Bell Investment Advisors, Inc historic quarter change: Foreign Preferred Shares, Added
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Bell Investment Advisors, Inc opened 0 positions, added to 6, reduced 5 and sold out of 2.
- Q1 2026: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 1,465.
- Q4 2025: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 130.
- Q2 2025: Stock GGB; Country of operation —; Class SPON ADR REP PFD; Shares before 111.
- Q1 2025: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 119.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1890149), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-24); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-09-30.
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