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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 HWC

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,775,291 75,095
2025-12-31 $64,507 1,013
2025-09-30 $63,423 1,013
2023-12-31 $110,639 2,277
2023-09-30 $84,226 2,277
2023-06-30 $78,487 2,045
2023-03-31 $63,190 1,736
2022-12-31 $83,859 1,733
2022-09-30 $79,342 1,732
2022-06-30 $62,327 1,406
2022-03-31 $31,602 606
2021-12-31 $4,001 80
2021-09-30 $3,769 80