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    Managed Account Stocks List

    Symbol Grade Name % Change
    WBS D Webster Financial Corporation -0.15
    UMBF C UMB Financial Corporation 1.08
    SWKH B SWK Holdings Corporation 0.57
    SLF F Sun Life Financial Inc. -6.70
    SII A Sprott Inc. 0.48
    SCHW A Charles Schwab Corporation (The) 0.89
    PUK C Prudential Public Limited Company 1.36
    PRI D Primerica, Inc. 1.47
    PIPR A Piper Sandler Companies -0.26
    OPY A Oppenheimer Holdings, Inc. Class A (DE) 2.65
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    Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
    Related Stock Lists: Investment Management Separately Managed Account Exchange Traded Fund Financial Products Insurance S&P 500 Bank Banking Broker Dealer Brokerage Disability Financial Advisors Financial Advisory Services Hedge Funds Individual Retirement Account Investment Bank Lending Products Portfolio Management Prime Brokerage Retirement Solutions

    Related ETFs - A few ETFs which own one or more of the above listed Managed Account stocks.

    Symbol Grade Name Weight
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 20.0
    BNKU A MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 20.0
    IAI A iShares U.S. Broker-Dealers ETF 19.27
    KBWB A PowerShares KBW Bank Portfolio ETF 11.9
    GABF B Gabelli Financial Services Opportunities ETF 9.3
    View all Managed Account ETFs...
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    Compare BNKD to GABF Compare BNKU to IAI Compare KBWB to GABF

        Managed Account Stocks Recent News

        Date Stock Title
        May 11 SCHW Charles Schwab First Quarter 2024 Earnings: EPS Beats Expectations
        May 11 SCHW Is Schwab US Dividend Equity ETF the Best Dividend ETF for You?
        May 10 SLF Sun Life Financial Inc. (SLF) Q1 2024 Earnings Call Transcript
        May 10 SLF Sun Life Financial Inc. 2024 Q1 - Results - Earnings Call Presentation
        May 10 SLF Sun Life announces election of directors
        May 10 SLF Sun Life (SLF) Q1 Earnings Miss Estimates, Dividend Hiked
        May 10 SLF Sun Life shares slump with U.S. dental biz recovering only in 2025
        May 10 SCHW Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
        May 9 SLF Sun Life Financial Q1 earnings, trailing consensus, fall Q/Q, Y/Y
        May 9 SLF Sun Life Financial Reports Lower Q1 Underlying Profit, Raises its Dividend
        May 9 SLF UPDATE 2-Sun Life reports rare earnings miss as US business shows weakness
        May 9 SLF Sun Life reports rare earnings miss as US business shows weakness
        May 9 SLF Sun Life Financial raises quarterly dividend by 3.8% to CAD 0.81/share
        May 9 SLF Sun Life Financial Non-GAAP EPS of C$1.50
        May 9 SLF Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2024
        May 9 SLF Sun Life Reports First Quarter 2024 Results
        May 9 SCHW How Goldman Sachs Wants to Be More Like Charles Schwab
        May 9 SCHW 20 Largest Banks in the US by Customers
        May 9 SLF Manulife's strong Asia growth pushes stock to over 15-year high
        May 9 SCHW Schwab, Goldman Sachs Are Tops in Online Banking Satisfaction, but Customers Want More
        Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
        Related Stock Lists: Financial Products Insurance Insurance Products Investment Bank Investment Product Life Insurance Portfolio Management S&P 500 Separately Managed Account Wealth Management Bank Banking Broker Dealer Brokerage Disability Exchange Traded Fund Financial Advisory Services Hedge Funds Institutional Investment Management Institutional Products
        Managed Account

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