STL β€” STERLING BANCORP DEL

Ownership history in NEXT Financial Group, Inc  Β·  1 quarter on record

AI Ownership Summary

NEXT Financial Group, Inc reported STERLING BANCORP DEL (STL) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEXT Financial Group, Inc's position in STERLING BANCORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEXT Financial Group, Inc held STL β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding STL

As of 2023 Q3 β€” sorted by position size

PFS Partners, LLC 0.01%

FAQ About NEXT Financial Group, Inc and STL

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEXT Financial Group, Inc reported owning STL?

NEXT Financial Group, Inc reported STL across 0 quarterly 13F filings.

What was the largest reported STL position in NEXT Financial Group, Inc's portfolio?

This page shows the quarter-by-quarter portfolio weight history for STL in NEXT Financial Group, Inc.

What is the latest reported STL position on this page?

The most recent filing on this page is 2021 Q3, when NEXT Financial Group, Inc reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this STL ownership page compare?

The chart compares NEXT Financial Group, Inc's quarterly STL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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