FELL CAPITAL MANAGEMENT /ADV historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, FELL CAPITAL MANAGEMENT /ADV opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 850601), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| PALLADIEM, LLC | United States | $0.105B | 166 |
| Signet Private Wealth LLC | United States | $0.105B | 118 |
| Waycross Investment Management Co | United States | $0.105B | 44 |
| Weaver C. Barksdale & Associates, Inc. | United States | $0.105B | 62 |
| Expressive Wealth LLC | United States | $0.105B | 130 |
| Artesa Financial Group, LLC | United States | $0.105B | 55 |
| American National Bank of Texas | United States | $0.105B | 63 |
| McLaughlin Asset Management, Inc. | United States | $0.105B | 91 |
| JHP Wealth Management, LLC | United States | $0.105B | 32 |
| Safe Harbor Fiduciary, LLC | United States | $0.105B | 57 |