JFA
SBNY

JNBA Financial Advisors’s Signature Bank SBNY Stock Holding History

JNBA Financial Advisors’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
-6
Closed -$2K – 771
2022
Q1 		$2K Buy
+6
New +$1.95K ﹤0.01% 653
2016
Q4 		– Sell
-79
Closed -$9K – 1680
2016
Q3 		$9K Buy
+79
New +$9.51K ﹤0.01% 1077

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

JNBA Financial Advisors's SBNY Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 6 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in SBNY in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q3 2016. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • JNBA Financial Advisors reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 6 Signature Bank shares in Q2 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Signature Bank in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Signature Bank position peaked at $9K in Q3 2016.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.