Several financial firms, including Creative Planning, Rockefeller Capital Management, and Stratos Wealth Partners, adjusted their holdings in various shares.
2 reports, 1 independent
Updated Aug 16
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What happened
Several financial firms, including Creative Planning, Rockefeller Capital Management, and Stratos Wealth Partners, adjusted their holdings in various shares.
How it developed
Newest first. Tap a step to see who reported it.Several firms, including Benjamin Edwards Inc. and Kestra Advisory, bought new stakes in the FXD fund.1 source
- Rockefeller Capital Management L.P. increased its holdings by 13.9% in the Vanguard FTSE Emerging Markets ETF during Q4.Sub-event
- Financial firms, including Rockefeller Capital Management, increased their holdings in Union Pacific Railroad shares, filing with the SEC.Sub-event
- Rockefeller Capital Management L.P. holds a stake in the iShares Russell 1000 Value ETF.Sub-event
Multiple investment firms reported changes in their shareholdings on June 12, 2026.1 source