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Hancock Whitney Posts Strong Q2 Earnings Growth

Hancock Whitney reported Q2 2026 net income of $127 million ($1.55 per diluted share), up from $47.4 million in Q1 after excluding a prior $98.6 million restructuring charge, with 10% linked-quarter loan growth and 8% deposit growth. The bank expects to close the One Florida Bank acquisition on August 1, 2026, maintain mid-single-digit loan and deposit growth, and project continued NII growth and efficiency improvements as it integrates the new footprint.

9 sources

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Madison Asset Management Boosts JIRE Stake, Trims Others

Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.

9 sources

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MSCI shares fall 6% after Q2 results

MSCI reported second-quarter 2026 revenue of $867.0 million (up 12.2%) and adjusted earnings per share of $4.94, with GAAP EPS of $4.69, and raised its full-year adjusted EBITDA guidance amid stronger asset-based fees. The results showcased a record asset-based-fee run rate in the Index segment, ongoing share repurchases totaling about $147.2 million and a $2.05 quarterly dividend, with management citing AI-driven momentum for future product expansion.

16 sources

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Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

25 sources

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

Rice Partnership LLC increased its Eli Lilly stake to 20,667 shares (~$19.0 million) and opened a new 7,783-share position in Cheniere Energy, while trimming its iShares MSCI Germany ETF holding to 618,221 shares (~$24.5 million) and adding a 31,967-share position in JPMorgan Municipal ETF (~$1.6 million) in the first quarter.

6 sources

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HORAN Wealth Expands Holdings USB NDSN NOC CINF

HORAN Wealth LLC lifted its stakes in U.S. Bancorp (73,608 shares, up 100.5%), Nordson (4,040 shares), Northrop Grumman (14,140 shares), and Cincinnati Financial (13,900 shares) in the first quarter, with holdings valued across these positions in the millions. The moves coincide with broader institutional activity and analysts adjusting targets or ratings on these companies.

10 sources

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NewGen Asset Management Trims Enerflex Stake, Buys Docebo, Invests in Palmer Square BDC

NewGen Asset Management Ltd continued active portfolio reshaping in the first quarter, trimming Enerflex by 6.4% to 736,744 shares even as it opened new positions in Docebo and Palmer Square Capital BDC. The Docebo stake comprised 89,172 shares worth about $1.56 million and the Palmer Square stake was 73,684 shares worth about $720,000, with Docebo and Palmer Square each accounting for small percentages of its portfolio.

9 sources

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Summit Global Cuts Stakes Across Stocks in Q1

Summit Global Investments reduced its stakes in five companies and funds in the first quarter, cutting positions in COR, LMT, CME Group, the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), and NiSource by substantial margins (27.4%, 41.8%, 34.1%, 63.3%, and 37.4%, respectively) as it adjusted its portfolio. The moves affected holdings across diversified sectors, with remaining positions valued in the millions of dollars according to the latest SEC filings.

6 sources

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JSF Financial Alters Q1 Stock Stakes

JSF Financial LLC trimmed its positions in several stocks: it slashed its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47.3% in Q1 to 13,550 shares worth about $752,000, and reduced Cardinal Health (CAH) by 30% to 6,612 shares worth roughly $1.40 million. Conversely, JSF initiated a new stake in Omega Healthcare Investors (OHI) with 28,164 shares valued at about $1.23 million.

5 sources

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Leith Wheeler trims, expands Q1 holdings across sectors

{"summary_content":"Leith Wheeler Investment Counsel Ltd. trimmed its positions in Keysight Technologies, Corpay, and MKS by 38.2%, 7.8%, and 23.2% respectively in the first quarter, while expanding its stake in American States Water Company by 60.8%. The moves occurred alongside a broader pattern of activity by other institutional investors across these same stocks.","summary_content_details":[]}

5 sources

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Ridgepath Capital Expands ProShares ETF Positions Q1

Ridgepath Capital Management LLC expanded and diversified its ETF holdings in Q1, adding to ProShares Ultra S&P500 (SSO), ProShares UltraPro Short Russell 2000 (SRTY), JPMorgan Ultra-Short Income ETF (JPST), and ProShares UltraPro QQQ (TQQQ) while reducing its stake in ProShares UltraPro S&P 500 (UPRO). JPST emerged as Ridgepath’s largest position at about 23.6% of the portfolio, with notable increases across several funds and SSO and SRTY among meaningful but smaller additions.

8 sources

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Bulldog Investors LLP Expands Holdings In Five Stocks

In its first-quarter 13F filings, Bulldog Investors LLP added across multiple holdings: about 1.58 million shares of BNY Mellon Strategic Municipals (LEO) valued around $9.9 million, 67,060 shares of BTC Development Corp (BDCI) for roughly $670,000, 75,000 shares of Bitcoin Infrastructure Acquisition Corp Ltd (BIXI) about $744,000, and 176,130 shares of Duff & Phelps Utility and Infrastructure Fund (DPG) near $2.54 million.

9 sources

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Commerzbank FI boosts holdings across US stocks

Commerzbank Aktiengesellschaft FI boosted its holdings in five major U.S. names—Wells Fargo, ServiceNow, U.S. Bancorp, Bank of America, and BlackRock—with increases ranging from about 5% to over 230% and corresponding rises in share counts and reported values. The moves accompany notable insider transactions, including Bank of America executive Geoffrey S. Greener selling 126,756 shares and BlackRock CEO Laurence Fink divesting 33,900 shares, underscoring ongoing trading activity among top executives.

