AE Wealth Management LLC quarter change: Foreign Preferred Shares, Unchanged
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, AE Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1697723): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sanctuary Advisors, LLC | United States | $18.500B | 2,534 |
| DAVENPORT & Co LLC | United States | $18.386B | 1,302 |
| NVIDIA CORP | United States | $18.374B | 7 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Sweden | $18.343B | 538 |
| BROWN BROTHERS HARRIMAN & CO | United States | $18.648B | 1,800 |
| Tredje AP-fonden | Sweden | $18.284B | 555 |
| JUPITER ASSET MANAGEMENT LTD | United Kingdom | $18.751B | 706 |
| Capital Wealth Planning, LLC | United States | $18.134B | 189 |
| HUNTINGTON NATIONAL BANK | United States | $18.124B | 6,012 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | Japan | $18.870B | 666 |