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Wednesday, November 4, 2026

Companies

Public company updates

Serenity Investment Advisors Reports Q3 2026 Holdings

Serenity Investment Advisors discloses its Q3 2026 holdings with a total portfolio value of approximately $230.39 million, reflecting strategic investment choices.

Meridian Fund Inc Files New Prospectus for Growth Fund

Meridian Fund Inc has filed a new prospectus for its Meridian Growth Fund, detailing investment strategies and fee structures for potential investors.

Berthel, Fisher & Company reveals Q1 2026 investment holdings

Berthel, Fisher & Company Financial Services, Inc. files its 13F-HR report for Q1 2026, showing over $740 million in investments.

Meridian Fund Inc Files Summary Prospectus for Contrarian Fund

Meridian Fund Inc has filed a summary prospectus for its Contrarian Fund, outlining investment strategies, fees, and risks for potential investors.

Meridian Fund Inc Files New Summary Prospectus for Growth Fund

Meridian Fund Inc has filed a new summary prospectus for its Meridian Growth Fund, outlining investment strategies and fees.

Meridian Fund Inc Files Summary Prospectus for Growth Fund

Meridian Fund Inc has filed a summary prospectus for its Small Cap Growth Fund, detailing investment strategies and fees, enhancing investor transparency.

Meridian Fund Inc Files Summary Prospectus for New Fund

Meridian Fund Inc has filed a summary prospectus for its Meridian Hedged Equity Fund, detailing investment objectives and fee structures.

Meridian Fund Inc Files Summary Prospectus for Equity Fund

Meridian Fund Inc has filed a summary prospectus for its Meridian Hedged Equity Fund, outlining fees and investment strategies aimed at long-term growth.

Toronto-Dominion Bank Files Pricing Supplement for Notes

Toronto-Dominion Bank files a preliminary pricing supplement for its Autocallable Contingent Interest Barrier Notes linked to major tech stocks.

Meridian Fund Inc files summary prospectus for Contrarian Fund

Meridian Fund Inc has filed a summary prospectus for its Meridian Contrarian Fund, detailing investment objectives and fee structures.

East Coast Asset Management Files Amended 13F Report

East Coast Asset Management's amended 13F filing reveals significant portfolio adjustments, impacting the asset management industry and competitors.

Meridian Fund Inc Files Summary Prospectus for Growth Fund

Meridian Fund Inc updates investors with a summary prospectus for its Small Cap Growth Fund, detailing fees and investment objectives.

Royal Bank of Canada Offers Redeemable Fixed Rate Notes

Royal Bank of Canada announces a new offering of Redeemable Fixed Rate Notes with a 5.75% interest rate, targeting investors in a competitive banking market.

Foxhaven Capital amends private offering under Rule 506(b)

Foxhaven Capital updates its private offering under Rule 506(b), reflecting trends in hedge fund fundraising strategies and impacting the investment industry.

Berthel, Fisher & Company reveals latest 13F holdings report

Berthel, Fisher & Company Financial Services, Inc. files 13F report, showcasing investment strategies and trends in the financial services industry.

Bank of Montreal announces new senior medium-term notes

Bank of Montreal files for new senior medium-term notes linked to major indices, signaling a strategic move in the commercial banking sector.

National Fuel Gas Company Discloses Resource Payments

National Fuel Gas Company files disclosure on resource extraction payments, emphasizing transparency in the natural gas distribution sector.

Citigroup announces new medium-term senior notes offering

Citigroup Inc. files for new medium-term senior notes, aiming to attract investors with higher potential yields while ensuring investor confidence.

Bank of Montreal announces new financial securities offering

Bank of Montreal unveils Autocallable Strategic Accelerated Redemption Securities linked to financial stocks, highlighting new investment opportunities.

Utz Brands announces merger agreement with Intersnack Group

Utz Brands, Inc. files an amendment on its merger with Intersnack Group, transitioning to a privately held company with significant industry implications.

Financialist News Desk

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