Next Financial Group’s Signature Bank SBNY Stock Holding History

Next 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 Q4	$2K	Buy	6 +3	+100%	+$935	﹤0.01%	2680
2021 Q3	$1K	Sell	3 -5	-63%	-$1.26K	﹤0.01%	2730
2021 Q2	$2K	Buy	8 +3	+60%	+$728	﹤0.01%	2474
2021 Q1	$1K	Buy	+5	New	+$985	﹤0.01%	2511
2017 Q1	–	Sell	-50	Closed	-$8K	–	2535
2016 Q4	$8K	Buy	+50	New	+$6.82K	﹤0.01%	1788

Other funds holding SBNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Next Financial Group's SBNY Position: Q4 2021 in Review

Next Financial Group increased its Signature Bank (SBNY) stake by 100% in Q4 2021, buying an estimated $935 and bringing the position to 6 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Next Financial Group first reported a position in SBNY in Q4 2016 and has held it in 5 quarters since. The position peaked at $8K in Q4 2016. 548 funds tracked by Wall St. Rank hold SBNY as of Q4 2021.

Next Financial Group held 6 shares of Signature Bank worth $2K as of Q4 2021.
Next Financial Group bought 3 Signature Bank shares in Q4 2021, an estimated $935.
Signature Bank made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2680 holding.
Next Financial Group first reported a position in Signature Bank in Q4 2016 and has held it in 5 quarters since.
Next Financial Group's Signature Bank position peaked at $8K in Q4 2016.
548 funds tracked by Wall St. Rank held Signature Bank as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.