Skip to main content

Steward Partners Investment Advisory, LLC

CIK
1723397
City
STAMFORD
State / Country
CT

Top Portfolio Positions

2,615 positions · $10,624,186,661 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in OPK

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $8,105 7,110
2025-12-31 $8,958 7,110
2025-09-30 $11,020 7,110
2025-06-30 $9,424 7,140
2025-03-31 $16,988 10,234
2024-12-31 $15,130 10,293
2024-09-30 $15,436 10,360
2024-06-30 $12,637 10,110
2024-03-31 $12,132 10,110
2023-12-31 $17,531 11,610
2023-09-30 $19,216 12,010
2023-06-30 $26,061 12,010
2023-03-31 $17,534 12,010
2022-12-31 $17,387 13,910
2022-09-30 $26,289 13,910
2022-06-30 $38,734 15,310
2022-03-31 $47,506 13,810
2021-12-31 $51,996 10,810
2021-09-30 $39,456 10,810
2021-06-30 $43,780 10,810
2021-03-31 $46,803 10,910
2020-12-31 $42,699 10,810
2020-09-30 $39,888 10,810
2020-06-30 $40,272 11,810
2020-03-31 $14,485 10,810