Mariner Wealth Advisors »

Stonecastle Finl shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Stonecastle Finl

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stonecastle Finl by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 15k 19.55

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Micron Technology (MU)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Mariner Wealth Advisors

Top funds holding Stonecastle Finl

Arrowpoint Asset Management
Stifel Financial
Advisor Group Holdings
Noble Wealth Management PBC
Susquehanna International
Everstar Asset Management
Closed-End Fund Advisors
Almitas Capital
AlphaCore Capital
Morgan Stanley
Marshall Wace
Raymond James Financial
CSS
Oppenheimer & Co
Capital Investment Advisors

View all funds holding Stonecastle Finl