STEPH & CO quarter change: Foreign Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, STEPH & CO opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 941519): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-16). 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 |
|---|---|---|---|
| HAMEL ASSOCIATES, INC. | United States | $0.351B | 81 |
| Spider Management Company, LLC | United States | $0.351B | 5 |
| PhiloSmith Capital Corp | United States | $0.351B | 58 |
| Columbia Bank | United States | $0.350B | 261 |
| PING CAPITAL MANAGEMENT, INC. | United States | $0.350B | 83 |
| FIDUCIARY FAMILY OFFICE, LLC | United States | $0.351B | 179 |
| Legacy Wealth Management, LLC / MS | United States | $0.351B | 106 |
| SWMG, LLC | United States | $0.350B | 120 |
| Trinity Financial Advisors LLC | United States | $0.351B | 89 |
| Wealth Management Partners, LLC | United States | $0.350B | 147 |