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Stonecastle Finl shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Stonecastle Finl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stonecastle Finl by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $115k 5.3k 21.92
2025-06-30 $110k 5.3k 20.93
2025-03-31 $111k 5.3k 21.05
2024-12-31 $110k 5.3k 20.98

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View all positions for MAI Wealth Advisors

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