Financial firms including Root Financial Partners, Spire Wealth Management, and WFA of San Diego made various stake adjustments in Q1, Q2, and Q4 2026.
2 reports, 2 independent
Updated Aug 1
Gone quiet
- Reports
- 2
- Developments
- 2
- Repetition
- 50%
New informationRepeats or wire copies
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What happened
Financial firms including Root Financial Partners, Spire Wealth Management, and WFA of San Diego made various stake adjustments in Q1, Q2, and Q4 2026.
How it developed
Newest first. Tap a step to see who reported it.- David Einhorn adjusted his stakes in Fortune Brands, Peloton, PayPal, and Warner Bros. Discovery during Q2 2026.Sub-event
Multiple firms adjusted their holdings (buys, sells, lifts) across different quarters of 2026.1 source