Stonegate Investment Group, LLC

Q2 2023 13F Detailed Holdings

Location
Birmingham, AL
Holdings as of
6/30/2023
Value ($000)
$2,811,910
Num holdings
348
Date filed
7/26/2023
Form type
13F-HR
Prev filing
4/20/2023
Next filing
10/24/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Franklin Templeton
2 Red Granite Zeigler
3 Lord Abbot