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.
Why a Wealth Manager Made This $155 Million Asset Manager Stake Its Largest Holding
Schneider Downs Wealth Management Advisors increased its position in Federated Hermes (FHI +1.06%) during the first quarter, acquiring an estimated $3.56 million in shares based on average quarterly pricing, according to a May 14, 2026, SEC filing.
Kingsview Wealth Management LLC Invests $2.85 Million in Valmont Industries, Inc. $VMI
Kingsview Wealth Management LLC purchased a new position in shares of Valmont Industries, Inc. (NYSE:VMI - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Thor Industries, Inc. $THO Shares Purchased by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC raised its holdings in shares of Thor Industries, Inc. (NYSE:THO - Free Report) by 955.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Kingsview Wealth Management LLC Trims Stock Holdings in Applied Industrial Technologies, Inc. $AIT
Kingsview Wealth Management LLC decreased its holdings in Applied Industrial Technologies, Inc. (NYSE:AIT - Free Report) by 55.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange…
Hana Financial holds group-wide wealth management seminar
Hana Financial Group hosted the Hana Financial Money Show on Thursday, a group-wide wealth management seminar showcasing integrated asset management solutions from across its banking, securities and insurance affiliates. The event marked the first…
Kingsview Wealth Management LLC Makes New Investment in Kulicke and Soffa Industries, Inc. $KLIC
Kingsview Wealth Management LLC purchased a new position in shares of Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The…
Central Bank to enter wealth management, credit card biz in H2 FY27
Central Bank of India plans to roll out wealth management and credit card business in the second half of the current fiscal to ramp up its fee income, MD and CEO Kalyan Kumar has said. The bank has obtained board approval for the same. 'Now, we are…
Kingsview Wealth Management LLC Sells 30,041 Shares of ConocoPhillips $COP
Kingsview Wealth Management LLC lessened its stake in ConocoPhillips (NYSE:COP - Free Report) by 48.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,528 shares of…
Kingsview Wealth Management LLC Cuts Stake in Accenture PLC $ACN
Kingsview Wealth Management LLC reduced its stake in Accenture PLC (NYSE:ACN - Free Report) by 74.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…
ServiceNow, Inc. $NOW Shares Acquired by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 413.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,149 shares of…
Northwestern Mutual Wealth Management Co. Boosts Holdings in Zscaler, Inc. $ZS
Northwestern Mutual Wealth Management Co. lifted its stake in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 4.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
Kingsview Wealth Management LLC Invests $3.54 Million in Flowserve Corporation $FLS
Kingsview Wealth Management LLC acquired a new position in Flowserve Corporation (NYSE:FLS - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired…
CocaCola Company (The) $KO Shares Acquired by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. grew its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 4.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned…
Kingsview Wealth Management LLC Trims Position in CVS Health Corporation $CVS
Kingsview Wealth Management LLC trimmed its stake in shares of CVS Health Corporation (NYSE:CVS - Free Report) by 65.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 36,007 shares of the…
Deere & Company $DE Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its stake in shares of Deere & Company (NYSE:DE - Free Report) by 21.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 132,736 shares of the industrial…
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