PERSONAL CFO SOLUTIONS, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PERSONAL CFO SOLUTIONS, LLC opened 0 positions, added to 0, reduced 0 and sold out of 1.
- Q4 2024: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1677501), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2019-09-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Asio Capital, LLC | United States | $0.712B | 110 |
| Alvarez & Marsal Private Wealth Partners, LLC | United States | $0.712B | 177 |
| Defilade Capital Management, L.P. | United States | $0.712B | 31 |
| Tri Locum Partners LP | United States | $0.713B | 17 |
| DIMENSION CAPITAL MANAGEMENT LLC | United States | $0.713B | 123 |
| Insight Wealth Partners, LLC | United States | $0.713B | 120 |
| Leelyn Smith, LLC | United States | $0.713B | 154 |
| Sixth Street Partners Management Company, L.P. | United States | $0.711B | 9 |
| Affinity Capital Advisors, LLC | United States | $0.713B | 181 |
| DEAN INVESTMENT ASSOCIATES, LLC | United States | $0.710B | 190 |