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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 OM

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,920 500
2025-12-31 $1,855 500
2025-09-30 $7,060 500
2025-06-30 $22,283 1,160
2025-03-31 $12,829 1,160