NEW ENGLAND ASSET MANAGEMENT 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, NEW ENGLAND ASSET MANAGEMENT INC opened 1 positions, added to 0, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was BANK OF AMER CORP (+$593,839); the largest decrease was WELLS FARGO & CO (+$26,550).
- BANK OF AMER CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 2026-03-31 9,435; Shares 2026-06-30 9,435.
- WELLS FARGO & CO: Country of operation United States; Class PERP PFD CNV A; Shares 2026-03-31 13,275; Shares 2026-06-30 13,275.
Two Form 13F-HR filings compared (SEC CIK 1004244): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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 |
|---|---|---|---|
| Greenland Capital Management LP | United States | $0.787B | 278 |
| Fideuram Asset Management (Ireland) dac | Ireland | $0.787B | 445 |
| JT Stratford LLC | United States | $0.786B | 297 |
| LAKE STREET PRIVATE WEALTH, LLC | United States | $0.785B | 270 |
| McGowan Group Asset Management, Inc. | United States | $0.785B | 154 |
| Sciencast Management LP | United States | $0.785B | 243 |
| GFS Advisors, LLC | United States | $0.785B | 159 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | United States | $0.788B | 47 |
| Strategic Wealth Investment Group, LLC | United States | $0.788B | 94 |
| ARDSLEY ADVISORY PARTNERS LP | United States | $0.784B | 151 |