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Stonecastle Finl shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Stonecastle Finl (BANX) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Stonecastle Finl

Tip: Access up to 7 years of quarterly data

All positions including Stonecastle Finl held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stonecastle Finl by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $40k 2.1k 19.06

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View all positions for Blue Bell Private Wealth Management

Top funds holding Stonecastle Finl

Arrowpoint Asset Management
Raymond James Financial
Stifel Financial
Noble Wealth Management PBC
Almitas Capital
Closed-End Fund Advisors
Hudson Bay Capital Management
Everstar Asset Management
Advisor Group Holdings
Morgan Stanley
CSS
Caldwell Sutter Capital
Capital Investment Advisors
Oppenheimer & Co
Falcon Wealth Planning

View all funds holding Stonecastle Finl