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Stonecastle Finl shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Stonecastle Finl (BANX) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Stonecastle Finl

Tip: Access up to 7 years of quarterly data

All positions including Stonecastle Finl held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stonecastle Finl by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $339k 16k 20.69
2024-06-30 $264k 14k 18.44

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Top funds holding Stonecastle Finl

Greenwich Investment Management
Raymond James Financial Services Advisors
Arrowpoint Asset Management
Stifel Financial
Advisor Group Holdings
Beacon Pointe Advisors
Bard Associates
Capital Investment Advisors
Citadel Advisors
Oppenheimer & Co
Everstar Asset Management
Falcon Wealth Planning
Cambridge Investment Research Advisors
Oxbow Advisors
Morgan Stanley

View all funds holding Stonecastle Finl