RWMG
SBNY

Redwood Wealth Management Group’s Signature Bank SBNY Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-29
Closed -$64 – 1208
2024
Q2 		$64 Buy
+29
New +$64 ﹤0.01% 1176

Other funds holding SBNY

MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM