NFSG
SBNY

Newbridge Financial Services Group’s Signature Bank SBNY Stock Holding History

Newbridge Financial Services 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
2023
Q2 		– Sell
-111
Closed -$20 – 1479
2023
Q1 		$20 Buy
111
+100
+909% +$12K ﹤0.01% 1394
2022
Q4 		$1.27K Hold
11
– – ﹤0.01% 1277
2022
Q3 		$2K Hold
11
– – ﹤0.01% 1262
2022
Q2 		$2K Hold
11
– – ﹤0.01% 1241
2022
Q1 		$3K Hold
11
– – ﹤0.01% 1259
2021
Q4 		$4K Buy
+11
New +$3.43K ﹤0.01% 1136

Other funds holding SBNY

FCA
FinTrust Capital Advisors Greenville, South Carolina $589M AUM 26.89% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return