Sharemaestro Newsreel

Ameriprise Financial (JLS) discloses 6.7% holding in Nuveen Mortgage and Income Fund

Ameriprise Financial, Inc. and its subsidiary Ameriprise Financial Services, LLC have disclosed a 6.7% holding in Nuveen Mortgage and Income Fund (JLS) through a Schedule 13G/A filing. This report indicates that the Ameriprise entities have shared dispositive power over 368,549 shares, but explicitly disclaim …

CIBC Stock Extends Green Momentum as Earnings Resilience and Canadian Banking Outlook Support Investor Optimism

Ameriprise Financial (TRIP holder) discloses 9.1% Tripadvisor stake via Columbia unit

Ameriprise Financial, Inc., through its subsidiary Columbia Management Investment Advisers, LLC, has disclosed a 9.1% beneficial ownership stake in Tripadvisor, Inc. This stake, totaling 10,547,286 shares, is held with shared voting and dispositive powers. Columbia Management separately reports an 8.5% stake or 9,863,897 shares, …

Green Dot Barely Moves Since Missing Q2 Earnings Estimates

Green Dot Corporation GDOT reported mixed second-quarter 2026 results, with earnings missing the Zacks Consensus Estimate but revenues beating the same. GDOT's adjusted earnings of 26 cents per share missed the Zacks Consensus Estimate of 41 cents by 36.6% and declined 35% year over …

T. Rowe Price Associates (IBP) discloses 4.3% holding in Installed Building Products

T. Rowe Price Associates, Inc. has filed a Schedule 13G/A report disclosing a 4.3% beneficial ownership stake in Installed Building Products (IBP), totaling 1,161,708 shares. The firm has sole voting power over 1,159,558 shares and sole dispositive power over all 1,161,708 shares, while explicitly …

IB Acquisition Corp (NASDAQ: IBAC) inks GNQ merger deal amid going-concern risks

IB Acquisition Corp (IBAC) reported a widening net loss of $567,166 for the quarter ended June 30, 2026, and $1,265,934 for the nine-month period, facing significant general and administrative expenses and declining interest income from its Trust Account. Despite these financial challenges and disclosed …

IB Acquisition Corp. 3Q 2026: Net income $(567K), EPS $(0.11) — 10-Q Summary

IB Acquisition Corp. (IBAC) reported a net loss of $(567,166) and diluted EPS of $(0.11) for the third quarter ended June 30, 2026, a swing to loss compared to the previous year, as it continues to operate as a blank-check company with no operating …

COIN Stock Slides After Earnings Miss — Coinbase CEO Says The Crypto Exchange Is Becoming More Than A Bitcoin Bet

Aristeia Capital (IPFX) discloses 5.20% holding in Inflection Point Acquisition Corp. VI

T. Rowe Price Investment Management (MSGS) discloses 5.6% ownership in Madison Square Garden Sports

T. Rowe Price Investment Management has reported a 5.6% beneficial ownership stake in Madison Square Garden Sports Corp. (MSGS), totaling 1,096,758 shares. The firm holds sole voting power over 1,074,218 shares and sole dispositive power over all 1,096,758 shares, as detailed in a Schedule …

Is Aon’s (AON) Growth Story Starting to Slow?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

T. Rowe Price (WING) reports 0.5% Wingstop stake in updated holding

T. Rowe Price Associates, Inc. has filed an updated Schedule 13G/A, reporting a 0.5% beneficial ownership stake in Wingstop Inc., totaling 136,834 shares. The filing specifies that T. Rowe Price has sole voting power over 127,960 shares and sole dispositive power over all 136,834 …

Reminder - PennyMac Financial Services (PFSI) Goes Ex-Dividend Soon

Looking at the universe of stocks we cover at Dividend Channel, on 8/17/26, PennyMac Financial Services Inc (Symbol: PFSI) will trade ex-dividend, for its quarterly dividend of $0.30, payable on 8/27/26. As a percentage of PFSI's recent stock price of $79.21, this dividend works …

