PTC
SBNY

Private Trust Company’s Signature Bank SBNY Stock Holding History

Private Trust Company’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
-164
Closed -$30 – 2402
2023
Q1 		$30 Sell
164
-39
-19% -$4.7K ﹤0.01% 2266
2022
Q4 		$23K Sell
203
-16
-7% -$2.2K ﹤0.01% 1251
2022
Q3 		$33K Buy
219
+39
+22% +$7.09K 0.01% 1042
2022
Q2 		$32K Buy
+180
New +$40.3K 0.01% 1083
2014
Q4 		– Sell
-6
Closed -$1K – 1732
2014
Q3 		$1K Buy
+6
New +$706 ﹤0.01% 1896
2014
Q1 		– Sell
-35
Closed -$4K – 1937
2013
Q4 		$4K Sell
35
-15
-30% -$1.53K ﹤0.01% 1297
2013
Q3 		$5K Sell
50
-20
-29% -$1.8K ﹤0.01% 1165
2013
Q2 		$6K Buy
+70
New +$5.4K ﹤0.01% 1034

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