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First Financial Bancorp Records Q2 Earnings, Plans Merger

Both FVCBankcorp and First Financial Bancorp reported strong Q2 2026 results, with FVCB delivering margin expansion and a solid ROAA while FFBC posted record earnings and moved forward with an all-stock merger with Finward Bancorp alongside a dividend increase. FVCB also declared a $0.07 quarterly dividend and beat earnings estimates, with activity around deposits, valuation signals, and ongoing efficiency gains shaping the stock narrative.

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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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

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Maimon Wealth Buys 22,300 PYLD Shares

Maimon Wealth Management LTD expanded its holdings across multiple ETFs, adding 22,300 shares of PIMCO Multi Sector Bond Active ETF (PYLD) for about $581,000, and raising its Pimco Total Return ETF (BOND) position by purchasing 5,765 shares to total 48,865 shares. It also boosted its stake in iShares Short Duration Bond Active ETF (NEAR) by 10,470 shares to 163,160, underscoring a broader strategy of increasing exposure to fixed-income ETFs.

8 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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Titan Global Cuts Stakes Across Tech Stocks

Titan Global Capital Management USA LLC trimmed several holdings in Q1: it cut ServiceNow by 51.1% to about 50,640 shares and reduced Ciena by 29.4% to about 118,312 shares, while simultaneously boosting its Micron Technology stake by 105.1% to 1,487 shares and lowering its iShares Bitcoin Trust ETF position by 4.5% to 592,761 shares.

5 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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Convergence Expands Stakes Across U.S. Stocks

Convergence Investment Partners LLC expanded its holdings in COR, CATY, LEA, and CI in the first quarter while trimming its position in GM, signaling broad and varied participation across healthcare, banking, auto parts, and consumer-discretionary sectors; the disclosed stake changes come with large associated position values. The firm’s activity is complemented by other institutional moves in these names, including notable insider transactions and ongoing ownership concentration by institutions.

7 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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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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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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Invesco plans July dividends across BulletShares and KBWY

Several Invesco ETFs announced July 20 dividend declarations, with payouts planned for July 24 and ex-dividend dates on July 20. The per-share dividends vary across funds, including 0.12 for KBWY, 0.0911 for BSCZ, 0.088 for BSCX, 0.1002 for BSJQ, and 0.1472 for BSJV, reflecting ongoing income distributions among Invesco’s bond and equity-reit products.

21 sources

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Recently covered

First Financial Bancorp Records Q2 Earnings, Plans Merger

Madison Asset Management Boosts JIRE Stake, Trims Others

Stone Loft Wealth acquires Vanguard ETF stake

Maimon Wealth Buys 22,300 PYLD Shares

HORAN Wealth Expands Holdings USB NDSN NOC CINF

Titan Global Cuts Stakes Across Tech Stocks

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

Summit Global Cuts Stakes Across Stocks in Q1

Convergence Expands Stakes Across U.S. Stocks

Bulldog Investors LLP Expands Holdings In Five Stocks

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

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

Invesco plans July dividends across BulletShares and KBWY