Loomis, Sayles & Co. (SEIC) reports 8.46M SEI Investments shares on 13G/A

Loomis, Sayles & Co., L.P. has filed a Schedule 13G/A, reporting beneficial ownership of 8,462,120.64 shares of SEI Investments Co (SEIC) common stock, which represents 7.04% of the class. The firm holds sole voting power over 6,989,367 shares, with economic rights to dividends and …

First Bancorp stock hits all-time high at 66.78 USD By Investing.com

First Bancorp (FBNC) stock has reached an all-time high of $66.78, marking a 27.23% increase over the past year and a 31% year-to-date return. The company recently reported strong Q2 2026 earnings, leading to an increased price target from Keefe, Bruyette & Woods, and …

T. Rowe Price Associates (SMA) reports 5.27M-share, 9.5% stake in SmartStop

T. Rowe Price Associates, Inc. has filed an Amendment No. 6 to report a 9.5% beneficial ownership stake in SmartStop Self Storage REIT, totaling 5,270,721 shares as of June 30, 2026. The firm holds sole voting power over 5,260,905 shares and sole dispositive power …

T. Rowe Price Associates (NYSE: EQH) discloses 6.7% ownership of Equitable

T. Rowe Price Associates has filed an amended Schedule 13G, revealing a 6.7% beneficial ownership in Equitable Holdings Inc. (EQH) common stock, totaling 18,270,539 shares as of June 30, 2026. The firm holds sole voting power over 17,205,242 shares and sole dispositive power over …

Higher Rates Could Lift These 3 US Bank Stocks

With the Federal Reserve debating higher interest rates, this article examines three U.S. bank stocks that could benefit from such a policy. It provides an overview of Burke & Herbert Financial Services (BHRB), Isabella Bank (ISBA), and Norwood Financial (NWFL), detailing their operations, market …

Strategy responds to MSCI’s proposed index exclusion rules

Strategy, a major bitcoin treasury company, has criticized MSCI's proposed "non-operating company" rules, which could lead to its exclusion from MSCI's global equity indexes. Strategy argues that index providers should merely measure markets rather than dictate what assets companies can own, asserting that the …

Encore Capital Group stock hits all-time high at 102.64 USD

Encore Capital Group (ECPG) stock has reached an all-time high of $102.64, demonstrating a 149.67% increase over the past year. The company's P/E ratio is 7.63, and analysts have set price targets between $112-$120. This positive momentum is further supported by recent Q2 2026 …

BayFirst Q2 2026 slides: $32.7M loss masks near break-even core

BayFirst Financial Corp. reported a Q2 2026 net loss of $32.7 million, primarily due to a comprehensive asset resolution plan related to SBA loans. Despite this, management highlighted that core operations were near break-even, with a core operating loss of only $200,000 when excluding …

AQR group (GPAT) discloses 1.4M-share, 8.66% holding in GP-Act III

AQR Capital Management entities have disclosed a 1.4 million-share, 8.66% beneficial ownership stake in GP-Act III Acquisition Corp. (GPAT) through a Schedule 13G/A filing. The ownership reflects shared voting and dispositive power among the AQR-affiliated entities, with AQR Global Alternative Investment Offshore Fund, L.P. …

BOK Financial Corporation stock hits all-time high at 146.23 USD

BOK Financial Corporation's stock reached an all-time high of $146.23, reflecting a 39.63% increase over the past year. The company reported strong second-quarter 2026 earnings per share that beat estimates, along with record quarterly loan growth, despite a revenue miss. Analysts have raised price …

AQR group discloses 8.24% Centurion Acquisition Corp. (ALF) stake in latest update

AQR Capital Management, along with its affiliated entities, has reported a beneficial ownership of 8.24% in Centurion Acquisition Corp. (ALF), totaling 999,999 Class A ordinary shares. This disclosure, made via a SCHEDULE 13G/A filing, indicates shared voting and dispositive power among the AQR entities, …

T. Rowe Price Associates (EHC) discloses 5.1% Encompass Health stake on Schedule 13G

T. Rowe Price Associates has filed a Schedule 13G, disclosing a 5.1% beneficial ownership stake in Encompass Health Corp (EHC), totaling 5,056,225 common stock shares. The filing indicates that T. Rowe Price Associates holds sole voting power over 4,897,333 shares and sole dispositive power …

