Smith Group Asset Management, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Smith Group Asset Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1893134): 2026-03-31 (filed 2026-05-18) and 2026-06-30 (filed 2026-08-03). 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 |
|---|---|---|---|
| HEARTLAND ADVISORS INC | United States | $1.960B | 244 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | United States | $1.957B | 348 |
| Finepoint Capital LP | United States | $1.953B | 9 |
| TANG CAPITAL MANAGEMENT LLC | United States | $1.969B | 51 |
| Global X Japan Co., Ltd. | Japan | $1.946B | 378 |
| WATERS PARKERSON & CO., LLC | United States | $1.945B | 188 |
| BLACKHILL CAPITAL INC | United States | $1.943B | 49 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | Canada | $1.943B | 29 |
| Checchi Capital Advisers, LLC | United States | $1.979B | 604 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | United States | $1.941B | 773 |