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Steward Partners Investment Advisory, LLC

CIK
1723397
City
STAMFORD
State / Country
CT

Top Portfolio Positions

2,609 positions · $10,487,544,600 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in FSP

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,188 1,800
2025-12-31 $1,710 1,800
2025-09-30 $2,880 1,800
2025-06-30 $2,952 1,800
2025-03-31 $3,204 1,800
2024-12-31 $3,294 1,800
2024-09-30 $3,186 1,800
2024-06-30 $2,754 1,800
2024-03-31 $4,086 1,800
2023-12-31 $4,608 1,800
2023-09-30 $2,775 1,500
2023-06-30 $2,175 1,500
2023-03-31 $2,355 1,500
2022-12-31 $4,095 1,500
2022-09-30 $3,945 1,500
2022-06-30 $6,255 1,500
2022-03-31 $8,850 1,500
2021-12-31 $8,925 1,500
2021-09-30 $6,960 1,500
2021-06-30 $7,890 1,500
2021-03-31 $8,175 1,500
2020-12-31 $6,555 1,500
2020-09-30 $5,490 1,500
2020-06-30 $7,635 1,500
2020-03-31 $8,595 1,500