6 sources

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CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.

18 sources

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DJE Kapital AG Sells 79,600 Iamgold Shares

DJE Kapital AG trimmed its mining stock holdings in Q1, cutting Iamgold by 30.6% to 180,200 shares worth $3.275 million, and reducing Newmont by 37.8% to 963,044 shares worth about $102.476 million, along with a 4.1% decline in Agnico Eagle Mines to 503,088 shares worth roughly $99.548 million. The moves accompany broader adjustments by other institutional investors and several brokerages issuing updated ratings or price targets on these companies.

10 sources

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Commerzbank Reduces Stakes Across Firms in Q1

Commerzbank Aktiengesellschaft FI trimmed its holdings across several U.S. equities in Q1 filings, including reductions of T. Rowe Price by 19.1% to 76,221 shares, Cigna Group by 17.6% to 15,145 shares, VICI Properties by 20.3% to 113,148 shares, and CME Group by 7.6% to 54,411 shares, with these positions collectively contributing to its broader move to lighten sizable portfolios.

5 sources

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Cutler Investment Counsel Alters ETF Stakes Across SPEM, BNDX, RPG, WAT in Q1

Cutler Investment Counsel LLC reshuffled its holdings across multiple ETFs and stocks in the first quarter, trimming its stake in SPDR Portfolio Emerging Markets ETF (SPEM) by 1.8% and reducing exposure to Invesco S&P 500 Pure Growth ETF (RPG) by 5.9%. At the same time, it boosted its position in Waters Corporation (WAT) with a 2,073-share purchase and increased its stake in Vanguard Total International Bond ETF (BNDX) by 42.6% to about 40,096 shares worth roughly $1.93 million.

7 sources

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Element Pointe Increases IHF Stake 9.6%

Element Pointe Advisors LLC boosted positions across multiple ETFs in the first quarter, including a 9.6% increase in iShares U.S. Healthcare Providers ETF (IHF), a 3.3% rise in iShares Core S&P 500 ETF (IVV) where it holds its largest stake, and a new 223,948-share investment in SPDR S&P Transportation ETF (XTN) valued around $20.8 million, while trimming its stake in iShares MSCI USA Quality Factor ETF (QUAL) by 7.3%. Other institutions also adjusted their holdings in these funds during the period.

9 sources

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Cassaday Boosts MGK Stake to 3.72M Shares

Cassaday & Co Wealth Management LLC made notable portfolio moves in Q1: it increased its stake in Vanguard Mega Cap Growth ETF (MGK) and boosted its position in iShares S&P Mid-Cap 400 Growth ETF (IJK), while sharply increasing holdings in iShares Bitcoin Trust ETF (IBIT) and trimming its position in iShares Russell 1000 Value ETF (IWD). The changes saw MGK rise to 3,719,368 shares, IJK at 212,240 shares, IBIT at 45,227 shares, and IWD reduced to 417,951 shares as part of ongoing portfolio adjustments across multiple ETFs.

6 sources

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Wise Group launches £405M buyback across US, UK

Wise Group confirmed a £405 million share buyback across Nasdaq, the London Stock Exchange and other venues, to run from July 21, 2026 to no later than March 31, 2027, with about 40% of repurchased shares going to the Employee Share Trust and 60% held in treasury, and it will seek renewed shareholder authority at the next AGM to continue the program. Analysts broadly view the stock as attractive, with a consensus Buy rating from nine covered analysts and several firms initiating or upgrading coverage.

6 sources

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Wintrust Q2 Profit Rises to $225M

Wintrust Financial posted solid Q2 results with $225.3 million in net income and $3.30 per share on revenue of about $961 million, a year-over-year rise driven by loan and deposit growth. The bank also reported record first-half net income for 2026, driven by strong net interest income and ongoing balance-sheet expansion, and beat consensus estimates for quarterly earnings per share.

15 sources

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Recently covered

Hancock Whitney Posts Strong Q2 Earnings Growth

Madison Asset Management Boosts JIRE Stake, Trims Others

MSCI shares fall 6% after Q2 results

Stone Loft Wealth acquires Vanguard ETF stake

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

HORAN Wealth Expands Holdings USB NDSN NOC CINF

NewGen Asset Management Trims Enerflex Stake, Buys Docebo, Invests in Palmer Square BDC

Summit Global Cuts Stakes Across Stocks in Q1

JSF Financial Alters Q1 Stock Stakes

Leith Wheeler trims, expands Q1 holdings across sectors

Ridgepath Capital Expands ProShares ETF Positions Q1

Bulldog Investors LLP Expands Holdings In Five Stocks

Commerzbank FI boosts holdings across US stocks

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

DJE Kapital AG Sells 79,600 Iamgold Shares

Commerzbank Reduces Stakes Across Firms in Q1

Cutler Investment Counsel Alters ETF Stakes Across SPEM, BNDX, RPG, WAT in Q1

Element Pointe Increases IHF Stake 9.6%

Cassaday Boosts MGK Stake to 3.72M Shares

Wise Group launches £405M buyback across US, UK

Wintrust Q2 Profit Rises to $225M