STEPHENSON NATIONAL BANK & TRUST

MARINETTE, WI How do I update this listing?

Stephenson National Bank & Trust is based out of Marinette. Their last reported 13F filing for Q4 2019 included $117,391,000 in managed 13F securities and a top 10 holdings concentration of 53.67%. Stephenson National Bank & Trust's largest holding is Vanguard S&P 500 ETF with shares held of 66,039. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.74%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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