Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Sarasin & Partners LLP, a registered investment adviser, increased its position in Citigroup Inc. (NYSE:C) by 183.6% during Q2 2026, according to its most recent…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in CME Group Inc. (NASDAQ:CME) by 41.2% during Q2 2026, according to its most recent…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 27.8% during Q2 2026, according to…
Read moreFiling Details Trust Asset Management LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q2 2026, according to its most…
Read moreFiling Details Dogwood Wealth Management LLC, a registered investment adviser, initiated a new position in Putnam Focused Large Cap Value ETF (AMEX:PVAL) during Q2 2026, according…
Read moreFiling Details St. Clair Advisors, LLC, a registered investment adviser, increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 61.6% during Q2 2026, according to its…
Read moreFiling Details CoreCap Advisors, LLC, a registered investment adviser, increased its position in SPDR Gold Shares (AMEX:GLD) by 52.8% during Q2 2026, according to its most recent…
Read moreFiling Details CoreCap Advisors, LLC, a registered investment adviser, increased its position in Avantis U.S. Equity ETF (AMEX:AVUS) by 15.7% during Q2 2026, according to its most…
Read moreFiling Details Stonebridge Financial Group, LLC, a registered investment adviser, reduced its position in WisdomTree Floating Rate Treasury Fund (AMEX:USFR) during Q2 2026,…
Read moreFiling Details OLD REPUBLIC INTERNATIONAL CORP, a registered investment adviser, initiated a new position in Lockheed Martin Corporation (NYSE:LMT) during Q2 2026, according to…
Read moreFiling Details jvl associates llc, a registered investment adviser, increased its position in Vanguard S&P 500 ETF (AMEX:VOO) by 12.7% during Q2 2026, according to its most recent…
Read moreFiling Details OLD REPUBLIC INTERNATIONAL CORP, a registered investment adviser, initiated a new position in Mondelez International, Inc. (NASDAQ:MDLZ) during Q2 2026, according…
Read moreFiling Details OLD REPUBLIC INTERNATIONAL CORP, a registered investment adviser, initiated a new position in Avista Corporation (NYSE:AVA) during Q2 2026, according to its most…
Read moreFiling Details CoreCap Advisors, LLC, a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 475.9% during Q2 2026, according to its…
Read moreFiling Details Boston Standard Wealth Management, LLC, a registered investment adviser, increased its position in SPDR Bloomberg 1-3 Month T-Bill ETF (AMEX:BIL) by 171.2% during…
Read moreFiling Details Hobart Private Capital, LLC, a registered investment adviser, increased its position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) by 23.7% during Q2 2026,…
Read moreFiling Details OLD REPUBLIC INTERNATIONAL CORP, a registered investment adviser, initiated a new position in Eastman Chemical Company (NYSE:EMN) during Q2 2026, according to its…
Read moreFiling Details OLD REPUBLIC INTERNATIONAL CORP, a registered investment adviser, initiated a new position in Constellation Brands, Inc. (NYSE:STZ) during Q2 2026, according to its…
Read moreFiling Details Stonebridge Financial Group, LLC, a registered investment adviser, initiated a new position in Vanguard Pacific Stock Index Fund (AMEX:VPL) during Q2 2026,…
Read moreFiling Details ANDERSON HOAGLAND & CO, a registered investment adviser, increased its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) by 234.8% during Q2 2026,…
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