LFG
SBNY

Larson Financial Group’s Signature Bank SBNY Stock Holding History

Larson 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
2021
Q2 		– Sell
-96
Closed -$22K – 975
2021
Q1 		$22K Hold
96
– – 0.01% 402
2020
Q4 		$13K Hold
96
– – ﹤0.01% 462
2020
Q3 		$8K Buy
+96
New +$9.56K ﹤0.01% 476

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Larson Financial Group's SBNY Position: Q2 2021 in Review

Larson Financial Group sold out of Signature Bank (SBNY) in Q2 2021, closing a stake of 96 shares — an estimated $22K sold.

Larson Financial Group first reported a position in SBNY in Q3 2020 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 433 funds tracked by Wall St. Rank hold SBNY as of Q2 2021.

  • Larson Financial Group reported no remaining Signature Bank position as of Q2 2021 after selling out during the quarter.
  • Larson Financial Group sold 96 Signature Bank shares in Q2 2021, an estimated $22K.
  • Larson Financial Group first reported a position in Signature Bank in Q3 2020 and held it in 3 quarters.
  • Larson Financial Group's Signature Bank position peaked at $22K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Signature Bank as of Q2 2021.

Based on Larson Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.