companies sold out of Signature Bank (SBNY) in Q4 2024, closing a stake of 1 share — an estimated $2 sold.

Financial Gravity Companies first reported a position in SBNY in Q3 2024 and held it in 1 quarter. The position peaked at $2 in Q3 2024. 4 funds tracked by Wall St. Rank hold SBNY as of Q4 2024.

Financial Gravity Companies reported no remaining Signature Bank position as of Q4 2024 after selling out during the quarter.
Financial Gravity Companies sold 1 Signature Bank share in Q4 2024, an estimated $2.
Financial Gravity Companies first reported a position in Signature Bank in Q3 2024 and held it in 1 quarter.
Financial Gravity Companies's Signature Bank position peaked at $2 in Q3 2024.
4 funds tracked by Wall St. Rank held Signature Bank as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.