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.
From Trading to Wealth Preservation: Bybit Private Wealth Management Highlights 2025 Performance and New Year Outlook
DUBAI, UAE, Jan. 7, 2026 /CNW/ -- Bybit, the world's second-largest cryptocurrency exchange by trading volume, revealed the 2025 annual performance of Bybit Private Wealth Management (PWM), reporting a top fund return of 20.30% APR (Annual…
Commerce eyes wealth-management gains after sealing M&A deal
Key insight: Commerce Bancshares, the Kansas City, Missouri-based parent company of Commerce Bank, sees its first bank M&A deal in more than a decade as an opportunity to keep growing its large wealth management business. Supporting data: After the…
BCS Wealth Management Reduces Position in Procter & Gamble Company (The) $PG
BCS Wealth Management reduced its position in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 89.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,323…
Twelve Points Wealth Management LLC Lowers Stock Holdings in LyondellBasell Industries N.V. $LYB
Twelve Points Wealth Management LLC cut its holdings in LyondellBasell Industries N.V. (NYSE:LYB - Free Report) by 53.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The…
BCS Wealth Management Reduces Stock Holdings in Bank of America Corporation $BAC
BCS Wealth Management lowered its stake in shares of Bank of America Corporation (NYSE:BAC) by 70.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,510 shares of the financial services…
Fastenal Company $FAST Shares Sold by Absher Wealth Management LLC
Absher Wealth Management LLC reduced its stake in shares of Fastenal Company (NASDAQ:FAST - Free Report) by 20.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Starbucks Corporation $SBUX Shares Purchased by Absher Wealth Management LLC
Absher Wealth Management LLC grew its stake in shares of Starbucks Corporation (NASDAQ:SBUX - Free Report) by 4.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
NVIDIA Corporation $NVDA Shares Bought by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund…
Absher Wealth Management LLC Cuts Stake in Hershey Company (The) $HSY
Absher Wealth Management LLC reduced its stake in shares of Hershey Company (The) (NYSE:HSY - Free Report) by 35.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
Absher Wealth Management LLC Boosts Stock Holdings in PepsiCo, Inc. $PEP
Absher Wealth Management LLC increased its stake in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 16.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 289,572 shares of the company's stock after…
Absher Wealth Management LLC Sells 9,501 Shares of Chevron Corporation $CVX
Absher Wealth Management LLC trimmed its stake in Chevron Corporation (NYSE:CVX - Free Report) by 4.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 182,482 shares…
Absher Wealth Management LLC Invests $1.11 Million in Accenture PLC $ACN
Absher Wealth Management LLC bought a new stake in Accenture PLC (NYSE:ACN - Free Report) during the third quarter, according to its most recent filing with the SEC. The firm bought 4,518 shares of the information technology services provider's…
Apple Inc. $AAPL Stake Trimmed by Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…
Lakeridge Wealth Management LLC Sells 9,131 Shares of NVIDIA Corporation $NVDA
Lakeridge Wealth Management LLC decreased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 21.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 33,393 shares of the…
Absher Wealth Management LLC Purchases 89,576 Shares of Paychex, Inc. $PAYX
Absher Wealth Management LLC boosted its holdings in Paychex, Inc. (NASDAQ:PAYX - Free Report) by 69.2% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 219,000 shares of the business services…
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