NEVILLE RODIE & SHAW INC quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NEVILLE RODIE & SHAW INC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was MERPRK ($0); the largest decrease was MERPRK ($0).
- MERPRK: Country of operation United States; Class PREFERRED STOCKS; Shares 2026-03-31 8,000; Shares 2026-06-30 8,000.
Two Form 13F-HR filings compared (SEC CIK 71210): 2026-03-31 (filed 2026-04-01) and 2026-06-30 (filed 2026-07-06). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Main Management LLC | United States | $0.001B | 102 |
| VESTOR CAPITAL, LLC | United States | $0.001B | 281 |
| Acuitas Investments, LLC | United States | $0.001B | 9 |
| Cohalo Advisory LLC | United States | $0.001B | 13 |
| Premier Fund Managers Ltd | United Kingdom | $0.001B | 167 |
| PHILADELPHIA TRUST CO | United States | $0.001B | 265 |
| Creekmur Asset Management LLC | United States | $0.001B | 5 |
| APPLETON PARTNERS INC/MA | United States | $0.001B | 262 |
| PAYDEN & RYGEL | United States | $0.001B | 114 |
| Kentucky Retirement Systems Insurance Trust Fund | United States | $0.001B | 492 |