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SPE

Leavell Investment Management’s Special Opportunities Fund SPE Stock Holding History

Leavell Investment Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Buy
+16,800
New +$235K 0.01% 596

Other funds holding SPE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Leavell Investment Management's SPE Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Special Opportunities Fund (SPE) in Q2 2026: 16,800 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings.

12 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Leavell Investment Management held 16,800 shares of Special Opportunities Fund worth $226K as of Q2 2026.
  • Special Opportunities Fund was a new Leavell Investment Management position in Q2 2026.
  • Special Opportunities Fund made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #596 holding.
  • 12 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.