CapWealth Advisors’s FREDDIE MAC FIXED FLG RT NON CUM PERP PREF FRE.PRZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.8M Buy
1,959,414
+10,949
+0.6% +$111K 1.36% 32
2026
Q1
$22M Sell
1,948,465
-22,037
-1% -$249K 1.63% 25
2025
Q4
$28.4M Sell
1,970,502
-90,917
-4% -$1.31M 1.94% 21
2025
Q3
$32.2M Buy
+2,061,419
New +$32.2M 2.22% 12
2022
Q2
Sell
-1,083,590
Closed -$3.36M 124
2022
Q1
$3.36M Buy
1,083,590
+15,000
+1% +$46.5K 0.34% 62
2021
Q4
$3.07M Buy
1,068,590
+273,375
+34% +$785K 0.31% 60
2021
Q3
$1.9M Sell
795,215
-748,516
-48% -$1.79M 0.21% 64
2021
Q2
$3.13M Sell
1,543,731
-269,778
-15% -$548K 0.34% 56
2021
Q1
$9.14M Sell
1,813,509
-192,114
-10% -$968K 1.04% 43
2020
Q4
$17.6M Buy
2,005,623
+41,770
+2% +$366K 2.09% 19
2020
Q3
$17.5M Buy
1,963,853
+48,472
+3% +$431K 2.33% 15
2020
Q2
$15.2M Buy
1,915,381
+2,355
+0.1% +$18.7K 2.15% 14
2020
Q1
$11.7M Buy
1,913,026
+90,313
+5% +$550K 2.05% 17
2019
Q4
$21.6M Buy
1,822,713
+190,250
+12% +$2.25M 2.72% 11
2019
Q3
$21.4M Sell
1,632,463
-95,552
-6% -$1.25M 2.84% 10
2019
Q2
$21.4M Buy
1,728,015
+10,900
+0.6% +$135K 3.06% 8
2019
Q1
$17.2M Buy
1,717,115
+106,600
+7% +$1.07M 2.64% 15
2018
Q4
$11.3M Buy
1,610,515
+509,675
+46% +$3.57M 1.98% 19
2018
Q3
$5.87M Buy
1,100,840
+14,600
+1% +$77.8K 0.96% 40
2018
Q2
$6.79M Buy
1,086,240
+252,570
+30% +$1.58M 1.22% 34
2018
Q1
$4.79M Buy
833,670
+69,900
+9% +$402K 0.93% 39
2017
Q4
$6.57M Buy
763,770
+120,300
+19% +$1.03M 1.18% 32
2017
Q3
$4.39M Buy
643,470
+87,110
+16% +$595K 0.84% 41
2017
Q2
$3.03M Sell
556,360
-59,585
-10% -$325K 0.61% 44
2017
Q1
$3.85M Buy
615,945
+25,450
+4% +$159K 0.79% 41
2016
Q4
$4.46M Buy
590,495
+89,750
+18% +$678K 0.97% 40
2016
Q3
$1.74M Sell
500,745
-250
-0% -$870 0.42% 53
2016
Q2
$2.23M Hold
500,995
0.54% 48
2016
Q1
$1.55M Buy
500,995
+31,500
+7% +$97.6K 0.4% 55
2015
Q4
$1.6M Buy
469,495
+91,700
+24% +$312K 0.39% 56
2015
Q3
$1.85M Buy
377,795
+125,000
+49% +$612K 0.46% 53
2015
Q2
$948K Buy
252,795
+48,000
+23% +$180K 0.22% 54
2015
Q1
$852K Hold
204,795
0.2% 59
2014
Q4
$809K Sell
204,795
-262,225
-56% -$1.04M 0.19% 62
2014
Q3
$4.81M Hold
467,020
1.09% 42
2014
Q2
$5.09M Buy
+467,020
New +$5.09M 1.17% 41
2014
Q1
Sell
-484,120
Closed -$4.34M 391
2013
Q4
$4.34M Buy
+484,120
New +$4.34M 1.1% 41

CapWealth Advisors's FRE.PRZ Position: Q2 2026 in Review

CapWealth Advisors increased its FREDDIE MAC FIXED FLG RT NON CUM PERP PREF (FRE.PRZ) stake by 0.56% in Q2 2026, buying an estimated $111K and bringing the position to 1,959,414 shares worth $19.8M. The position accounts for 1.36% of the portfolio, ranked #32.

CapWealth Advisors first reported a position in FRE.PRZ in Q4 2013 and has held it in 37 quarters since. The position peaked at $32.2M in Q3 2025. 1 fund tracked by Wall St. Rank holds FRE.PRZ as of Q2 2026.

  • CapWealth Advisors held 1,959,414 shares of FREDDIE MAC FIXED FLG RT NON CUM PERP PREF worth $19.8M as of Q2 2026.
  • CapWealth Advisors bought 10,949 FREDDIE MAC FIXED FLG RT NON CUM PERP PREF shares in Q2 2026, an estimated $111K.
  • FREDDIE MAC FIXED FLG RT NON CUM PERP PREF made up 1.36% of CapWealth Advisors's portfolio in Q2 2026, its #32 holding.
  • CapWealth Advisors first reported a position in FREDDIE MAC FIXED FLG RT NON CUM PERP PREF in Q4 2013 and has held it in 37 quarters since.
  • CapWealth Advisors's FREDDIE MAC FIXED FLG RT NON CUM PERP PREF position peaked at $32.2M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held FREDDIE MAC FIXED FLG RT NON CUM PERP PREF as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.