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 SCD

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Shares Held

Position Value (USD)

17 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,743,846 250,760
2025-12-31 $2,464,591 166,414
2025-09-30 $2,721,104 175,216
2025-06-30 $2,745,194 175,974
2025-03-31 $2,840,589 178,317
2024-12-31 $3,022,504 175,727
2024-09-30 $2,732,201 155,327
2024-06-30 $2,321,303 149,955
2024-03-31 $2,134,359 136,468
2023-12-31 $1,613,587 115,174
2023-09-30 $1,404,762 112,381
2023-06-30 $1,325,514 103,475
2023-03-31 $1,156,592 94,725
2022-12-31 $1,030,022 85,550
2022-09-30 $960,767 85,250
2022-06-30 $3,449 280
2021-03-31 $57,785 4,550