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.
RBC Wealth Management Wins Three 2026 Private Banking Awards
RBC Wealth Management won three categories at the 2026 Private Banker International Global Wealth Awards, drawing attention to its international expansion and use of AI in its wealth business. The organizer selected RBC for Outstanding Private Bank…
5,240 Apple Inc. $AAPL Shares Bought by Decker Wealth Management LLC
Decker Wealth Management LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Parkway Wealth Management Group LLC Acquires New Position in NetApp, Inc. $NTAP
Parkway Wealth Management Group LLC acquired a new stake in shares of NetApp, Inc. (NASDAQ:NTAP - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Amazon.com, Inc. $AMZN Stock: Verus Wealth Management LLC Boosts Holdings
Verus Wealth Management LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 389.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Western Digital Corporation $WDC Shares Sold by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC trimmed its stake in Western Digital Corporation (NASDAQ:WDC - Free Report) by 40.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 8,272 shares of the data storage…
DoorDash, Inc. $DASH Shares Newly Acquired by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC purchased a new position in shares of DoorDash, Inc. (NASDAQ:DASH - Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…
Ciena Corporation $CIEN Stock: Parkway Wealth Management Group LLC Boosts Position
Parkway Wealth Management Group LLC boosted its holdings in shares of Ciena Corporation (NYSE:CIEN - Free Report) by 43.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
Amazon.com, Inc. $AMZN Stock Position Lowered by Edge Wealth Management LLC
Edge Wealth Management LLC reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) by 10.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 19,126 shares of the e-commerce giant's stock after selling 2,211 shares…
4,047 Shares of Lumentum Holdings Inc. $LITE Bought by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC bought a new position in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Apple Inc. $AAPL Shares Sold by GK Wealth Management LLC
GK Wealth Management LLC decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 28.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
10,577 Shares of Valero Energy Corporation $VLO Purchased by Parkway Wealth Management Group LLC
Parkway Wealth Management Group LLC acquired a new position in shares of Valero Energy Corporation (NYSE:VLO - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired…
Cordatus Wealth Management LLC Acquires New Stake in SpaceX $SPCX
Cordatus Wealth Management LLC bought a new stake in shares of SpaceX (NASDAQ:SPCX - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Parkway Wealth Management Group LLC Sells 24,831 Shares of Palantir Technologies Inc. $PLTR
Parkway Wealth Management Group LLC reduced its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 90.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
McDonald's Corporation $MCD Shares Sold by Cordatus Wealth Management LLC
Cordatus Wealth Management LLC lessened its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 59.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Alphabet Inc. $GOOGL Shares Acquired by Shelton Wealth Management LLC
Shelton Wealth Management LLC boosted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 20.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,223 shares of…
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