Ares Financial Consulting reveals $144.6M in holdings
Ares Financial Consulting, LLC disclosed its holdings worth $144.6 million in a recent SEC filing, highlighting its investment strategy and market position.
Cigna Investments Inc. reports $770M in holdings for Q3 2026
Cigna Investments Inc. discloses $770 million in holdings in its latest 13F-HR filing, reflecting strategic investment choices as of September 30, 2026.
PSG Equity L.L.C. reports $740 million in EverCommerce stake
PSG Equity L.L.C. reveals a significant investment in EverCommerce Inc. valued at $740 million, showcasing confidence in the technology sector.
Clark Asset Management reports Q3 holdings of $1.36 billion
Clark Asset Management, LLC reveals $1.36 billion in Q3 holdings, showcasing strategic investments in major companies, impacting the asset management industry.
Lilly Endowment reveals over $104 billion in Eli Lilly holdings
Lilly Endowment Inc. discloses a $104 billion investment in Eli Lilly and Company, showcasing its commitment to the pharmaceutical sector.
Lake Street Private Wealth Reports $908M in Holdings
Lake Street Private Wealth, LLC discloses over $908 million in holdings, reflecting its investment strategy and market positioning.
City Holding Co reports $897.9M in 13F-HR filing
City Holding Co's 13F-HR filing reveals $897.9 million in holdings, showcasing strategic investments and positioning within the National Commercial Banks sector.
Old North State Wealth Management reports Q3 2026 holdings
Old North State Wealth Management, LLC reveals its investment portfolio in the latest 13F-HR filing, showcasing significant holdings in major companies.
RWC Asset Management reports $2.6 billion in holdings
RWC Asset Management LLP discloses over $2.6 billion in holdings in its latest SEC filing, marking a significant update for the asset management industry.
Rebalance, LLC reports $1.94 billion portfolio in 13F-HR
Rebalance, LLC's latest 13F-HR reveals a portfolio valued at over $1.94 billion, showcasing its investment strategies and market positions.
Kroeger Financial Partners reports Q3 2026 holdings
Kroeger Financial Partners reveals its Q3 2026 holdings, totaling $100.88 million, highlighting its investment strategy amid changing market conditions.
Murphy Pohlad Asset Management Reports $287.67M in Holdings
Murphy Pohlad Asset Management LLC reports $287.67 million in holdings in its latest 13F-HR filing, reflecting its investment strategies as of September 30, 2026.
Stonehaven Wealth & Tax Solutions files 13F-HR for Q3 2026
Stonehaven Wealth & Tax Solutions, LLC reports 83 holdings valued over $105 million in its latest 13F-HR filing for Q3 2026.
BlackRock Capital Allocation Term Trust Completes Rights Offering
BlackRock Capital Allocation Term Trust announces successful completion of its rights offering, raising approximately $43 million to enhance its investment strategy.
Solutions Vending International files amended annual report
Solutions Vending International's amended report indicates decreased assets and revenue, reflecting ongoing financial challenges in the prepackaged software sector.
Allianz Polska reports $373 million in investments in 13F-HR
Allianz Polska's latest 13F-HR filing shows $373 million in investments, highlighting key holdings in major companies as of September 30, 2026.
Fidelity Advisor Series VII reports significant redemptions
Fidelity Advisor Series VII reveals over $15 billion in securities redeemed this fiscal year, signaling shifts in investor behavior and industry trends.
Vision Financial Markets reveals $131.3 million in holdings
Vision Financial Markets LLC's latest 13F-HR report shows $131.3 million in investments as of September 30, 2026, highlighting diverse asset allocations.
Abacus FCF ETF Trust Updates Prospectus for Investment Strategies
Abacus FCF ETF Trust revises its prospectus, enhancing investment strategies for several ETFs focused on free cash flow characteristics.
Clarity Wealth Advisors reports $574.8 million in assets
Clarity Wealth Advisors, LLC's latest 13F-HR filing reveals $574.8 million in assets under management as of September 30, 2026, highlighting its investment strategy.