GCWM
SBNY

Graham Capital Wealth Management’s Signature Bank SBNY Stock Holding History

Graham Capital 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
-5,956
Closed -$686K – 196
2022
Q4 		$686K Sell
5,956
-2,654
-31% -$365K 1.23% 26
2022
Q3 		$1.3M Buy
+8,610
New +$1.56M 1.56% 19

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 $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $332M AUM 17.89% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Graham Capital Wealth Management's SBNY Position: Q1 2023 in Review

Graham Capital Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 5,956 shares — an estimated $686K sold.

Graham Capital Wealth Management first reported a position in SBNY in Q3 2022 and held it in 2 quarters. The position peaked at $1.3M in Q3 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Graham Capital Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 5,956 Signature Bank shares in Q1 2023, an estimated $686K.
  • Graham Capital Wealth Management first reported a position in Signature Bank in Q3 2022 and held it in 2 quarters.
  • Graham Capital Wealth Management's Signature Bank position peaked at $1.3M in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Graham Capital Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.