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Stonecastle Finl shares owned by Round Rock Advisors

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

Historical chart of Round Rock Advisors investment in Stonecastle Finl

Jan 2025Feb 2025Mar 2025Apr 2025May 2025Jun 2025Jul 20251M2M3M50k100k150k
Value ($)Share countHistorical BANX position of Round Rock Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Stonecastle Finl by Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.7M 175k 20.93
2025-03-31 $3.5M 164k 21.05
2024-12-31 $896k 43k 20.98

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Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
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Select Sector Spdr Tr Indl (XLI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Select Divid Etf (DVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Dorchester Minerals Com Unit (DMLP)
Amazon (AMZN)

View all positions for Round Rock Advisors

Top funds holding Stonecastle Finl

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

View all funds holding Stonecastle Finl