Procyon Advisors’s Signature Bank SBNY Stock Holding History

Procyon Advisors’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	-13,030	Closed	-$2.38K	–	467
2023 Q1	$2.38K	Buy	+13,030	New	+$1.57M	﹤0.01%	392
2020 Q3	–	Sell	-70	Closed	-$7K	–	1203
2020 Q2	$7K	Sell	70 -110	-61%	-$10.8K	﹤0.01%	744
2020 Q1	$14K	Sell	180 -55	-23%	-$6.91K	0.01%	548
2019 Q4	$32K	Buy	+235	New	+$29.4K	0.02%	416

Other funds holding SBNY

FinTrust Capital Advisors Greenville, South Carolina $589M AUM 26.89% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return