Advertisement
Screener

Wallace Capital Management Inc. Last Quarter Change: USA Preferred Shares, New

Wallace Capital Management Inc. quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Wallace Capital Management Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1459754): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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 NameCountry13F ValueHoldings
TWIN FOCUS CAPITAL PARTNERS, LLCUnited States$0.871B173
River Wealth Advisors LLCUnited States$0.871B205
Pacific Life Fund Advisors LLCUnited States$0.871B21
Boulay Financial Advisors, LLCUnited States$0.871B5
Philip James Wealth Mangement, LLCUnited States$0.870B157
Fund 1 Investments, LLCUnited States$0.872B66
Private Capital Advisors, Inc.United States$0.872B73
SoftVest Advisors, LLCUnited States$0.872B5
CABOT WEALTH MANAGEMENT INCUnited States$0.869B139
Genus Capital Management Inc.Canada$0.873B189