Embree Financial Group quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Embree Financial Group opened 1 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was CSPF (+$1,384,848); the largest decrease was CSPF (-$342,228).
Two Form 13F-HR filings compared (SEC CIK 2020860): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-15). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Parsifal Capital Management, LP | United States | $0.849B | 18 |
| Board of Trustees of The Leland Stanford Junior University | United States | $0.849B | 22 |
| Evelyn Partners Investment Management Services Ltd | United Kingdom | $0.850B | 281 |
| Legacy Advisors, LLC | United States | $0.848B | 279 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | United States | $0.851B | 14 |
| HOHIMER WEALTH MANAGEMENT, LLC | United States | $0.847B | 387 |
| CATALYST FINANCIAL PARTNERS LLC | United States | $0.847B | 370 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | United States | $0.852B | 122 |
| ABSHER WEALTH MANAGEMENT, LLC | United States | $0.853B | 70 |
| Archon Partners LLC | United States | $0.845B | 39 |