Jones Financial Companies
SBNY

Jones Financial Companies’s Signature Bank SBNY Stock Holding History

Jones Financial 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
2022
Q3 		– Sell
-6
Closed -$1K – 768
2022
Q2 		$1K Sell
6
-11
-65% -$2.46K ﹤0.01% 703
2022
Q1 		$5K Sell
17
-23
-58% -$7.47K ﹤0.01% 590
2021
Q4 		$13K Hold
40
– – ﹤0.01% 527
2021
Q3 		$11K Hold
40
– – ﹤0.01% 492
2021
Q2 		$10K Buy
40
+17
+74% +$4.13K ﹤0.01% 476
2021
Q1 		$5K Buy
+23
New +$4.53K ﹤0.01% 637

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jones Financial Companies's SBNY Position: Q3 2022 in Review

Jones Financial Companies sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Jones Financial Companies first reported a position in SBNY in Q1 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Jones Financial Companies reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
  • Jones Financial Companies sold 6 Signature Bank shares in Q3 2022, an estimated $1K.
  • Jones Financial Companies first reported a position in Signature Bank in Q1 2021 and held it in 6 quarters.
  • Jones Financial Companies's Signature Bank position peaked at $13K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Jones Financial Companies's 13F filing for Q3 2022, filed 3 Nov 2022.