IFG
SBNY

Independent Financial Group’s Signature Bank SBNY Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-976
Closed -$286K – 847
2022
Q1 		$286K Sell
976
-110
-10% -$35.7K 0.02% 613
2021
Q4 		$351K Buy
1,086
+37
+4% +$11.5K 0.03% 536
2021
Q3 		$286K Sell
1,049
-577
-35% -$145K 0.03% 543
2021
Q2 		$399K Sell
1,626
-618
-28% -$150K 0.04% 438
2021
Q1 		$507K Buy
2,244
+128
+6% +$25.2K 0.07% 329
2020
Q4 		$286K Buy
+2,116
New +$221K 0.04% 433

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Financial Group's SBNY Position: Q2 2022 in Review

Independent Financial Group sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 976 shares — an estimated $286K sold.

Independent Financial Group first reported a position in SBNY in Q4 2020 and held it in 6 quarters. The position peaked at $507K in Q1 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • Independent Financial Group reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 976 Signature Bank shares in Q2 2022, an estimated $286K.
  • Independent Financial Group first reported a position in Signature Bank in Q4 2020 and held it in 6 quarters.
  • Independent Financial Group's Signature Bank position peaked at $507K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.