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PNC Expands MBB Holdings by 106,144 Shares

PNC Financial Services Group increased its stakes in several iShares ETFs in Q1, including a 3.5% rise in iShares MBS ETF (MBB), a 3.3% boost in iShares U.S. Treasury Bond ETF (GOVT), and a 1.7% increase in iShares Core S&P Mid-Cap ETF (IJH); it also trimmed positions in iShares MSCI EAFE ETF (EFA) by 0.7% and cut iShares S&P 500 Value ETF (IVE) by 3.1%. These moves indicate a diversified repositioning across fixed-income and equity exposures among major ETF holdings with institutional-scale ownership.

20 sources

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Saturna Trims Holdings Across Major Stocks Q1

In Q1 Saturna Capital Corp trimmed positions in Amphenol by 9.5% to 32,153 shares (~$4.06 million), TJX by 0.7% to 1,220,155 shares (~$194.86 million), and Johnson Controls by 1.0% to 2,604,438 shares (~$341.05 million), while initiating a new GE HealthCare stake of 8,655 shares (~$616,000); it also boosted Ross Stores by 31.1% to 11,056 shares (~$2.40 million).

11 sources

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Magellan Sells 136,000 Netflix Shares, Cuts Position 8.3%

Magellan Asset Management Ltd cut its Netflix stake by 8.3% in Q1, and reduced Dominion Energy by 1.3%, while increasing ONE Gas by 18.2%, Spire by 21.4%, and Exelon by 26.6%, per its latest SEC 13F filings. The moves show a portfolio rotation within entertainment and utilities as Magellan adjusts its holdings across several major stocks.

16 sources

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PNC Reconfigures ETF Portfolio in Q1 13F, Cuts VOE, VEA, Raises CQQQ

PNC Financial Services Group Inc. trimmed its position in Vanguard Mid-Cap Value ETF (VOE) by 0.5 to 1,461,159 shares, while reducing Vanguard FTSE Developed Markets ETF (VEA) holdings by 4.9 to 8,084,586 shares, and simultaneously boosted its stake in Invesco China Technology ETF (CQQQ) by 23.0% to 10,218,668 shares. It also declined its position in iShares S&P 500 Growth ETF (IVW) by 0.7% to 5,390,020 shares, and increased Vanguard Mid-Cap ETF (VO) holdings by 2.4% to 2,358,867 shares.

13 sources

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Temasek Expands Holdings in Teradyne

Temasek Holdings Private Ltd disclosed new or expanded stakes in five companies in the first quarter, including Denison Mine, Teradyne, Intuitive Surgical, Taseko Mines, and Boston Scientific. The positions ranged from about 2.7 million in Taseko to roughly 150.6 million in Boston Scientific, with Denison at 13.2 million, Teradyne at 26.5 million, and Intuitive Surgical at 104.7 million.

8 sources

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Stephens Greth Expands ETF Stakes Across VGK, EWJ

Stephens Greth Foundation continued expanding its ETF exposure, boosting its stake in Vanguard FTSE Europe ETF (VGK) to 581,343 shares—about a 376% increase—and signaling VGK as a top holding, while also increasing its position in iShares MSCI Japan ETF (EWJ) to 287,652 shares, a roughly 378% rise. The foundation’s activity spans VGK, EWJ, and Vanguard FTSE Emerging Markets ETF (VWO), reflecting a broader pattern of aggressive additions alongside other large investors across these funds.

5 sources

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Chase Investment Counsel Corp Expands Multi-Stock Holdings

Chase Investment Counsel Corp disclosed new positions in BWX Technologies, Packaging Corporation of America, MYR Group, and Silicon Motion Technology, acquiring 6,029; 2,509; 10,731; and 28,472 shares respectively, with approximate values of $1.23 million, $532,000, $3.03 million, and $3.20 million. Other institutional investors also expanded stakes in these firms during the period.

13 sources

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Independent Financial Group Expands ETF Stakes Across Funds

Independent Financial Group LLC disclosed new positions in five different ETFs in the first quarter, including Global X Silver Miners (SIL), Global X Copper Miners (COPX), VanEck Junior Gold Miners (GDXJ), VanEck Rare Earth and Strategic Metals (REMX), and AllianzIM U.S. Large Cap Buffer20 Jul (JULW), with stake values ranging around $696,000 to $901,000. The moves align with ongoing activity from other institutional investors adding to or adjusting holdings in these funds.

