# Securities & Exchange Commission

Type: Company

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/securities-exchange-commission
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## Recent coverage (8 stories)

### PANW Remains Top 10 Holding for Legacy Wealth Management Despite Q4 Trim
2026-03-21 01:25:38 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Legacy Wealth Management LLC MS reduced its stake in Palo Alto Networks by 7.8% during the fourth quarter, according to recent SEC filings. Despite the sale of 3,182 shares, the cybersecurity leader remains the firm's 10th largest position, signaling continued institutional confidence.
Full story: https://getfinancebrief.com/story/palo-alto-networks-legacy-wealth-management-position-q4

### Invenomic Capital Management Aggressively Expands Stake in LiveRamp Holdings
2026-03-17 01:33:18 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Invenomic Capital Management LP has increased its position in LiveRamp Holdings by 61.4%, signaling strong institutional confidence in the data connectivity platform. The move, disclosed in a recent SEC filing, brings Invenomic's total stake to nearly 470,000 shares.
Full story: https://getfinancebrief.com/story/invenomic-capital-management-liveramp-holdings-stake-increase

### Atlassian Stake Trimmed by Oberndorf William E in Strategic Portfolio Shift
2026-03-11 00:59:51 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Institutional investor Oberndorf William E reduced its position in Atlassian Corporation PLC by over 32% during the third quarter. Despite the significant divestment, the software giant remains a top-ten holding for the firm, representing 7.6% of its total portfolio.
Full story: https://getfinancebrief.com/story/atlassian-oberndorf-stake-reduction-analysis

### HUB Investment Partners Bets $12M on Pacer's 'Cash Cows' ETF Strategy
2026-03-08 00:59:36 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

HUB Investment Partners LLC has established significant new positions in Pacer’s free cash flow-focused ETFs, investing over $12 million across small-cap and large-cap 'Cash Cow' funds. The move signals a strategic shift toward quality and value-oriented factors as institutional investors seek resilient cash-generating assets.
Full story: https://getfinancebrief.com/story/hub-investment-partners-pacer-cash-cows-etf-investment

### Rock Point Advisors Boosts Stake in Nexxen International Amid Ad-Tech Shift
2026-03-05 01:25:15 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Rock Point Advisors LLC increased its position in Nexxen International Ltd. (NEXN) by 14.9% during the third quarter, signaling growing institutional confidence in the ad-tech firm. The firm now holds 667,222 shares, representing a significant 1.6% allocation of its total investment portfolio.
Full story: https://getfinancebrief.com/story/rock-point-advisors-nexxen-international-stake-increase

### Laffer Tengler Enters Eurozone Market with $696,000 Stake in iShares ETF
2026-03-05 01:22:43 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Laffer Tengler Investments Inc. has initiated a new position in the iShares MSCI Eurozone ETF (EZU), acquiring 11,235 shares valued at approximately $696,000. This move signals a strategic pivot toward European equities amid shifting global macroeconomic conditions and institutional rebalancing.
Full story: https://getfinancebrief.com/story/laffer-tengler-investments-ezu-eurozone-etf-position

### Park Square Slashes Exxon Mobil Stake as Institutional Sentiment Diverges
2026-03-03 01:01:55 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Park Square Financial Group LLC has aggressively exited 94% of its position in Exxon Mobil, reducing its stake to just 330 shares. This tactical retreat comes as other institutional players like Fisher Asset Management increase their exposure, highlighting a growing divide in how wealth managers view the energy giant's valuation.
Full story: https://getfinancebrief.com/story/park-square-slashes-exxon-mobil-stake

### Raiffeisen Bank Reshuffles U.S. Portfolio with Major AMETEK and Sprouts Buys
2026-02-22 00:18:14 · Sentiment: Neutral · Impact: 5/10 · Sources: 4

Raiffeisen Bank International AG's latest SEC filings reveal a strategic rotation in its U.S. equity portfolio, significantly increasing its stake in AMETEK and Sprouts Farmers Market. The bank concurrently trimmed its positions in Agilent Technologies and Equinix, signaling a shift toward industrial technology and consumer staples.
Full story: https://getfinancebrief.com/story/raiffeisen-bank-portfolio-rotation-q3-2026

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