FPFS
SBNY

First Personal Financial Services’s Signature Bank SBNY Stock Holding History

First Personal Financial Services’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
-157
Closed -$24K – 447
2022
Q3 		$24K Buy
+157
New +$28.5K 0.01% 275
2018
Q2 		– Sell
-108
Closed -$15K – 1066
2018
Q1 		$15K Sell
108
-10
-8% -$1.51K ﹤0.01% 704
2017
Q4 		$16K Sell
118
-37
-24% -$4.87K ﹤0.01% 697
2017
Q3 		$20K Hold
155
– – ﹤0.01% 595
2017
Q2 		$22K Buy
155
+4
+3% +$567 ﹤0.01% 570
2017
Q1 		$22K Hold
151
– – 0.01% 555
2016
Q4 		$23K Buy
151
+10
+7% +$1.36K 0.01% 534
2016
Q3 		$17K Buy
141
+58
+70% +$6.98K 0.01% 470
2016
Q2 		$10K Buy
+83
New +$11.1K ﹤0.01% 576

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