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

36 quarters · across all stocks

Holdings in OPRA

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Shares Held

Position Value (USD)

7 quarters on record
Report Date Value (USD) Shares
2026-03-31 $162,264 11,379
2025-12-31 $1,416 100
2025-09-30 $44,499 2,156
2025-06-30 $1,890 100
2025-03-31 $1,594 100
2024-12-31 $1,894 100
2024-09-30 $1,545 100