Chicago Partners Investment Group LLC quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Chicago Partners Investment Group LLC opened 0 positions, added to 3, reduced 3, sold out of 0 and left 1 unchanged. The largest increase in value was FPE (+$302,698); the largest decrease was BANK OF AMER CORP (-$200,297).
- BANK OF AMER CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 2026-03-31 402; Shares 2026-06-30 230.
- PFXF: Country of operation —; Class PREFERRED SECURT; Shares 2026-03-31 103,094; Shares 2026-06-30 99,969.
- WELLS FARGO & CO: Country of operation United States; Class PERP PFD CNV A; Shares 2026-03-31 521; Shares 2026-06-30 481.
Two Form 13F-HR filings compared (SEC CIK 1563525): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-30). 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.
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