HBK Sorce Advisory LLC has made headlines with its recent 13F-HR filing, which was submitted to the SEC on November 6, 2026. This filing is significant as it provides insights into the firm’s investment strategies and asset management practices, particularly as the firm continues to navigate a competitive investment advisory landscape.

As of the reporting period ending September 30, 2026, HBK Sorce Advisory reported total holdings valued at approximately $5.18 billion. This substantial figure underscores the firm's robust asset management capabilities and its strategic approach to investing in a diverse range of sectors.

Background

HBK Sorce Advisory LLC is an investment advisory firm based in Erie, Pennsylvania. The company operates under the Central Index Key (CIK) number 0001379995 and is categorized under the SEC filing type 13F-HR. The firm’s fiscal year ends on August 31, and it has been active in filing various reports with the SEC, including its most recent filing on November 6, 2026.

What the Filing Says

The 13F-HR filing reveals that HBK Sorce Advisory holds a diverse portfolio of investments across various sectors. The filing includes detailed information about specific holdings, such as:

"The total value of the holdings reported is $5,178,994,798, with a total of 663 entries listed in the information table."

This level of detail reflects the firm's commitment to transparency and regulatory compliance, providing stakeholders with a clear view of its investment strategies.

Impact

The filing may significantly impact various stakeholders, including investors, analysts, and competitors in the investment advisory sector. By disclosing its holdings, HBK Sorce Advisory provides insights that could influence market perceptions and strategies among its peers. Competitors will likely analyze these holdings to gauge market trends and potential investment opportunities.

What's Next

The filing does not indicate any immediate next steps or forthcoming actions from HBK Sorce Advisory. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.

For more details, the full filing can be accessed through the SEC's EDGAR database, accession number 0001379995-26-000006.