Petersen Hastings reports $1.21 billion in holdings for Q3 2026
Petersen Hastings Wealth Advisors reports $1.21 billion in holdings as of Q3 2026, revealing key investment strategies in major companies.
BofA Finance LLC Files Preliminary Pricing Supplement for Notes
BofA Finance LLC has filed a preliminary pricing supplement for its Medium-Term Notes, Series A, fully guaranteed by Bank of America Corporation.
UMB Financial Corp to Acquire El Dorado Savings Bank
UMB Financial Corp announces acquisition of El Dorado Savings Bank, expanding its presence in California and entering Nevada with 35 new branches.
GS Finance Corp. registers $6.335 million in equity-linked notes
GS Finance Corp. has filed for $6.335 million in autocallable equity-linked notes, signaling strategic growth in the competitive security brokerage industry.
Capital One CEO Richard Fairbank sells over 90,000 shares
Richard D. Fairbank, CEO of Capital One, sold over 90,000 shares of the bank's stock, valued at approximately $18.4 million, according to a recent SEC filing.
GS Finance Corp. Files Registration for $515,000 in Notes
GS Finance Corp. has filed for $515,000 in notes linked to the S&P 500 Futures Index, signaling a strategic move in the competitive securities market.
Smith Group Asset Management reveals $1.5B in holdings
Smith Group Asset Management, LLC discloses its latest holdings worth over $1.5 billion, showcasing its investment strategy and portfolio strength.
UMB Financial Corp to Merge with El Dorado Savings Bank
UMB Financial Corp announces merger with El Dorado Savings Bank, expanding its reach and services in California and Nevada.
Emery Partners Income Credit Strategies Fund Files New Registration
Emery Partners Income Credit Strategies Fund submits a new registration statement, indicating strategic developments in the investment landscape.
Citigroup Commercial Mortgage Securities Files ABS-15G Report
Citigroup Commercial Mortgage Securities Inc. files an ABS-15G report detailing findings from a third-party due diligence provider, impacting the asset-backed securities market.
Bank of America announces new Accelerated Return Notes
Bank of America Corp filed an update on its Accelerated Return Notes, showcasing its strategy to enhance investment offerings in the competitive banking sector.
EnerSyn Global files definitive additional materials proxy
EnerSyn Global Inc. files a definitive additional materials proxy statement, signaling important corporate governance decisions ahead.
UMB Financial Corp announces merger with El Dorado Savings Bank
UMB Financial Corp is merging with El Dorado Savings Bank, aiming to enhance service capabilities and market presence. The merger is expected to close by Q1 2027.
Goodwin Capital Advisers files 13F notice for Q3 2026
Goodwin Capital Advisers, Inc. has filed a 13F notice, reflecting changes in its investment strategy for the third quarter of 2026.
Rapport Therapeutics announces public offering of stock
Rapport Therapeutics, Inc. has announced a public offering of common stock to enhance its financial position and support ongoing projects.
Nomura America Finance files for $1.571 million in notes
Nomura America Finance, LLC has filed a pricing supplement for $1.571 million in callable contingent coupon index-linked notes, reflecting market trends.
Bowman Consulting Group Moves Forward with Merger Amid Lawsuits
Bowman Consulting Group is advancing its merger plans despite legal challenges from stockholders, highlighting complexities in the management consulting sector.
UMB Financial Corp announces acquisition of El Dorado Savings Bank
UMB Financial Corp has announced its acquisition of El Dorado Savings Bank, enhancing liquidity and expanding its West Coast presence.
BofA Finance LLC Files Update on Accelerated Return Notes
BofA Finance LLC updates on Accelerated Return Notes, signaling strategic moves in the national commercial banking sector.
Conning Investment Products files 13F Notice for Q3 2026
Conning Investment Products, Inc. filed a 13F Notice on October 27, 2026, indicating a stable investment strategy with no significant changes.