WAM
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Wakefield Asset Management’s Chubb CB Stock Holding History

Wakefield Asset Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$535K Hold
1,846
– – 0.15% 157
2025
Q1 		$557K Buy
+1,846
New +$557K 0.17% 148