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Thursday, November 5, 2026

Markets

Rates, jobs, and market-wide news

Thoma Bravo files quarterly report on investment holdings

Thoma Bravo, L.P. files its quarterly report detailing investment holdings as of September 30, 2026, offering insights into its private equity strategies.

BlackRock Funds II files monthly portfolio investments report

BlackRock Funds II has submitted its monthly portfolio investments report, highlighting its asset allocations as of August 31, 2026.

Principal Funds files monthly portfolio investments report

Principal Funds, Inc. has submitted its latest monthly portfolio investments report, providing insights into its investment strategies and industry trends.

OmniStar Financial Group files quarterly report on holdings

OmniStar Financial Group has submitted its quarterly report, detailing investment holdings as of September 30, 2026, impacting its financial strategies.

Legg Mason Partners Income Trust Files Monthly Portfolio Report

Legg Mason Partners Income Trust has submitted its monthly portfolio report, showcasing its investment strategies and commitment to transparency.

Western Asset Trust Files Monthly Portfolio Investments Report

Western Asset Investment Grade Opportunity Trust Inc. has filed its monthly portfolio investments report, offering insights into its investment strategies and asset allocations.

Arbor Investment Advisors files quarterly 13F-HR report

Arbor Investment Advisors, LLC has submitted its quarterly 13F-HR report, showcasing its investment holdings and strategies as of September 30, 2026.

ClearBridge Energy Midstream Opportunity Fund Reports Holdings

ClearBridge Energy Midstream Opportunity Fund releases its monthly portfolio investments report, impacting investor sentiment in the energy sector.

Greenhaven Associates Inc. Files 13F-HR for Q3 2026

Greenhaven Associates Inc. has filed its 13F-HR report for Q3 2026, detailing its investment holdings as of September 30.

Legg Mason Partners Investment Trust Files Monthly Portfolio Report

Legg Mason Partners Investment Trust has submitted its latest monthly portfolio investment report, highlighting its commitment to transparency in investment management.

Legg Mason Partners Income Trust Files Monthly Portfolio Report

Legg Mason Partners Income Trust has submitted its monthly portfolio investment report, shedding light on its holdings and industry trends.

Western Asset Intermediate Muni Fund files monthly report

Western Asset Intermediate Muni Fund Inc. has filed its monthly portfolio investments report, shedding light on its investment strategies and asset allocations.

SWS Partners files quarterly report on investment holdings

SWS Partners has submitted its quarterly report detailing investment holdings as of September 30, 2026, reflecting ongoing strategies in the financial sector.

Legg Mason Partners Investment Trust Files Monthly Report

Legg Mason Partners Investment Trust files its monthly portfolio report, shedding light on its investment activities and trends in the investment sector.

LMP Capital & Income Fund files monthly portfolio report

LMP Capital & Income Fund Inc. files its monthly portfolio report, shedding light on investment strategies and trends in the investment management industry.

BlackRock Large Cap Focus Growth Fund Releases Monthly Report

BlackRock Large Cap Focus Growth Fund, Inc. has submitted its monthly portfolio investments report, reflecting its holdings as of August 31, 2026.

Wingate Wealth Advisors files quarterly 13F-HR report

Wingate Wealth Advisors, Inc. has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026.

BlackRock Funds Submits Monthly Portfolio Investments Report

BlackRock Funds has filed its monthly portfolio investments report, shedding light on its investment strategies and industry trends.

BlackRock Large Cap Series Funds Reports Monthly Portfolio Update

BlackRock Large Cap Series Funds, Inc. shares its monthly portfolio investments in a recent SEC filing, offering insights into its investment strategies.

BlackRock Funds Files Monthly Portfolio Investments Report

BlackRock Funds has filed its monthly portfolio investments report, reflecting its ongoing commitment to transparency in managing investment portfolios.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →