Sharemaestro Newsreel

Raymond James Names Elyn Davis Senior Vice President Of Client Experience For RIA & Custody Services

Raymond James has appointed Elyn Davis as Senior Vice President of Client Experience for its RIA & Custody Services division. This appointment is part of a planned leadership succession, with Davis expected to succeed Michelle Sovcik as Chief Operating Officer following Sovcik's retirement at …

Who's Moving Where In Wealth Management? – Wooster, Arden Trust, Raymond James

The article details recent personnel changes in North American wealth management. Kim Welch has joined Wooster Square Advisors as a wealth manager, focusing on female business owners and high-net-worth individuals. Aaron Reber has been appointed president of Arden Trust, tasked with leading strategic growth, …

L.K. Benson & Company P.C. Trims Stake in T. Rowe Price Group, Inc. $TROW

L.K. Benson & Company P.C. reduced its stake in T. Rowe Price Group, Inc. by 14% in the second quarter, although it remains their largest holding at 41.3% of their portfolio. T. Rowe Price reported strong quarterly earnings, surpassing analyst estimates, and declared a …

Mirae Asset Global Investments Co. Ltd. Acquires 32,372 Shares of T. Rowe Price Group, Inc. $TROW

Vest Financial LLC Increases Stake in T. Rowe Price Group, Inc. $TROW

Vest Financial LLC increased its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW) by 3.9% in the second quarter, bringing its total holdings to 548,644 shares valued at approximately $62.4 million. Despite this increase, analyst sentiment remains cautious with a consensus "Reduce" rating and …

T. Rowe Price Group, Inc. $TROW Stock Holdings Reduced by Marathon Capital Management

Marathon Capital Management significantly reduced its stake in T. Rowe Price Group (TROW) by 9.1% in the second quarter, although it remains the firm's largest holding, representing 13.4% of its portfolio. Despite this reduction and a cautious "Reduce" consensus rating from analysts with a …

Larry Fink's BlackRock Just Crossed $15.3 Trillion in Assets. Here's What That Scale Actually Earns.

Key Points BlackRock is a dominant player in asset management with $15 trillion in assets under management. In the recent quarter, BlackRock saw AUM increase 22%, while its profit margins expanded to their highest in nearly five years. The company is seeing strong growth …

Handelsbanken Fonder AB Sells 4,504 Shares of Ameriprise Financial, Inc. $AMP

Handelsbanken Fonder AB reduced its stake in Ameriprise Financial, Inc. by 14.6% in the second quarter, selling 4,504 shares but still retaining 26,290 shares valued at $12.1 million. The article also highlights Ameriprise's strong Q2 earnings, beating analyst estimates, and a "Moderate Buy" consensus …

Northern Trust (NTRS) Expands First Sentier Mandate On Valuation Questions

Corebridge Financial, Inc. $CRBG Shares Sold by Royal Bank of Canada

Renaissance Technologies LLC Takes Position in South Bow Corporation $SOBO

Renaissance Technologies LLC has acquired a new stake in South Bow Corporation, purchasing 34,880 shares valued at approximately $1.16 million. This move comes as South Bow reported stronger-than-expected quarterly earnings, with EPS of $0.50 against an estimated $0.45, and revenue exceeding expectations at $546 …

Aehr Test Systems $AEHR Shares Sold by Sei Investments Co.

Sei Investments Co. reduced its stake in Aehr Test Systems (NASDAQ:AEHR) by 27.6% in the first quarter, selling 8,812 shares but retaining 23,109 shares valued at $857,000. Despite this, institutional investors and hedge funds still own a significant 69.69% of AEHR. The company has …

Sei Investments Co. Makes New Investment in Aclaris Therapeutics, Inc. $ACRS

Sei Investments Co. has initiated a new position in Aclaris Therapeutics, acquiring 217,154 shares valued at $814,000, representing 0.16% of the company. Institutional investors now collectively own 98.34% of Aclaris, which reported a narrower-than-expected quarterly loss and exceeded revenue estimates. Despite remaining unprofitable, analysts …

Bank of America Corp DE Lowers Position in Golub Capital BDC, Inc. $GBDC

Pershing Square Stock: A More Expensive Way To Bet With Bill Ackman Than HHH Or PSUS

Main Street Capital (MAIN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, Aug. 7, 2026 at 10:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Dwayne HyzakPresident and Chief Investment Officer - David MagdolChief Financial Officer - Ryan NelsonInvestor Relations - Zach VaughanManaging Director and Head of Main Street's …

ING will return $1.25B in note principal to holders Sept. 11

ING announced it will redeem two series of SEC-registered senior debt, totaling $1.75 billion, on September 11, 2026. The redemption will occur at the principal amount, with accrued interest paid to holders of record by September 10, 2026. The Bank of New York Mellon, …

Fund Update: New $475.5M $SPCX Stock Position Opened by NORTHERN TRUST CORP

NORTHERN TRUST CORP has initiated a new position in the SPAC and IPO ETF (SPCX) with an investment of $475.5 million. This move represents a significant allocation towards newly public companies and special purpose acquisition companies, indicating a strategic interest in this dynamic market …

