Phoenix Financial Ltd. historic quarter change: Foreign Preferred Shares, Reduced
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Phoenix Financial Ltd. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1679543), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Farther Finance Advisors, LLC | United States | $10.590B | 5,767 |
| Carlyle Group Inc. | United States | $10.619B | 20 |
| Sustainable Growth Advisers, LP | United States | $10.622B | 96 |
| WOLVERINE ASSET MANAGEMENT LLC | United States | $10.385B | 1,678 |
| B. Metzler seel. Sohn & Co. AG | Germany | $10.773B | 1,137 |
| Erste Asset Management GmbH | Austria | $10.790B | 993 |
| OneDigital Investment Advisors LLC | United States | $10.300B | 1,474 |
| Cardano Risk Management B.V. | Netherlands | $10.224B | 44 |
| Vanguard Personalized Indexing Management, LLC | United States | $10.188B | 2,165 |
| Haverford Trust Co | United States | $10.913B | 419 |