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Steward Partners Investment Advisory, LLC

CIK
1723397
City
STAMFORD
State / Country
CT

Top Portfolio Positions

2,616 positions · $10,575,800,164 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ASGI

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,102,862 49,323
2025-12-31 $1,091,011 48,793
2025-09-30 $983,453 46,543
2025-06-30 $864,662 42,427
2025-03-31 $750,808 40,827
2024-12-31 $699,762 39,918
2024-09-30 $779,075 38,549
2024-06-30 $696,040 38,035
2024-03-31 $661,808 37,285
2023-12-31 $643,723 35,882
2023-09-30 $562,212 34,920
2023-06-30 $821,399 46,172
2023-03-31 $968,115 53,904
2022-12-31 $207,439 12,188
2022-09-30 $199,110 12,658
2022-06-30 $228,223 12,658
2022-03-31 $255,058 12,658
2021-12-31 $254,859 12,414
2021-09-30 $46,935 2,355