Patriot Financial Group Insurance Agency’s Signature Bank SBNY Stock Holding History

Patriot Financial Group Insurance Agency’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	-31	Closed	-$6K	–	2131
2022 Q2	$6K	Sell	31 -9	-23%	-$2.02K	﹤0.01%	1452
2022 Q1	$12K	Buy	40 +6	+18%	+$1.95K	﹤0.01%	1302
2021 Q4	$11K	Buy	34 +21	+162%	+$6.55K	﹤0.01%	1476
2021 Q3	$4K	Buy	13 +6	+86%	+$1.51K	﹤0.01%	1810
2021 Q2	$2K	Buy	+7	New	+$1.7K	﹤0.01%	1937
2020 Q2	–	Sell	-3	Closed	–	–	1925
2020 Q1	$0	Hold	3	–	–	﹤0.01%	1826
2019 Q4	$0	Buy	+3	New	+$375	﹤0.01%	1529
2017 Q4	–	Sell	-17	Closed	-$2K	–	978
2017 Q3	$2K	Hold	17	–	–	﹤0.01%	856
2017 Q2	$2K	Hold	17	–	–	﹤0.01%	859
2017 Q1	$2K	Hold	17	–	–	﹤0.01%	782
2016 Q4	$3K	Buy	+17	New	+$2.32K	﹤0.01%	673

Other funds holding SBNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's SBNY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 31 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in SBNY in Q4 2016 and held it in 11 quarters. The position peaked at $12K in Q1 2022. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 31 Signature Bank shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Signature Bank in Q4 2016 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Signature Bank position peaked at $12K in Q1 2022.
509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.