Sanchez Levi Garrett historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Sanchez Levi Garrett opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2126627), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17). 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 2026-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Blackston Financial Advisory Group, LLC | United States | $0.160B | 106 |
| Erickson Financial Group, LLC | United States | $0.160B | 25 |
| Braun-Bostich & Associates Inc. | United States | $0.160B | 126 |
| Velan Capital Investment Management LP | United States | $0.160B | 50 |
| Cornerstone Select Advisors, LLC | United States | $0.160B | 124 |
| swisspartners Advisors Ltd | Switzerland | $0.159B | 24 |
| Fairbanks Capital Management, Inc. | United States | $0.160B | 51 |
| HAHN CAPITAL MANAGEMENT LLC | United States | $0.159B | 31 |
| Palacios Wealth Management, LLC | United States | $0.160B | 75 |
| RICHARDSON FINANCIAL SERVICES INC. | United States | $0.160B | 1,132 |