Pacific Wealth Management quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pacific Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1852338): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-10). 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 |
|---|---|---|---|
| Kearns & Associates LLC | United States | $0.186B | 40 |
| Envision Financial LLC | United States | $0.186B | 46 |
| Meixler Investment Management, Ltd. | United States | $0.186B | 93 |
| Spectrum Strategic Capital Management, LLC | United States | $0.186B | 76 |
| Loudon Investment Management, LLC | United States | $0.186B | 95 |
| Hansen & Associates Financial Group, Inc. | United States | $0.186B | 42 |
| Merrion Investment Management Co, LLC | United States | $0.186B | 109 |
| STRATEGIC VALUE BANK PARTNERS LLC | United States | $0.186B | 14 |
| Hofer & Associates. Inc | United States | $0.186B | 64 |
| BANTAMAC CAPITAL, LLC | United States | $0.186B | 74 |