MISSION WEALTH MANAGEMENT, LP quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MISSION WEALTH MANAGEMENT, LP opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was PFF (+$38,214); the largest decrease was PFF (+$38,214).
Two Form 13F-HR filings compared (SEC CIK 1645382): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-20). 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 |
|---|---|---|---|
| Southpoint Capital Advisors LP | United States | $4.859B | 41 |
| Mill Creek Capital Advisors, LLC | United States | $4.868B | 260 |
| WHITTIER TRUST CO OF NEVADA INC | United States | $4.873B | 1,723 |
| BECK MACK & OLIVER LLC | United States | $4.849B | 195 |
| DISCIPLINED GROWTH INVESTORS INC /MN | United States | $4.887B | 61 |
| Paradigm Biocapital Advisors LP | United States | $4.894B | 35 |
| KENSICO CAPITAL MANAGEMENT CORP | United States | $4.898B | 20 |
| ARISTEIA CAPITAL, L.L.C. | United States | $4.825B | 696 |
| IFP Advisors, Inc | United States | $4.823B | 5,032 |
| TD PRIVATE CLIENT WEALTH LLC | United States | $4.822B | 1,649 |