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Monday, November 2, 2026

Companies

Public company updates

FT 13258 Confirms Compliance with SEC Registration Rules

FT 13258 certifies compliance with SEC regulations in recent filing, reflecting stability in the investment trust industry.

First Trust Exchange-Traded Fund VIII Files Schedule 13G

First Trust Exchange-Traded Fund VIII reports 5.06% ownership by affiliates in a recent Schedule 13G filing, marking a strategic investment move.

Kyriakopoulos Panagiotis Divests 44 Shares of Euroholdings Ltd.

Kyriakopoulos Panagiotis reported a divestment of 44 shares in Euroholdings Ltd., reflecting changes in ownership dynamics in the transportation industry.

Benchmark 2022-B33 Mortgage Trust Reports Monthly Distribution

Benchmark 2022-B33 Mortgage Trust announces a distribution to certificate holders, indicating stability in the asset-backed securities market.

Malady Kyle Files to Sell 1,100 Shares of Verizon Stock

Malady Kyle has filed a Form 144 to sell 1,100 shares of Verizon Communications Inc., indicating a liquidity event for the officer.

Birch Financial Group reports $213 million in holdings

Birch Financial Group, LLC disclosed holdings worth over $213 million in its latest SEC filing, showcasing a diverse investment strategy.

Cala Systems announces $3 million private offering for growth

Cala Systems, Inc. raises $3 million in a private offering, signaling a strategic move in the tech industry. $2.55 million already sold.

JPMorgan Chase Financial Co. announces $1 million structured notes

JPMorgan Chase Financial Co. LLC has filed a pricing supplement for $1,007,000 in structured investments linked to major stock indices.

Touchstone Strategic Trust Files Summary Prospectus for Value Fund

Touchstone Strategic Trust has filed a summary prospectus for its Touchstone Value Fund, outlining fees and expenses for investors.

JPMorgan Chase Financial Co. prices $1.859 million in notes

JPMorgan Chase Financial Co. LLC announces pricing of $1.859 million in structured investment notes linked to the MerQube US Tech+ Vol Advantage Index.

Touchstone Strategic Trust Files Summary Prospectus for Fund

Touchstone Strategic Trust has filed a summary prospectus for its Touchstone Large Cap Fund, detailing investment goals and fees.

Benchmark 2022-B33 Mortgage Trust Files Update on Securities

Benchmark 2022-B33 Mortgage Trust's recent SEC filing highlights updates on its asset-backed securities, focusing on commercial mortgages and market performance.

JPMorgan Chase Financial Co. prices $1.906 million in notes

JPMorgan Chase Financial Co. LLC announces pricing of $1.906 million in callable contingent interest notes linked to major indices, fully guaranteed by JPMorgan Chase & Co.

FSM Wealth Advisors Reports $972 Million in Holdings

FSM Wealth Advisors, LLC disclosed its quarterly holdings, totaling approximately $972 million, reflecting diverse investments across sectors.

Comprehensive Financial Planning reports $187.55M in holdings

Comprehensive Financial Planning, Inc./PA reveals $187.55 million in investments, highlighting its strategy in asset management and competitive positioning.

CIBC Announces $1 Million Callable Notes Offering

CIBC is offering $1 million in callable notes with a 6.10% interest rate, enhancing its funding strategy in the commercial banking sector.

First Trust Exchange-Traded Fund VIII Files Amended Schedule 13G

First Trust Exchange-Traded Fund VIII reports significant ownership changes in its amended Schedule 13G filing, reflecting industry consolidation.

First Trust Exchange-Traded AlphaDEX Fund Reports Ownership Change

First Trust Exchange-Traded AlphaDEX Fund reports a joint filing indicating 5.16% ownership by three entities, reflecting strategic shifts in investment management.

First Trust Portfolios Reports 5.18% Stake in Graham Corp

First Trust Portfolios LP has disclosed a 5.18% stake in Graham Corporation, signaling strategic interest in the industrial machinery sector.

First Trust Exchange-Traded Fund IV Reports 5.14% Ownership

First Trust Exchange-Traded Fund IV files Schedule 13G, revealing 5.14% ownership by key entities, signaling growth in the investment sector.

Financialist News Desk

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