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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 FFA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $624,178 30,597
2025-12-31 $673,657 30,593
2025-09-30 $669,487 31,110
2025-06-30 $623,616 30,450
2025-03-31 $670,404 34,700
2024-12-31 $710,870 34,325
2024-09-30 $707,913 34,804
2024-06-30 $688,415 34,559
2024-03-31 $658,891 34,862
2023-12-31 $652,732 35,727
2023-09-30 $621,426 35,983
2023-06-30 $649,626 37,058
2023-03-31 $612,198 37,058
2022-12-31 $576,863 36,603
2022-09-30 $548,715 37,353
2022-06-30 $607,080 37,153
2022-03-31 $727,582 35,930
2021-12-31 $672,231 31,575
2021-09-30 $543,720 27,600
2021-06-30 $121,920 6,000
2021-03-31 $271,617 14,525
2020-12-31 $88,100 5,000
2020-09-30 $52,990 3,500
2020-06-30 $48,015 3,300
2020-03-31 $35,853 2,850