Question 1

How many shares of FALN does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 8,703 shares of FALN (ISHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's FALN position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FALN position is worth $237,083.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FALN?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FALN position (+89.2% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FALN?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FALN in 2020-Q1. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	8,703	+89.2%	$237,083	0.0%	$26.95	36
2026-Q1	Unchanged	4,599	0.0%	$122,885	0.0%	$26.00	0
2025-Q4	Decreased	4,599	-48.3%	$125,553	0.0%	$26.28	0
2025-Q3	Increased	8,897	+1.4%	$247,159	0.0%	$26.18	23
2025-Q2	Decreased	8,777	-5.6%	$238,208	0.0%	$25.19	0
2025-Q1	Increased	9,302	+4.5%	$249,201	0.0%	$24.45	24
2024-Q4	Decreased	8,899	-4.8%	$237,692	0.0%	$24.13	0
2024-Q3	Decreased	9,353	-6.0%	$255,711	0.0%	$24.20	0
2024-Q2	Increased	9,945	+26.9%	$260,460	0.0%	$22.82	29
2024-Q1	Increased	7,836	+326x	$210,475	0.0%	$23.02	37
2023-Q4	Decreased	24	-99.2%	$634	0.0%	$22.41	0
2023-Q3	Decreased	3,158	-83.1%	$78,318	0.0%	$20.65	0
2023-Q2	Increased	18,728	+7.6%	$475,126	0.0%	$20.81	26
2023-Q1	Decreased	17,408	-5.3%	$439,895	0.0%	$20.46	0
2022-Q4	Decreased	18,385	-51.1%	$452,453	0.0%	$19.75	0
2022-Q3	Decreased	37,592	-27.2%	$898,000	0.0%	$18.82	0
2022-Q2	Decreased	51,616	-10.4%	$1.3M	0.0%	$19.15	0
2022-Q1	Decreased	57,635	-40.9%	$1.6M	0.0%	$21.36	0
2021-Q4	Increased	97,580	+82.1%	$2.9M	0.0%	$22.91	41
2021-Q3	Increased	53,581	+28.2%	$1.6M	0.0%	$22.76	32
2021-Q2	Decreased	41,794	-48.4%	$1.3M	0.0%	$22.48	0
2021-Q1	Increased	81,032	+7875.6%	$1.2B	0.0%	$21.75	51
2020-Q4	Decreased	1,016	-33.0%	$30,000	0.0%	$21.73	0
2020-Q3	Increased	1,516	+1.1%	$41,000	0.0%	$19.81	20
2020-Q2	Unchanged	1,500	0.0%	$39,000	0.0%	$18.75	0
2020-Q1	New	1,500	-	$33,000	0.0%	$15.80	27

FALN26 quarters

FALN
26 quarters