Beacon Pointe Advisors »

Stonecastle Finl shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Stonecastle Finl (BANX) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Stonecastle Finl

Tip: Access up to 7 years of quarterly data

All positions including Stonecastle Finl held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stonecastle Finl by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 61k 18.16
2023-09-30 $1.1M 63k 17.49

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Stonecastle Finl

Arrowpoint Asset Management
Greenwich Investment Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Stifel Financial
Punch & Associates Investment Management
Beacon Pointe Advisors
Capital Investment Advisors
Pnc Financial Services
Cambridge Investment Research Advisors
Oxbow Advisors
Citadel Advisors
RMB Capital Management
Royal Bank of Canada
Bank of America Corporation

View all funds holding Stonecastle Finl