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CSSD vs FPE

Shared holdings
48
CSSD covered by FPE
16.72%
FPE covered by CSSD
16.72%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CSSD (March 31, 2026)

SecurityWeight
TORONTO-DOMINION BANK/THE JR SUBORDINA 07/84 VAR3.05%
Truist Financial Corp., Series N2.78%
BANCO SANTANDER SA REGD V/R /PERP/ SER * 9.625000002.68%
UBS GROUP AG JR SUBORDINA 144A 12/99 VAR2.42%
C V6.625 PERP2.05%
Bank of Montreal2.04%
C V6.875 PERP GG1.86%
RY V6.75 08/24/851.62%
ET V6.5 PERP H1.61%
SOUTHERN CO1.59%
Credit Agricole SA (pfd) 7.25% 03/23/2174 Perpetual1.51%
BMO V6.875 11/26/85 61.51%
Argentum Netherlands BV for Swiss Re Ltd1.49%
ING GROEP NV JR SUBORDINA 12/99 VAR1.49%
Julius Baer Group Ltd1.49%
HASI V7.125 11/15/561.48%
State Street Institutional Treasury Plus Money Market Fund- Premier Class1.48%
REINSURANCE GROUP OF AMERICA I PREFFERD STOCK1.48%
RLGH Finance Bermuda Ltd1.46%
BARCLAYS PLC 9.250000% MATURITY: PERPETUAL1.39%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.29%
BANK OF MONTREAL1.28%
AQNCN V4.75 01/18/821.27%
CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 07/86 VAR1.21%
SOCIETE GENERALE SA JR SUBORDINA 144A 12/99 VAR1.15%
TELUS Corp.1.11%
State Street Navigator Securities Lending Portfolio II1.09%
UBS V9.25 PERP 144a1.06%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.03%
TORONTO DOM BANK1.03%
CRBG V6.875 PERP1.02%
HSBC Holdings PLC0.98%
ROGERS COMMUNICATIONS IN SUBORDINATED 144A 03/82 VAR0.97%
TELEFONICA EUROPE BV EUAMDB08+NA PERP REGS0.92%
EVERSOURCE ENERG0.91%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.78%
BNP V7.75 PERP 144A0.77%
Wells Fargo & Co.0.76%
HSBC Holdings PLC0.75%
South Bow Canadian infrastructure Holdings Ltd.0.72%
Venture Global LNG, Inc.0.72%
Stellantis NV0.71%
DOMINION ENERGY0.69%
XCEL ENERGY INC0.69%
Coventry Building Society0.68%
Barclays PLC0.68%
Lloyds Banking Group PLC0.67%
Nationwide Building Society0.66%
Lloyds Banking Group PLC0.65%
COBANK ACB JR SUBORDINA 12/99 VAR0.63%

FPE (April 30, 2026)

SecurityWeight
Bank of America Corp.2.56%
Wells Fargo & Co., Series L, Conv. Pfd.2.09%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.67%
NextEra Energy Capital Holdings, Inc., Series U, Pfd.1.41%
JPMorgan Chase & Co., Series NN1.37%
XEL 6 1/41.27%
CREDIT AGRICOLE SA F2V1.24%
C V6.625 PERP1.22%
BNP V7.2 PERP 144A1.15%
T-MOBILE USA INC PREFERRED STOCK 03/70 5.51.10%
COREBRIDGE FINANCIAL INC PREFERRED STOCK 12/64 6.3751.10%
SCHW V4 PERP H1.09%
HIG F 02/12/47 ICON1.07%
Goldman Sachs Group, Inc. (The), Series X1.05%
Bank of Montreal1.02%
DTE Energy Co., Series H, Pfd.1.02%
American AgCredit Corp1.01%
AEGON Funding Company, LLC, 5.100%0.99%
ESGR 7 PERP0.96%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.96%
SANTAN 9 5/8 PERP0.96%
F&G Annuities & Life Inc PREFERRED STOCK0.96%
ING GROEP NV JR SUBORDINA 12/99 VAR0.95%
Bell Canada0.94%
RY V6.75 08/24/850.94%
DOMINION ENERGY0.90%
AMER ELEC PWR0.87%
T-MOBILE USA INC PREFERRED STOCK 06/70 5.50.86%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.85%
HSBC HOLDINGS PLC JR SUBORDINA 12/99 VAR0.80%
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR0.76%
Bank of Nova Scotia (The)0.75%
Credit Agricole SA0.73%
CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 10/85 VAR0.72%
TORONTO DOM BANK0.72%
F&G Annuities & Life Inc PREFERRED STOCK0.71%
Aspen Insurance Holdings Ltd.0.70%
ATHENE HOLDINGS 7.25%/VAR PFD 03/30/20640.70%
HSBC Holdings PLC Floating rate, Due 12/31/20490.69%
NWG 8 1/8 PERP0.67%
ING Groep NV0.66%
Mitsubishi UFJ Financial Group, Inc.0.65%
GLOBAL ATLANTIC FIN CO REGD V/R 144A P/P 7.250000000.64%
The PNC Financial Services Group, Inc.0.64%
DOMINION ENERGY0.64%
Ares Finance Company III, LLC 4.125%, Fixed until 06/30/20260.64%
LAND O LAKES INC JR SUBORDINA 144A 12/99 70.63%
BBVA MEXICO SA INSTITUCION DE BANCA MULTIPLE GRUPO FINANCIERO BBVA MEXICO/TX0.62%
BNS V7.35 04/27/850.62%
Wells Fargo & Co.0.62%

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