T. Rowe Price (FLOC) discloses 7.3% Flowco Holdings ownership stake

T. Rowe Price Associates, Inc. has disclosed a 7.3% ownership stake in Flowco Holdings Inc. Class A common stock, according to a recent Schedule 13G SEC filing. The firm reported beneficial ownership of 3,034,324 shares, with sole voting power over 3,031,272 shares and sole …

Intuitive Machines and Virgin Galactic Jump 10% While Rocket Lab, AST SpaceMobile Sit Out the Space Stock Rally

Quick Read LUNR surged 10% on record $1.8 billion backlog despite missing Q2 estimates, while SPCE bounced 10% after Thursday's 8% drop on a delayed launch. Stifel upgraded LUNR to Buy while Rocket Lab and AST SpaceMobile gained just 1%, confirming the space sector …

Ryan Specialty (RYAN) Stock Sees Fair Value Lift After Analysts Raise Targets

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The fair value estimate for Ryan Specialty Holdings has been updated from US$45.88 to US$50.72, based on revised assumptions in the latest model. …

T. Rowe Price Investment Management (STTK) reports 15.3% stake in Shattuck Labs

T. Rowe Price Investment Management, Inc. has reported a 15.3% beneficial ownership stake in Shattuck Labs Inc. (STTK), totaling 13,432,540 shares. This ownership is primarily for its advisory clients, with T. Rowe Price Small-Cap Value Fund holding a significant portion (5.6%). The filing clarifies …

T. Rowe Price Associates (RKT) discloses 55.3M Rocket Cos. Class A shares

T. Rowe Price Associates, Inc. has disclosed a passive ownership of 55,268,794 Class A common shares in Rocket Companies, Inc. (RKT), representing a 5.6% stake. The firm reports sole voting power over 53,682,470 shares and sole dispositive power over all 55,268,794 shares, while explicitly …

T. Rowe Price Investment Management (USCB) discloses 8.6% ownership of USCB Financial

T. Rowe Price Investment Management, Inc. has filed an Amendment No. 2 to a Schedule 13G, disclosing an 8.6% passive ownership stake in USCB Financial Holdings Inc., amounting to 1,568,820 shares. The firm asserts sole voting and dispositive power over these shares, while explicitly …

Gemini Space Station Q2 Earnings Call Highlights

Key Points Interested in Gemini Space Station, Inc.? Here are five stocks we like better. Revenue grew despite weaker crypto trading: Q2 revenue rose 37% year over year to $45.5 million, driven by services, interest income, OTC trading and card revenue. Net loss improved …

T. Rowe Price Investment Management (PLNT) discloses 8.33M-share Planet Fitness stake

T. Rowe Price Investment Management, Inc. has disclosed a significant stake in Planet Fitness, Inc. (PLNT), reporting beneficial ownership of 8,332,657 shares, which represents 10.5% of the Class A common stock. The firm holds sole voting power over 8,313,142 shares and sole dispositive power …

Build-A-Bear Workshop (BBW): T. Rowe Price reports 5.3% ownership stake

T. Rowe Price Associates, Inc. has reported a 5.3% passive ownership stake in Build-A-Bear Workshop, Inc. (BBW), holding 669,597 shares. This disclosure, made via a Schedule 13G SEC filing, indicates T. Rowe Price has sole voting and dispositive power over these shares, while explicitly …

Manulife Investment Management (US) boosts disclosure of 5.24% Riverview Bancorp (RVSB) stake

Manulife Investment Management (US) LLC, a subsidiary of Manulife Financial Corporation, has disclosed a 5.24% stake in Riverview Bancorp Inc. through an amended Schedule 13G filing. Manulife Investment Management (US) LLC holds sole voting and dispositive power over 1,062,090 shares of Riverview Bancorp common …

T. Rowe Price (WAL holder) reports 6.3M Western Alliance shares in 13G/A

T. Rowe Price Associates, Inc. has filed an Amendment No. 4 Schedule 13G, disclosing a 5.8% beneficial ownership stake in Western Alliance Bancorp common stock as of June 30, 2026. This equates to 6,313,061 shares, with T. Rowe Price Associates holding sole voting power …