Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spectrum Asset Management, Inc. (CIK 1318293) reported $50.0M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PGX ($42.5M, 84.85%), WFC/PRL ($4.0M, 7.93%), VRP ($2.5M, 5.09%), BAC-PL ($1.1M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGX | INVESCO EXCH TRADED FD TR II | $42.5M | 84.85% | 3.9M | Trimmed |
| 2 | WFC/PRL | WELLS FARGO & CO | $4.0M | 7.93% | 3,437 | Trimmed |
| 3 | VRP | INVESCO EXCH TRADED FD TR II | $2.5M | 5.09% | 106,122 | Trimmed |
| 4 | BAC-PL | BANK AMERICA CORP | $1.1M | 2.14% | 897 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31