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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
2025-09-30 $414k 19k 21.92
2025-06-30 $395k 19k 20.93
2025-03-31 $397k 19k 21.05
2024-12-31 $396k 19k 20.98
2024-09-30 $339k 16k 20.69
2024-06-30 $264k 14k 18.44

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View all positions for Falcon Wealth Planning

Top funds holding Stonecastle Finl

Raymond James Financial
Stifel Financial
Arrowpoint Asset Management
Everstar Asset Management
Advisor Group Holdings
Capital Investment Advisors
Bard Associates
Marshall Wace
Oppenheimer & Co
Falcon Wealth Planning
Morgan Stanley
Catalina Capital Group
Rockefeller Capital Management
Accurate Wealth Management
Oxbow Advisors

View all funds holding Stonecastle Finl