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.
Texas Capital Wealth Management Increases TCBI Holdings
In a filing with the U.S. Securities and Exchange Commission dated May 11, 2026, Texas Capital Bank Wealth Management Services reported acquiring an additional 30,417 shares of Texas Capital Bancshares (TCBI 1.10%). The transaction's value is…
MCF buys Kentucky wealth manager Hoff Bujnoch & Associates
MCF Advisors, a registered investment adviser based in Kentucky, has expanded its foothold in the home market with the purchase of Hoff Bujnoch & Associates (HBA). Based in Newport, Kentucky, HBA manages about $250m in assets. The business is led…
Sanchez Wealth Management Group Trims Stake in Invesco QQQ $QQQ
Sanchez Wealth Management Group cut its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 7.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 46,812 shares…
Centric Wealth Management Invests $647,000 in Micron Technology, Inc. $MU
Centric Wealth Management acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…
Diversify Wealth Management LLC Reduces Holdings in Danaher Corporation $DHR
Diversify Wealth Management LLC reduced its stake in Danaher Corporation (NYSE:DHR - Free Report) by 86.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,674 shares of the…
NVIDIA Corporation $NVDA Shares Sold by Smith Salley Wealth Management
Smith Salley Wealth Management reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…
Coinbase Global, Inc. $COIN Shares Sold by Horizon Wealth Management LLC
Horizon Wealth Management LLC trimmed its holdings in Coinbase Global, Inc. (NASDAQ:COIN) by 23.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,534 shares of the…
Peterson Wealth Management Has $1.02 Million Position in Mastercard Incorporated $MA
Peterson Wealth Management reduced its stake in Mastercard Incorporated (NYSE:MA - Free Report) by 79.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
Moody's Corporation $MCO Shares Sold by Diversify Wealth Management LLC
Diversify Wealth Management LLC lessened its position in shares of Moody's Corporation (NYSE:MCO - Free Report) by 90.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 975 shares of…
Peak Wealth Management LLC Purchases Shares of 7,005 ExxonMobil Corporation $XOM
Peak Wealth Management LLC acquired a new stake in ExxonMobil Corporation (NYSE:XOM - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 7,005 shares of the oil and gas company's…
Centric Wealth Management Sells 15,476 Shares of Procter & Gamble Company (The) $PG
Centric Wealth Management trimmed its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 65.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
49 Wealth Management LLC Grows Holdings in Invesco QQQ $QQQ
49 Wealth Management LLC grew its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 10.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,654…
Horizon Wealth Management LLC Purchases 8,925 Shares of The Boeing Company $BA
Horizon Wealth Management LLC boosted its position in The Boeing Company (NYSE:BA - Free Report) by 634.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,332 shares of…
Peterson Wealth Management Purchases New Position in NextEra Energy, Inc. $NEE
Peterson Wealth Management purchased a new stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Centric Wealth Management Cuts Stock Position in Molina Healthcare, Inc $MOH
Centric Wealth Management lowered its position in Molina Healthcare, Inc (NYSE:MOH - Free Report) by 74.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,100…
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