Wambolt & Associates, LLC current holdings: USA Preferred Shares
Wambolt & Associates, LLC reported $0.00 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are BANK AMERICA CORP, WELLS FARGO CO NEW.
- BANK AMERICA CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 484; Value $584,712.
- WELLS FARGO CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 480; Value $564,113.
Form 13F-HR as filed (SEC CIK 1755723): quarter ended 2025-06-30, filed 2025-08-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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