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.
Prentiss Smith & Co Inc Reveals Latest 13F-HR Report
Prentiss Smith & Co Inc's latest 13F-HR filing reveals key investment holdings, showcasing its strategy in the financial services sector.
Greenwood Capital Associates Files 13F-HR for Q3 2026
Greenwood Capital Associates LLC's latest 13F-HR report reveals significant investment holdings as of September 30, 2026, showcasing its strategy and market positioning.