Wall St. Rank - Follow the Smart Money 💰

Follow the smart money. Portfolios, holdings, trades & insights from the world’s best fund managers.

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Swedbank added ~$423M to Meta Platforms (Facebook) $META in Q3 2026, their biggest add of the quarter. Cut MU (~$409M). New stake: RGA ($68.5M).

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🚨 New #1: NVIDIA $NVDA is now DekaBank Deutsche Girozentrale's largest holding - $5.47B (6.2% of the portfolio) - dethroning GOOGL, per the Q3 2026 13F. New stake: LRCX ($632M). Exited TTE (~$1.08B).

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State of Michigan Retirement System's largest Q3 2026 buy: SpaceX $SPCX, 689,800 shares worth $104M. +$67.1M added to CHTR. Exited BLDR (~$2.46M).

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Asset Management One's largest Q3 2026 buy: SK Hynix Inc $SKHY, 117,044 shares worth $21.6M. +$85.4M added to SNDK. Exited IONQ (~$7.01M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

WealthNavi Inc cut ~$177M from Vanguard Morningstar Total Stock Market ETF $VTI in Q3 2026, their biggest reduction of the quarter. +$134M added to GLDM.

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Vantagepoint Investment Advisers added ~$38.2M to iShares Emerging Markets Equity Factor ETF $EMGF in Q3 2026, their biggest add of the quarter. Cut SCHG (~$47.9M).

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Park Avenue Securities added ~$226M to iShares MSCI ACWI ex US ETF $ACWX in Q3 2026, their biggest add of the quarter. 8th straight quarter of buying. Cut MTUM (~$185M). New stake: AVGB ($9.7M).

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🚨 97% of Thoma Bravo's entire $10B portfolio is riding on one stock: SailPoint Inc $SAIL, per the Q3 2026 13F. AUM up 38% QoQ. Cut TTAN (~$26.5M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Edgar Wachenheim just loaded up on $LEN - boosting the stake 15% (+$146M) in Q3 2026. That's 6.2% of the entire company. 6th straight quarter of buying. Exited ACN (~$421M). Cut LEA (~$80.3M). Would you buy LEN here?

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UniSuper Management added ~$160M to Apple $AAPL in Q3 2026, their biggest add of the quarter. Cut NVDA (~$114M). Exited XOM (~$61.7M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Loring Wolcott & Coolidge Fiduciary Advisors added ~$46.6M to Broadcom $AVGO in Q3 2026, their biggest add of the quarter. 3rd straight quarter of buying. Cut PAYC (~$63.7M). New stake: MBGL ($50.6K).

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HB Wealth Management's largest Q3 2026 buy: ExxonMobil $XOM, 384,624 shares worth $62.6M. +$375M added to DFCF. Exited DUHP (~$93M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Amalgamated Bank cut ~$24.6M from Apple $AAPL in Q3 2026, their biggest reduction of the quarter. +$8.68M added to BE. New stake: MBGL ($1.44M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Mutual of America Capital Management's largest Q3 2026 buy: Honeywell $HON, 32,362 shares worth $6.83M. +$6.47M added to BTSG. Exited TCBK (~$4.62M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Brookstone Capital Management's largest Q3 2026 buy: Vanguard US Multifactor ETF $VFMF, 644,648 shares worth $115M. +$57.3M added to BND. Cut SPHD (~$108M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

KBC Group added ~$207M to Advanced Micro Devices $AMD in Q3 2026, their biggest add of the quarter. Cut JPM (~$261M). New stake: NWS ($778K).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 New #1: Microsoft $MSFT is now Parnassus Investments' largest holding - $2.15B (6.4% of the portfolio) - dethroning GOOGL, per the Q3 2026 13F. Exited PG (~$359M). +$578M added to META.

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

New York State Teachers Retirement System (NYSTRS) cut ~$173M from NVIDIA $NVDA in Q3 2026, their biggest reduction of the quarter. New stake: BE ($49.3M). +$15.3M added to VMRK.

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

BI Asset Management Fondsmaeglerselskab added ~$86.1M to JPMorgan Chase $JPM in Q3 2026, their biggest add of the quarter. Cut AAPL (~$99.3M). New stake: RTX ($10.3M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

AMF Tjänstepension's largest Q3 2026 buy: Lumentum $LITE, 126,905 shares worth $123M. +$143M added to APP. Exited MRSH (~$42.9M).

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