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.
Abound Wealth Management Boosts Stock Position in Broadcom Inc. $AVGO
Abound Wealth Management lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 60.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm…
Western Wealth Management LLC Raises Holdings in Comcast Corporation $CMCSA
Western Wealth Management LLC raised its stake in Comcast Corporation (NASDAQ:CMCSA - Free Report) by 421.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…
Apple Inc. $AAPL is Jessup Wealth Management Inc's 3rd Largest Position
Jessup Wealth Management Inc lowered its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional…
Western Wealth Management LLC Acquires 3,333 Shares of Costco Wholesale Corporation $COST
Western Wealth Management LLC boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 21.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Western Wealth Management LLC Has $27.44 Million Stock Holdings in Broadcom Inc. $AVGO
Western Wealth Management LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 24.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
GoalFusion Wealth Management LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
GoalFusion Wealth Management LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission…
Accel Wealth Management Has $1.83 Million Stake in Gabelli Equity Trust Inc. $GAB
Accel Wealth Management cut its stake in shares of Gabelli Equity Trust Inc. (NYSE:GAB - Free Report) by 52.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 323,540…
UBE Industries 1Q Net Y4.19B Vs Net Y4.36B
Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around…
U.S. Futures Rise, European Stocks Mixed
U.S. futures for the S&P 500 were up 0.2% and futures for the Dow Jones Industrial Average rose 0.1%. Changes in futures do not necessarily predict movements after the opening bell. In Europe, the Stoxx Europe 600 gained 0.1% in morning trading.
Kunimine Industries 1Q Net Y285.00M Vs Net Y190.00M
Kunimine Industries Co. Ltd. (5388.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y4.18 bln Y3.72 bln Operating Profit Y360.00 mln Y233.00 mln Pretax Profit Y464.00 mln Y282.00 mln Net Profit Y285.00 mln Y190.00 mln Per share Earnings…
Eagle Industry 1Q Net Y3.44B Vs Net Y2.59B
Eagle Industry Co. Ltd. (6486.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y47.79 bln Y42.49 bln Operating Profit Y4.22 bln Y3.00 bln Pretax Profit Y5.77 bln Y3.93 bln Net Profit Y3.44 bln Y2.59 bln Per share Earnings Y75.62 Y57.34…
Okaya Electric Industries 1Q Loss Y429.00M Vs Loss Y489.00M
Okaya Electric Industries Co. Ltd. (6926.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y2.84 bln Y2.33 bln Operating Profit (Y461.00 mln) (Y539.00 mln) Pretax Profit (Y447.00 mln) (Y517.00 mln) Net Profit (Y429.00 mln) (Y489.00 mln)…
Kodama Chemical Industry 1Q Net Y421.00M Vs Net Y22.38B
Kodama Chemical Industry Co. Ltd. (4222.TO) Japan 1st Quarter Ended June 30 GROUP 2026 2025 Revenue Y21.51 bln Y20.09 bln Operating Profit Y835.00 mln Y427.00 mln Pretax Profit Y682.00 mln Y7.00 mln Net Profit Y421.00 mln Y22.38 bln Per share…
Katakura Industries 1H Net Y5.37B Vs Net Y3.54B
Katakura Industries Co. Ltd. (3001.TO) Japan Half-Year Ended June 30 GROUP 2026 2025 Revenue Y20.83 bln Y20.76 bln Operating Profit Y3.75 bln Y3.16 bln Pretax Profit Y4.52 bln Y3.87 bln Net Profit Y5.37 bln Y3.54 bln Per share Earnings Y169.68…
Processus Wealth & Capital Management LLC Decreases Holdings in Mastercard Incorporated $MA
Processus Wealth & Capital Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 22.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The…
Receive a Daily briefing on Wealth Management Industry News
Get Started