Steward Partners Investment Advisory’s Smartbird Inc BIRD Stock Holding History

Steward Partners Investment Advisory’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19	Closed	-$108	–	4328
2025 Q3	$108	Sell	19 -15	-44%	-$123	﹤0.01%	4187
2025 Q2	$361	Hold	34	–	–	﹤0.01%	3990
2025 Q1	$219	Buy	34 +19	+127%	+$123	﹤0.01%	3918
2024 Q4	$105	Hold	15	–	–	﹤0.01%	3919
2024 Q3	$177	Hold	15	–	–	﹤0.01%	3652
2024 Q2	$150	Hold	15	–	–	﹤0.01%	3538
2024 Q1	$208	Sell	15 -75	-83%	-$1.4K	﹤0.01%	3469
2023 Q4	$2.21K	Buy	90 +75	+500%	+$1.48K	﹤0.01%	3182
2023 Q3	$333	Hold	15	–	–	﹤0.01%	3272
2023 Q2	$378	Hold	15	–	–	﹤0.01%	3207
2023 Q1	$360	Hold	15	–	–	﹤0.01%	3191
2022 Q4	$726	Sell	15 -15	-50%	-$879	﹤0.01%	3156
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	3002
2022 Q2	$2K	Sell	30 -6	-17%	-$606	﹤0.01%	2981
2022 Q1	$4K	Buy	36 +6	+20%	+$1.18K	﹤0.01%	2933
2021 Q4	$9K	Buy	+30	New	+$11.2K	﹤0.01%	2628

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Steward Partners Investment Advisory's BIRD Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Smartbird Inc (BIRD) in Q4 2025, closing a stake of 19 shares — an estimated $108 sold.

Steward Partners Investment Advisory first reported a position in BIRD in Q4 2021 and held it in 16 quarters. The position peaked at $9K in Q4 2021. 39 funds tracked by Wall St. Rank hold BIRD as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Smartbird Inc position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 19 Smartbird Inc shares in Q4 2025, an estimated $108.
Steward Partners Investment Advisory first reported a position in Smartbird Inc in Q4 2021 and held it in 16 quarters.
Steward Partners Investment Advisory's Smartbird Inc position peaked at $9K in Q4 2021.
39 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.