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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
Arrowpoint Asset Management
Raymond James Financial Services Advisors
Stifel Financial
Beacon Pointe Advisors
Bard Associates
Capital Investment Advisors
Falcon Wealth Planning
Cambridge Investment Research Advisors
Citadel Advisors
Oxbow Advisors
Susquehanna International
Morgan Stanley
Catalina Capital Group
Royal Bank of Canada

View all funds holding Stonecastle Finl