Bernard Wealth Management Corp. historic quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Bernard Wealth Management Corp. opened 0 positions, added to 3, reduced 3 and sold out of 0.
- Q1 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 1,395.
- Q4 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 1,385.
- Q2 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 1,608.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056313), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16). 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 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Matisse Capital | United States | $0.234B | 190 |
| Greenfield Savings Bank | United States | $0.234B | 143 |
| Midwest Financial Group LLC | United States | $0.234B | 126 |
| Clarus Wealth Advisors | United States | $0.235B | 88 |
| Rubicon Global Capital Ltd | United Kingdom | $0.235B | 10 |
| Compass Wealth Management, LLC/GA | United States | $0.234B | 72 |
| Heritage Wealth Management, Inc./Texas | United States | $0.234B | 41 |
| Elemental Capital Partners LLC | United States | $0.235B | 12 |
| Elevation Capital Advisory, LLC | United States | $0.235B | 65 |
| Saranac Partners Ltd | United Kingdom | $0.234B | 103 |