CUSIP 84741T4012.75% CNV PFD CSPE.2.75.01/27/27.CQ4 2025
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.15M | $28.37M | +1.15M | New |
| 2 | Seven Mile Advisory | 381.2K | $9.42M | 0 | Held |
| 3 | Css LLC/Il | 323.4K | $8.03M | +19.5K | Added |
| 4 | Gatepass Capital, LLC | 133.2K | $3.29M |
| Added |
| 5 | Ubs Group AG | 27.0K | $667.0K | −3.0K | Reduced |
| 6 | Graham Capital Wealth Management, LLC | 21.1K | $521.9K | −2.3K | Reduced |
| 7 | Wells Fargo & Company/Mn | 19.3K | $478.0K | −764 | Reduced |
| 8 | Beverly Hills Private Wealth, LLC | 9.7K | $239.7K | +9.7K | New |
| 9 | Blue Bell Private Wealth Management, LLC | 2.8K | $68.9K | −269 | Reduced |
| 10 | Morgan Stanley | 645 | $15.9K | −641 | Reduced |
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