Concord Wealth Partners historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 11 quarters from 2023-09-30 to 2026-06-30, Concord Wealth Partners opened 3 positions, added to 14, reduced 7 and sold out of 5.
- Q1 2026: Stock PGF; Country of operation —; Class FINL PFD ETF; Shares before 717.
- Q1 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 266.
- Q1 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 80.
- Q1 2024: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 1,816.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1814214), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-04-30). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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