WFA
SBNY

Wipfli Financial Advisors’s Signature Bank SBNY Stock Holding History

Wipfli Financial Advisors’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 		$39K Buy
+260
New +$47.3K ﹤0.01% 1234

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

Wipfli Financial Advisors's SBNY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Signature Bank (SBNY) in Q3 2022: 260 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings.

509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Wipfli Financial Advisors held 260 shares of Signature Bank worth $39K as of Q3 2022.
  • Signature Bank was a new Wipfli Financial Advisors position in Q3 2022.
  • Signature Bank made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1234 holding.
  • 509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.