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
2021
Q3 		– Sell
-10
Closed -$246K – 951
2021
Q2 		$246K Buy
+10
New +$2.43K 0.02% 596

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
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.