8 sources

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Clal Insurance Shrinks KBWB Stake, Expands ETF Bets

Clal Insurance Enterprises Holdings Ltd cut its stake in Invesco KBW Bank ETF by 37.2% in Q1, reducing to about 2.25% of the fund. It also added positions in EWY (10,000 shares), KRE (1,280,000 shares) and TAN (1,780,400 shares), and boosted its VOO holding by 2.0%, making Vanguard S&P 500 ETF the portfolio's largest position.

7 sources

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CacheTech Expands Stake in SPMB, VV, FSLR, EWY

CacheTech Inc. continued to adjust its portfolio by boosting holdings in SPMB and Vanguard Large-Cap ETF, buying more shares of both, while taking a new stake in First Solar and trimming its position in iShares MSCI South Korea ETF, signaling ongoing diversification. The moves come alongside other institutional activity in related funds, reflecting a broad pattern of rebalancing across large-cap, fixed-income, and international exposures.

13 sources

Danica Pension Cuts Stakes Across Tech Utilities Financials

Danica Pension Livsforsikringsaktieselskab trimmed its holdings across several major U.S. companies in the first quarter, including MongoDB (-32.5%), Quanta Services (-36.9%), NextEra Energy (-40.3%), Block (-59.8%), and U.S. Bancorp (-77.5%), signaling a broad portfolio rotation. The moves accompanied other investors’ activity, illustrating ongoing repositioning across technology, energy, utilities, finance, and infrastructure stocks.

12 sources

Bellwether Expands Holdings Across Major Firms

Bellwether Advisors LLC opened new positions in several companies during the first quarter, including International Paper, Cummins, Loews, Fidelity MSCI Utilities Index ETF and Reliance, with stake values ranging from about $1.8 million to $4.4 million. The moves came alongside ongoing activity from other institutional investors and notable insider activity, such as a CFO share sale at Reliance.

10 sources

Cascade Wealth Raises Stakes in ETFs Across Portfolio

Cascade Wealth Advisors Inc boosted its holdings across multiple ETFs in Q1 2026, increasing positions in Dimensional U.S. Small Cap ETF, NEOS Real Estate High Income ETF, Vanguard Russell 1000 Growth ETF, and NEOS S&P 500 High Income ETF, among others. The moves indicate a broad portfolio expansion into real estate and growth-focused funds as it enlarges several top positions.

9 sources

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Swiss National Bank Raises Imperial Oil Stake 23.6%

Several major investors boosted holdings in Imperial Oil in the first and fourth quarters, including the Swiss National Bank, Barometer Capital Management, and Baader Bank Aktiengesellschaft, alongside other hedge funds and wealth managers, signaling growing institutional interest in the energy stock. The shares traded around the low-to-mid $120s with roughly one-fifth of the stock owned by institutional investors.

5 sources

Barometer Expands Global Equity Stakes Across Firms

Barometer Capital Management Inc. boosted stakes in five companies in Q1: Rio Tinto (RIO) with 21,600 shares (~$2.0 million), SPDR S&P Oil & Gas Equipment & Services ETF (XES) with 5,100 shares (~$593,000), Korea Electric Power Corporation (KEP) with 71,600 shares (~$1.02 million), POSCO (PKX) with 23,800 shares (~$1.39 million), and HudBay Minerals (HBM) with 33,750 shares (~$705,000). These moves reflect broader hedge-fund activity as other institutions also adjusted positions across these equities, signaling a reshaping of portfolios among energy, utilities, and mining names.

25 sources

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Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

25 sources

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

Rice Partnership LLC increased its Eli Lilly stake to 20,667 shares (~$19.0 million) and opened a new 7,783-share position in Cheniere Energy, while trimming its iShares MSCI Germany ETF holding to 618,221 shares (~$24.5 million) and adding a 31,967-share position in JPMorgan Municipal ETF (~$1.6 million) in the first quarter.

6 sources

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Maimon Wealth Buys 22,300 PYLD Shares

Maimon Wealth Management LTD expanded its holdings across multiple ETFs, adding 22,300 shares of PIMCO Multi Sector Bond Active ETF (PYLD) for about $581,000, and raising its Pimco Total Return ETF (BOND) position by purchasing 5,765 shares to total 48,865 shares. It also boosted its stake in iShares Short Duration Bond Active ETF (NEAR) by 10,470 shares to 163,160, underscoring a broader strategy of increasing exposure to fixed-income ETFs.

