Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Is Bio-Techne Stock a Buy, Sell, or Hold After a Wealth Manager Dumps Its Entire Stake?
According to a Feb. 17, 2026, SEC filing, Hollow Brook Wealth Management LLC sold out its entire position in Bio-Techne (TECH 1.03%) during the fourth quarter of 2025. The fund divested 174,677 shares, with an estimated transaction value of $10.7…
Olde Wealth Management LLC Takes Position in Invesco QQQ $QQQ
Olde Wealth Management LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 9,178 shares of the…
Olde Wealth Management LLC Purchases Shares of 3,493 The Home Depot, Inc. $HD
Olde Wealth Management LLC acquired a new position in shares of The Home Depot, Inc. (NYSE:HD - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 3,493 shares of the home…
Olde Wealth Management LLC Purchases Shares of 5,800 Union Pacific Corporation $UNP
Olde Wealth Management LLC acquired a new position in Union Pacific Corporation (NYSE:UNP - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional…
Olde Wealth Management LLC Buys Shares of 2,991 Costco Wholesale Corporation $COST
Olde Wealth Management LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased…
9,586 Shares in Norfolk Southern Corporation $NSC Acquired by Olde Wealth Management LLC
Olde Wealth Management LLC bought a new position in Norfolk Southern Corporation (NYSE:NSC - Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought…
5,577 Shares in Lowe's Companies, Inc. $LOW Bought by Olde Wealth Management LLC
Olde Wealth Management LLC purchased a new position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,577 shares…
Olde Wealth Management LLC Takes $1.54 Million Position in Republic Services, Inc. $RSG
Olde Wealth Management LLC purchased a new position in shares of Republic Services, Inc. (NYSE:RSG - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Vista Cima Wealth Management LLC Has $373,000 Stake in Tesla, Inc. $TSLA
Vista Cima Wealth Management LLC cut its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 63.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 839 shares…
Broadcom Inc. $AVGO Shares Acquired by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 67.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
Texas Capital Bank Wealth Management Services Inc Raises Holdings in Amazon.com, Inc. $AMZN
Texas Capital Bank Wealth Management Services Inc lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 21.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 29,556 shares of the…
Oracle Corporation $ORCL Shares Sold by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc trimmed its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 9.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Energy Transfer LP $ET Stake Increased by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc lifted its holdings in Energy Transfer LP (NYSE:ET - Free Report) by 88.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Texas Capital Bank Wealth Management Services Inc Acquires 4,995 Shares of Tesla, Inc. $TSLA
Texas Capital Bank Wealth Management Services Inc boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 267.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Texas Capital Bank Wealth Management Services Inc Buys 8,366 Shares of Alphabet Inc. $GOOGL
Texas Capital Bank Wealth Management Services Inc grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 77.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
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