SBK Financial, Inc.

13F Filings History

Latest 13F report: Q4 2022 - Jan 31, 2023
Value $: $63.1M
Signature - Title: Stephanie F. Stumpf - Chief Compliance Officer
Location: Richmond, VA
Summary: This page shows a list of all the recent 13F filings made by SBK Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SBK Financial, Inc. reported 61 stock holdings with total value $63.1M as of Q4 2022. Top holdings included MSFT, AAPL, USRT, LOW, and NKE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2022	61	$63.1M	+$1.62K	-$6.71M	-$6.7M	MSFT, AAPL, USRT, LOW, NKE	13F-HR	1/30/2023, 08:17 PM
Q3 2022	63	$65.1M	+$3.56M	-$7.9M	-$4.34M	USRT, MSFT, AAPL, LOW, IWP	13F-HR	10/20/2022, 06:46 PM
Q2 2022	68	$76.6M	+$2.51M	-$9.54M	-$7.02M	USRT, MSFT, AAPL, LOW, IWP	13F-HR	8/10/2022, 02:37 PM
Q1 2022	71	$100M	+$441K	-$18.3M	-$17.9M	USRT, MSFT, AAPL, IWP, LOW	13F-HR	5/12/2022, 09:21 PM
Q4 2021	132	$125M	$0	$0		USRT, MSFT, AAPL, IWP, LOW	13F-HR	2/18/2022, 06:48 PM