PFS
SBNY

Prospera Financial Services’s Signature Bank SBNY Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-2,252
Closed -$259K – 1015
2022
Q4 		$259K Buy
2,252
+785
+54% +$108K 0.01% 759
2022
Q3 		$222K Buy
+1,467
New +$267K 0.01% 749
2022
Q2 		– Sell
-7
Closed -$2K – 2824
2022
Q1 		$2K Buy
+7
New +$2.27K ﹤0.01% 2554
2020
Q4 		– Sell
-7
Closed -$1K – 1753
2020
Q3 		$1K Buy
+7
New +$697 ﹤0.01% 1603

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Prospera Financial Services's SBNY Position: Q1 2023 in Review

Prospera Financial Services sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 2,252 shares — an estimated $259K sold.

Prospera Financial Services first reported a position in SBNY in Q3 2020 and held it in 4 quarters. The position peaked at $259K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Prospera Financial Services reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 2,252 Signature Bank shares in Q1 2023, an estimated $259K.
  • Prospera Financial Services first reported a position in Signature Bank in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's Signature Bank position peaked at $259K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.