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 $405M AUM 27.41% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Summit Securities Group's SBNY Position: Q2 2023 in Review

Summit Securities Group sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 10 shares.

Summit Securities Group first reported a position in SBNY in Q1 2016 and held it in 6 quarters. The position peaked at $682K in Q1 2016. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

Summit Securities Group reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 10 Signature Bank shares in Q2 2023.
Summit Securities Group first reported a position in Signature Bank in Q1 2016 and held it in 6 quarters.
Summit Securities Group's Signature Bank position peaked at $682K in Q1 2016.
7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.