Templeton Funds reports $2.94B in total assets in latest filing
Templeton Funds announces total assets of $2.94 billion in its latest SEC filing, reflecting stability in the competitive investment industry.
Capital Group Global Growth Equity ETF Reports Latest Financials
Capital Group Global Growth Equity ETF reveals financials with $11.9 billion in net assets, impacting investor strategies in the investment sector.
Capital Group Equity ETF Trust I Reports Financial Update
Capital Group Equity ETF Trust I reveals financials with total assets of $144.18 million and net assets of $144.13 million in recent filing.
Capital Group Growth ETF Reports Strong Asset Growth
Capital Group Growth ETF reveals over $25 billion in assets, showcasing its strong position in the investment sector amid market challenges.
Capital Group Core Equity ETF Reports Strong Asset Growth
Capital Group Core Equity ETF shows over $11.8 billion in assets, reflecting steady growth in the investment management sector.
Capital Group New Geography Equity ETF Reports $3 Billion in Assets
Capital Group New Geography Equity ETF discloses $3 billion in assets in its latest SEC filing, showcasing its strong position in the investment market.
Capital Group Equity ETF Trust I Releases Latest Portfolio Data
Capital Group Equity ETF Trust I shares its latest financial data and portfolio holdings in an SEC filing, reflecting its investment strategies and market position.
Capital Group Equity ETF Trust I Reports Financial Update
Capital Group Equity ETF Trust I files NPORT-P, revealing total assets of $66.1 million and net assets of $66.1 million, indicating strong financial health.
Capital Group Dividend Value ETF Reports $38 Billion in Assets
Capital Group Dividend Value ETF shows strong asset management with over $38 billion in total assets in its latest filing, signaling stability in the ETF sector.
Pecaut & Co. reveals $345.66 million in holdings report
Pecaut & Co. discloses its latest holdings valued at $345.66 million, showcasing investments in major firms like Alphabet and Apple.
Allen Capital Group reports $1.25 billion in assets in 13F-HR
Allen Capital Group, LLC disclosed $1.25 billion in assets under management in its latest 13F-HR filing, showcasing its diverse investment portfolio.
First City Capital Management reports Q3 holdings update
First City Capital Management, Inc. reveals its Q3 holdings with a total value exceeding $203 million in a recent SEC filing.
TLW Wealth Management reports $181.8M in Q3 investments
TLW Wealth Management's latest 13F-HR filing shows a total investment value of $181.8 million as of September 30, 2026, highlighting key holdings.
Rossmore Private Capital reports $1.31B portfolio in 13F-HR
Rossmore Private Capital's latest 13F-HR filing reveals a portfolio valued at $1.31 billion, reflecting strategic investments across various sectors.
Philip James Wealth Management reports $905 million in assets
Philip James Wealth Management, LLC reveals over $905 million in assets under management in its latest SEC filing, showcasing a diverse investment portfolio.
Nordic Investment Bank amends annual report, highlights growth
Nordic Investment Bank's amended annual report shows strong financials and a renewed focus on sustainability in the Nordic-Baltic region.
Empirical Wealth Management Reports $7.38 Billion in Holdings
Empirical Wealth Management's latest filing shows a significant increase in investment holdings, totaling over $7.38 billion, reflecting industry trends.
Oppenheimer Asset Management discloses $9.5B portfolio in 13F-HR
Oppenheimer Asset Management's latest 13F-HR filing reveals a $9.5 billion portfolio, showcasing its investment strategies and competitive positioning.
Central Valley Advisors reports $372M in latest 13F-HR filing
Central Valley Advisors, LLC files a 13F-HR report with $372.17 million in holdings, reflecting strategic moves in the investment management industry.
Barton Investment Management Reports $806.6M in Holdings
Barton Investment Management's latest 13F-HR filing reveals $806.6 million in holdings, showcasing its investment strategy in key sectors.