SSG
SBNY

Summit Securities Group’s Signature Bank SBNY Stock Holding History

Summit Securities 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
-10
Closed – – 1158
2023
Q1 		$0 Sell
10
-55
-85% -$6.63K ﹤0.01% 1441
2022
Q4 		$7K Sell
65
-14
-18% -$1.92K ﹤0.01% 1069
2022
Q3 		$12K Sell
79
-52
-40% -$9.45K ﹤0.01% 781
2022
Q2 		$23K Buy
131
+105
+404% +$23.5K ﹤0.01% 744
2022
Q1 		$8K Buy
+26
New +$8.45K ﹤0.01% 894
2016
Q2 		– Sell
-5,008
Closed -$682K – 323
2016
Q1 		$682K Buy
+5,008
New +$682K 0.48% 54

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