How Investors Are Reacting To Intercontinental Exchange (ICE) Pershing Stake And Bond Issuance Momentum

In August 2026, Intercontinental Exchange, Inc. completed several fixed-income offerings totaling about US$3.73 billion in callable senior unsecured and subordinated notes with fixed coupons, alongside reporting strong July trading volumes and open interest across key asset classes. The disclosure that Pershing Square has built …

Why Savers Value Village Stock Was Wilting This Week

Key Points The base share count of the issue was upsized from 15 million to 20 million. Yet it'll still retain its majority position in the retailer.10 stocks we like better than Savers Value Village › The stock of thrift store chain operator Savers …

Ares Management (ARES) co-founder Ressler reports 109.4M-share, 33.1% stake

Antony P. Ressler, co-founder of Ares Management (ARES), has reported beneficial ownership of 109,435,458 Class A common shares, constituting 33.1% of the company. This ownership includes shares held by a charitable foundation he trustees, as well as Class A shares and AOG Units held …

Ares Management (ARES): affiliated holders disclose 32.4% beneficial stake in Class A shares

Ares Partners Holdco LLC and Ares Owners Holdings L.P. have reported a beneficial ownership of 32.4% in Ares Management Corporation's Class A common stock, totaling 107,110,305 Class A Shares on an as-converted basis. This figure includes direct Class A Shares and AOG Units convertible …

Weyerhaeuser Sets Sept. 18 Cash Payout Date for Shareholders

Weyerhaeuser (NYSE: WY) has declared a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to shareholders of record as of September 4, 2026. This dividend is part of the company's framework to return 75-80% of annual Adjusted Funds Available …

Will SEI’s Quant, Private Markets and AI Push Reshape SEI Investments' (SEIC) Narrative?

SEI Investments is strategically integrating quantitative research, private markets access, and AI-enabled advisor support into its platform, as evidenced by its new research-enhanced ETF, expanded collaboration with WTW Investments for defined contribution plans, and a partnership using the Zocks AI assistant. These initiatives aim …

T. ROWE PRICE OHA SELECT PRIVATE CREDIT FUND ANNOUNCES JUNE 30, 2026 FINANCIAL RESULTS AND DECLARED TOTAL DISTRIBUTIONS OF $0.60 PER SHARE IN Q2 2026

T. Rowe Price OHA Select Private Credit Fund (OCREDIT) reported financial results for the quarter ended June 30, 2026, announcing total distributions of $0.60 per share. The fund expanded its investment portfolio by nearly $124.0 million, adding 7 new portfolio companies across various industries, …

This Credit Fund Lends Where Investors Fear to Tread

Blue Owl Technology Finance shares trade at a 31% discount to its portfolio valuation due to fears that AI will disrupt its software borrowers. Continue Reading

Pershing Square Inc. (PS) swings to $190M loss while assets reach $1.8B

INVESCO Ltd. stock outperforms competitors on strong trading day

INVESCO Ltd. (IVZ) shares rose 2.60% to $32.36 on Thursday, marking its second consecutive day of gains. This performance outpaced the broader market, with the S&P 500 Index (SPX) increasing by 0.65% and the Dow Jones Industrial Average (DJIA) rising by 0.13%.

Franklin BSP Capital Corporation Announces Third Quarter 2026 Dividend

NEW YORK, August 13, 2026--(BUSINESS WIRE)--Franklin BSP Capital Corporation ("FBCC" or the "Company") announced its Board of Directors has declared a third quarter 2026 cash distribution of $0.24 per common share. The distribution is payable on or about September 30, 2026 to common stockholders …

PAVmed (PAVM) Releases Q2 2026 Earnings: Revenue Miss and Continued Losses

PAVmed (PAVM) reported disappointing Q2 2026 earnings, missing analyst revenue estimates with $33,000 against a projected $48,960. The company continued to experience significant losses, including a -$7.0 million operating loss and -$5.4 million net loss, indicating ongoing financial challenges despite some per-share improvement year-over-year. …

Advisor moves: LPL lands $350M veteran advisor duo in Florida

LPL Financial has welcomed Matt Roberts and Kent Voges, a veteran advisor duo managing $350 million in assets, to their affiliate Frontline Investment Advisors in Tampa, Florida. Meanwhile, Raymond James's employee channel added two teams managing over $500 million combined from Wells Fargo and …

Which Small-Cap ETF Is the Better Buy: iShares' Growth-Focused IWO or Invesco's Revenue-Weighted RWJ?

Key Points The iShares Russell 2000 Growth ETF manages $15 billion in assets, providing significantly higher liquidity than the $138 million Invesco S&P SmallCap 600 Revenue ETF. Invesco S&P SmallCap 600 Revenue ETF has outperformed over the past 12 months with a 37% return, …

KKR & Co Inc Stock (KKR) Closed Up by 3.78% on Aug 13: A Full Analysis

KKR & Co Inc (KKR) stock rose by 3.78% on August 13th, driven by strong second-quarter earnings, expansion into AI infrastructure and renewable energy, and aggressive capital deployment. The firm's financial performance exceeded expectations with record fee-related earnings, and analysts maintain Buy ratings with …