8 sources

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HORAN Wealth Expands Holdings USB NDSN NOC CINF

HORAN Wealth LLC lifted its stakes in U.S. Bancorp (73,608 shares, up 100.5%), Nordson (4,040 shares), Northrop Grumman (14,140 shares), and Cincinnati Financial (13,900 shares) in the first quarter, with holdings valued across these positions in the millions. The moves coincide with broader institutional activity and analysts adjusting targets or ratings on these companies.

10 sources

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NewGen Asset Management Trims Enerflex Stake, Buys Docebo, Invests in Palmer Square BDC

NewGen Asset Management Ltd continued active portfolio reshaping in the first quarter, trimming Enerflex by 6.4% to 736,744 shares even as it opened new positions in Docebo and Palmer Square Capital BDC. The Docebo stake comprised 89,172 shares worth about $1.56 million and the Palmer Square stake was 73,684 shares worth about $720,000, with Docebo and Palmer Square each accounting for small percentages of its portfolio.

9 sources

JSF Financial Alters Q1 Stock Stakes

JSF Financial LLC trimmed its positions in several stocks: it slashed its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47.3% in Q1 to 13,550 shares worth about $752,000, and reduced Cardinal Health (CAH) by 30% to 6,612 shares worth roughly $1.40 million. Conversely, JSF initiated a new stake in Omega Healthcare Investors (OHI) with 28,164 shares valued at about $1.23 million.

5 sources

Ridgepath Capital Expands ProShares ETF Positions Q1

Ridgepath Capital Management LLC expanded and diversified its ETF holdings in Q1, adding to ProShares Ultra S&P500 (SSO), ProShares UltraPro Short Russell 2000 (SRTY), JPMorgan Ultra-Short Income ETF (JPST), and ProShares UltraPro QQQ (TQQQ) while reducing its stake in ProShares UltraPro S&P 500 (UPRO). JPST emerged as Ridgepath’s largest position at about 23.6% of the portfolio, with notable increases across several funds and SSO and SRTY among meaningful but smaller additions.

8 sources

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CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.

18 sources

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Invesco plans July dividends across BulletShares and KBWY

Several Invesco ETFs announced July 20 dividend declarations, with payouts planned for July 24 and ex-dividend dates on July 20. The per-share dividends vary across funds, including 0.12 for KBWY, 0.0911 for BSCZ, 0.088 for BSCX, 0.1002 for BSJQ, and 0.1472 for BSJV, reflecting ongoing income distributions among Invesco’s bond and equity-reit products.

21 sources

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PNC Expands MBB Holdings by 106,144 Shares

Saturna Trims Holdings Across Major Stocks Q1

Magellan Sells 136,000 Netflix Shares, Cuts Position 8.3%

PNC Reconfigures ETF Portfolio in Q1 13F, Cuts VOE, VEA, Raises CQQQ

Temasek Expands Holdings in Teradyne

Stephens Greth Expands ETF Stakes Across VGK, EWJ

Chase Investment Counsel Corp Expands Multi-Stock Holdings

Independent Financial Group Expands ETF Stakes Across Funds

Clal Insurance Shrinks KBWB Stake, Expands ETF Bets

CacheTech Expands Stake in SPMB, VV, FSLR, EWY

Danica Pension Cuts Stakes Across Tech Utilities Financials

Bellwether Expands Holdings Across Major Firms

Cascade Wealth Raises Stakes in ETFs Across Portfolio

Swiss National Bank Raises Imperial Oil Stake 23.6%

Barometer Expands Global Equity Stakes Across Firms

Stone Loft Wealth acquires Vanguard ETF stake

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

Maimon Wealth Buys 22,300 PYLD Shares

HORAN Wealth Expands Holdings USB NDSN NOC CINF

NewGen Asset Management Trims Enerflex Stake, Buys Docebo, Invests in Palmer Square BDC

JSF Financial Alters Q1 Stock Stakes

Ridgepath Capital Expands ProShares ETF Positions Q1

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

Invesco plans July dividends across BulletShares and KBWY