Managers / Q4 2021 · view latest →
SBK Financial, Inc.
CIK 0001911894 · 1001 HAXALL POINT, SUITE 705, RICHMOND, VA, 23219 · (804) 237-1700
Reported Value
$125M
Q4 2021
Positions
132
Filings on Record
5
2019–present window
Filed
Feb 22, 2022
original filing
Summary
Sbk Financial, Inc. reported $125M in U.S.-listed holdings across 132 positions for Q4 2021.
The portfolio is heavily concentrated: USRT alone accounts for 28.1% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.