Financial Partners Group, Inc historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Financial Partners Group, Inc opened 1 positions, added to 3, reduced 3 and sold out of 1.
- Q4 2025: Stock FPEI; Country of operation —; Class INSTL PFD SECS; Shares before 28,259.
- Q2 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 36,898.
- Q2 2024: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 17,612.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1731169), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 2017-12-31.
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