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.
Hong Kong beats Switzerland in global wealth management, study finds
Hong Kong has overtaken Switzerland for the first time in cross-border wealth management, according to a study by the Boston Consulting Group published on Wednesday. Based on the volume of foreign capital under management in 2025, there were $2.95…
A Big Wealth Manager Just Bought $22.4 Million Worth of This Small-Cap Value ETF
According to a recent SEC filing, Focus Partners Wealth increased its position in the EA Bridgeway Omni Small-Cap Value ETF (BSVO 0.09%) by 886,680 shares during the first quarter of 2026. The estimated transaction value was $22.4 million, based on…
Wagner Wealth Management LLC Increases Stock Position in Microsoft Corporation $MSFT
Wagner Wealth Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned…
Texas Capital Bank Wealth Management Services Inc Decreases Position in ConocoPhillips $COP
Texas Capital Bank Wealth Management Services Inc reduced its stake in ConocoPhillips (NYSE:COP - Free Report) by 66.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Stronghold Wealth Management L.L.C. Purchases New Holdings in Meta Platforms, Inc. $META
Stronghold Wealth Management L.L.C. purchased a new stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,237 shares of the…
Chevron Corporation $CVX Shares Acquired by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc grew its stake in Chevron Corporation (NYSE:CVX - Free Report) by 174.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange…
Texas Capital Bank Wealth Management Services Inc Purchases 1,170 Shares of Caterpillar Inc. $CAT
Texas Capital Bank Wealth Management Services Inc boosted its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 5.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange…
Texas Capital Bank Wealth Management Services Inc Increases Stake in Johnson & Johnson $JNJ
Texas Capital Bank Wealth Management Services Inc lifted its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 134.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 18,394…
Texas Capital Bank Wealth Management Services Inc Acquires 5,281 Shares of Deere & Company $DE
Texas Capital Bank Wealth Management Services Inc boosted its holdings in shares of Deere & Company (NYSE:DE - Free Report) by 19.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
ExxonMobil Corporation $XOM Shares Acquired by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc boosted its position in ExxonMobil Corporation (NYSE:XOM - Free Report) by 245.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission…
Apple Inc. $AAPL Shares Bought by Aprio Wealth Management LLC
Aprio Wealth Management LLC lifted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 32.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned…
Kingsview Wealth Management LLC Grows Position in Tesla, Inc. $TSLA
Kingsview Wealth Management LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 4.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 52,714…
Qualcomm Incorporated $QCOM Stake Reduced by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC cut its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 9.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
ExxonMobil Corporation $XOM Shares Bought by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC raised its position in ExxonMobil Corporation (NYSE:XOM - Free Report) by 8.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 166,995 shares of the oil and gas company's…
Zoetis Inc. $ZTS Shares Sold by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc decreased its position in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 75.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange…
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