TFA
SBNY

Toth Financial Advisory’s Signature Bank SBNY Stock Holding History

Toth Financial Advisory’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
2022
Q3 		– Sell
-22
Closed -$4K – 833
2022
Q2 		$4K Sell
22
-3,170
-99% -$710K ﹤0.01% 541
2022
Q1 		$937K Buy
3,192
+27
+0.9% +$8.77K 0.14% 120
2021
Q4 		$1.02M Buy
3,165
+3,162
+105,400% +$986K 0.14% 121
2021
Q3 		$1K Buy
+3
New +$753 ﹤0.01% 746

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's SBNY Position: Q3 2022 in Review

Toth Financial Advisory sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 22 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in SBNY in Q3 2021 and held it in 4 quarters. The position peaked at $1.02M in Q4 2021. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Toth Financial Advisory reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 22 Signature Bank shares in Q3 2022, an estimated $4K.
  • Toth Financial Advisory first reported a position in Signature Bank in Q3 2021 and held it in 4 quarters.
  • Toth Financial Advisory's Signature Bank position peaked at $1.02M in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Toth Financial Advisory's 13F filing for Q3 2022, filed 14 Oct 2022.