Multiple firms, including Triumph Capital Management and NewEdge Advisors LLC, increased their holdings in various funds in Q1, Q3, and Q4 2026.
2 reports, 1 independent
Updated Jul 7
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What happened
Multiple firms, including Triumph Capital Management and NewEdge Advisors LLC, increased their holdings in various funds in Q1, Q3, and Q4 2026.
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Part of
Multiple firms, including Cedar Wealth Management LLC and Huntington National Bank, have been involved in various institutional investment activities, including purchases, sales, and raised holdings, during Q2, Q3, and Q4 of 2026.Also in this story
- Various asset management firms filed required disclosures regarding institutional ownership and stake changes with the SEC.
- Several firms, including Fisher Asset Management LLC, Goodman Advisory Group LLC, and Jennison Associates LLC, made buys, sells, and lifts in their holdings of Taiwan Semiconductor Manufacturing Co. during Q3 and Q4 of 2026.
- Pool Corporation and Millennium Management adjusted their holdings, raising stakes in Q1 and cutting them in Q4 of 2026.
- Flputnam Investment Management Co. cut its stake in Darden Restaurants during the fourth quarter.