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Edge Capital Group, LLC Current Holdings: USA Preferred Shares

Edge Capital Group, LLC current holdings: USA Preferred Shares

Edge Capital Group, LLC reported $0.00 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are BK OF AMERICA CORP 7 25CNV PFD L, WELLS FARGO CO NEW PERP PFD CNV A.

  • BK OF AMERICA CORP 7 25CNV PFD L: Country of operation United States; Class Preferred; Shares 325; Value $396,256.
  • WELLS FARGO CO NEW PERP PFD CNV A: Country of operation United States; Class Convertible Preferred; Shares 220,705; Value $292,606.

Form 13F-HR as filed (SEC CIK 1767220): quarter ended 2024-12-31, filed 2025-02-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
BK OF AMERICA CORP 7 25CNV PFD L
CUSIP 060505682
United StatesPreferred325$396,2562024-12-312025-02-04
WELLS FARGO CO NEW PERP PFD CNV A
CUSIP 949746804
United StatesConvertible Preferred220,705$292,6062024-12-312025-02-04

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