CSM Advisors, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CSM Advisors, LLC opened 0 positions, added to 0, reduced 3 and sold out of 5.
- Q4 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 40,000.
- Q4 2025: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 18,000.
- Q4 2025: Stock PFLD; Country of operation —; Class AAM LW DUR PFD; Shares before 12,000.
- Q3 2025: Stock WELLS FARGO & CO; Country of operation United States; Class 7.5% PFD CLA SER L; Shares before 1,750.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1863523), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2021-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CAXTON CORP | United States | $0.004B | 7 |
| PATHWAY CAPITAL MANAGEMENT, LP | United States | $0.004B | 2 |
| FACTORIAL MANAGEMENT Ltd | Hong Kong | $0.004B | 3 |
| Capital Analysts, LLC | United States | $0.004B | 2,305 |
| Achmea Investment Management B.V. | Netherlands | $0.004B | 108 |
| TrinityBridge Ltd | United Kingdom | $0.004B | 273 |
| Gulf International Bank (UK) Ltd | United Kingdom | $0.004B | 589 |
| Vestcor Inc | Canada | $0.004B | 1,192 |
| Kentucky Retirement Systems | United States | $0.004B | 506 |
| C WorldWide Group Holding A/S | Denmark | $0.005B | 97 |