Bawa N Mallick Trust quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bawa N Mallick Trust opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2040013): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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 |
|---|---|---|---|
| Cresta Advisors, Ltd. | United States | $0.244B | 53 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | United States | $0.244B | 182 |
| Longitude (Cayman) Ltd. | Cayman Islands | $0.244B | 51 |
| O'Connor Financial Group LLC | United States | $0.244B | 58 |
| JNE Partners LLP | United Kingdom | $0.244B | 7 |
| Burford Brothers, Inc. | United States | $0.244B | 172 |
| GE INVESTMENT MANAGEMENT CORP. | United States | $0.244B | 4 |
| Ridgewood Investments LLC | United States | $0.244B | 208 |
| Orin Green Financial, LLC | United States | $0.244B | 78 |
| AAF Wealth Management, LLC | United States | $0.244B | 59 |