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SPIA
Steward Partners Investment Advisory’s
Stewart Information Services
STC
Stock Holding History
Steward Partners Investment Advisory’s Portfolio
STC Stock Details
STC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-32
Closed
-$2.35K
–
4461
2025
Q3
$2.35K
Buy
+32
New
+$2.2K
﹤0.01%
3879
2021
Q2
–
Sell
-55
Closed
-$2.86K
–
7383
2021
Q1
$2.86K
Buy
+55
New
+$2.79K
﹤0.01%
3152
2019
Q3
–
Sell
-158
Closed
-$6K
–
2759
2019
Q2
$6K
Buy
+158
New
+$6.71K
﹤0.01%
2175
2018
Q4
–
Sell
-158
Closed
-$7K
–
1980
2018
Q3
$7K
Hold
158
–
–
﹤0.01%
2030
2018
Q2
$7K
Hold
158
–
–
﹤0.01%
1890
2018
Q1
$6K
Hold
158
–
–
﹤0.01%
1743
2017
Q4
$6K
Hold
158
–
–
﹤0.01%
1476
2017
Q3
$5K
Hold
158
–
–
﹤0.01%
1303
2017
Q2
$7K
Hold
158
–
–
﹤0.01%
1147
2017
Q1
$6K
Hold
158
–
–
﹤0.01%
1084
2016
Q4
$7K
Buy
+158
New
+$7.09K
﹤0.01%
620
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Allspring Global Investments
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$59.7B AUM
29.08%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
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$427B AUM
29.17%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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