First seen by DFX
Sep 12, 2026
date not stated
Canal Capital Management named as in-care-of on Barrington Family Foundation ($12,701,958 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Canal Capital Management: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 164971, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Canal Capital Management, LLC reported $738,809,128 across 207 13(f) positions for the quarter ended 2026-03-31
Canal Capital Management, LLC reduced Schwab Strategic Tr 241,124 -> 45,446 shares ($6,614,021 -> $1,394,298)
Canal Capital Management, LLC increased American Tower Corp 18,951 -> 34,471 shares ($3,327,555 -> $5,949,015)
Canal Capital Management, LLC opened a $6,867,065 position in Union Pac Corp (28,304 shares)
Canal Capital Management, LLC opened a $7,126,313 position in PPG Inds Inc (66,676 shares)
Canal Capital Management, LLC reduced Devon Energy Corp New 177,216 -> 38,361 shares ($6,491,439 -> $1,930,307)
Canal Capital Management, LLC reduced Ishares Tr 64,497 -> 32,225 shares ($7,751,282 -> $4,005,898)
Canal Capital Management, LLC opened a $2,633,746 position in Proshares Tr (69,437 shares)
Canal Capital Management, LLC reduced Litman Gregory Fds Tr 78,236 -> 55,826 shares ($2,195,292 -> $1,683,154)
Canal Capital Management, LLC increased Duke Energy Corp New 2,027 -> 56,520 shares ($237,547 -> $7,400,684)
Canal Capital Management, LLC exited Omnicom Group Inc (was $6,829,303, 84,570 shares)
Canal Capital Management, LLC opened a $8,581,588 position in Ishares Tr (82,970 shares)
Canal Capital Management, LLC increased Invesco Qqq Tr 12,143 -> 54,306 shares ($7,459,786 -> $31,344,149)
Canal Capital Management, LLC increased Eaton Corp Plc 7,571 -> 9,641 shares ($2,411,440 -> $3,448,297)
Canal Capital Management, LLC reduced Ishares Tr 123,571 -> 81,937 shares ($8,155,682 -> $5,533,206)
Canal Capital Management, LLC increased Watsco Inc 8,991 -> 17,970 shares ($3,029,509 -> $6,537,333)
Canal Capital Management, LLC reduced Ishares Tr 36,399 -> 19,093 shares ($3,259,896 -> $1,689,499)
Canal Capital Management, LLC reduced Ishares Tr 54,549 -> 25,482 shares ($5,448,333 -> $2,529,613)
Canal Capital Management, LLC reduced Ishares Tr 40,300 -> 12,864 shares ($13,821,551 -> $4,091,507)
Canal Capital Management, LLC reduced Ishares Tr 80,063 -> 18,589 shares ($9,868,552 -> $2,102,624)
Canal Capital Management, LLC reduced Dominion Energy Inc 125,580 -> 20,957 shares ($7,357,760 -> $1,295,567)
Canal Capital Management, LLC reduced Profesionally Managed Portfo 175,232 -> 6,687 shares ($11,479,449 -> $353,408)
Canal Capital Management, LLC increased Schwab Strategic Tr 19,649 -> 815,158 shares ($528,760 -> $20,900,652)
Canal Capital Management, LLC reported $666,104,134 across 186 13(f) positions for the quarter ended 2025-09-30
Canal Capital Management, LLC reported $704,946,059 across 188 13(f) positions for the quarter ended 2025-12-31
Canal Capital Management, LLC reduced Brookfield Asset Managmt Ltd 92,046 -> 20,471 shares ($5,088,299 -> $1,072,499)
Canal Capital Management, LLC reduced American Tower Corp New 29,866 -> 18,951 shares ($6,601,327 -> $3,327,555)
Canal Capital Management, LLC reduced Watsco Inc 12,236 -> 8,991 shares ($5,403,663 -> $3,029,509)
Canal Capital Management, LLC exited Select Sector Spdr Tr (was $2,140,935, 13,881 shares)
Canal Capital Management, LLC opened a $6,614,021 position in Schwab Strategic Tr (241,124 shares)
Canal Capital Management, LLC opened a $11,479,449 position in Profesionally Managed Portfo (175,232 shares)
Canal Capital Management, LLC increased Netflix Inc 2,836 -> 4,592 shares ($3,798,100 -> $430,588)
Canal Capital Management, LLC increased Meta Platforms Inc 1,054 -> 5,449 shares ($777,626 -> $3,597,047)
Canal Capital Management, LLC increased Ishares Tr 4,337 -> 80,063 shares ($477,490 -> $9,868,552)
Canal Capital Management, LLC opened a $2,411,440 position in Eaton Corp Plc (7,571 shares)
Canal Capital Management, LLC exited Danaher Corporation (was $3,283,315, 16,621 shares)
Canal Capital Management, LLC increased Brookfield Corp 4,622 -> 96,116 shares ($285,871 -> $4,410,764)
Canal Capital Management, LLC opened a $4,597,011 position in Taiwan Semiconductor Mfg Ltd (15,127 shares)