SFG
SBNY

Steward Financial Group’s Signature Bank SBNY Stock Holding History

Steward Financial 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
2023
Q2 		– Sell
-9
Closed – – 1105
2023
Q1 		$0 Sell
9
-6
-40% -$723 ﹤0.01% 983
2022
Q4 		$1K Buy
+15
New +$2.06K ﹤0.01% 515
2022
Q3 		– Sell
-11
Closed -$1K – 1496
2022
Q2 		$1K Buy
+11
New +$2.46K ﹤0.01% 937

Other funds holding SBNY

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M 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 $35.6B AUM 18.19% 1-Year Est. Return

Steward Financial Group's SBNY Position: Q2 2023 in Review

Steward Financial Group sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 9 shares.

Steward Financial Group first reported a position in SBNY in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

  • Steward Financial Group reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 9 Signature Bank shares in Q2 2023.
  • Steward Financial Group first reported a position in Signature Bank in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Signature Bank position peaked at $1K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.