Sunbelt Securities’s American Strategic Investment Co NYC Stock Holding History

Sunbelt Securities’s Portfolio NYC Stock Details NYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$426	Hold	50	–	–	﹤0.01%	2334
2025 Q4	$414	Hold	50	–	–	﹤0.01%	2273
2025 Q3	$501	Sell	50 -182	-78%	-$2.21K	﹤0.01%	2223
2025 Q2	$1.97K	Buy	232 +154	+197%	+$1.68K	﹤0.01%	1600
2025 Q1	$874	Sell	78 -154	-66%	-$1.55K	﹤0.01%	1660
2024 Q4	$2.08K	Hold	232	–	–	﹤0.01%	1592
2024 Q3	$2.14K	Sell	232 -144	-38%	-$1.3K	﹤0.01%	1602
2024 Q2	$3.59K	Buy	376 +41	+12%	+$317	﹤0.01%	1456
2024 Q1	$2.13K	Hold	335	–	–	﹤0.01%	1511
2023 Q4	$2.67K	Sell	335 -75	-18%	-$622	﹤0.01%	1421
2023 Q3	$3.73K	Sell	410 -101	-20%	-$729	﹤0.01%	1364
2023 Q2	$4.04K	Sell	511 -116	-19%	-$1.05K	﹤0.01%	1357
2023 Q1	$5.12K	Sell	627 -1,112	-64%	-$13K	﹤0.01%	1292
2022 Q4	$24.6K	Sell	1,739 -20	-1%	-$431	﹤0.01%	451
2022 Q3	$45K	Hold	1,759	–	–	0.01%	423
2022 Q2	$74K	Buy	+1,759	New	+$133K	0.02%	428

Other funds holding NYC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return

Sunbelt Securities's NYC Position: Q1 2026 in Review

Sunbelt Securities held its American Strategic Investment Co (NYC) position steady in Q1 2026 at 50 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Sunbelt Securities first reported a position in NYC in Q2 2022 and has held it in 16 quarters since. The position peaked at $74K in Q2 2022. 17 funds tracked by Wall St. Rank hold NYC as of Q1 2026.

Sunbelt Securities held 50 shares of American Strategic Investment Co worth $426 as of Q1 2026.
Sunbelt Securities left its American Strategic Investment Co share count unchanged in Q1 2026.
American Strategic Investment Co made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2334 holding.
Sunbelt Securities first reported a position in American Strategic Investment Co in Q2 2022 and has held it in 16 quarters since.
Sunbelt Securities's American Strategic Investment Co position peaked at $74K in Q2 2022.
17 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.