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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 PCN

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $935,970 78,653
2025-12-31 $573,689 44,960
2025-09-30 $234,765 17,546
2025-06-30 $155,845 12,281
2024-03-31 $13,243 948