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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

Peoples Bank /OH reveals latest investment holdings in 13F

Peoples Bank /OH files 13F report detailing investment holdings as of September 30, 2026, highlighting trends in the state commercial banking sector.

Deltec Asset Management files quarterly report on holdings

Deltec Asset Management LLC has filed its quarterly report detailing holdings as of September 30, 2026, reflecting its investment strategies.

HSBC Bank Bermuda Ltd files quarterly investment report

HSBC Bank Bermuda Ltd has submitted its quarterly report detailing investment activities as of September 30, 2026, reflecting its commitment to transparency.

Seven Post Investment Office LP Files Quarterly Holdings Report

Seven Post Investment Office LP has filed its quarterly report, revealing its investment holdings as of September 30, 2026, reflecting market strategies.

BRUCE Fund Inc. files post-effective amendment to registration

BRUCE Fund Inc. has filed a post-effective amendment to its registration statement, effective October 28, 2026, signaling potential changes in investment strategies.

Institutional Fiduciary Trust Files Post-Effective Amendment

Institutional Fiduciary Trust has filed a post-effective amendment, reflecting updates to its investment offerings and strategies.

Cushing Asset Management files quarterly 13F-HR report

Cushing Asset Management has filed its 13F-HR report, revealing its investment holdings as of September 30, 2026, highlighting strategic moves in the investment management sector.

Fidelity Salem Street Trust Files Monthly Portfolio Report

Fidelity Salem Street Trust submits its monthly investment report, highlighting activities as of August 31, 2026, reflecting its commitment to transparency.

Tidal Trust III Files Post-Effective Amendment to Agreements

Tidal Trust III has filed a post-effective amendment, indicating changes to its investment advisory agreements, impacting the investment management industry.

Noesis Capital Management Corp Files Quarterly 13F Report

Noesis Capital Management Corp reveals its latest holdings in a quarterly 13F report, highlighting investment strategies and portfolio adjustments.

Miller Howard Investments files quarterly 13F-HR report

Miller Howard Investments Inc. submits its quarterly 13F-HR report, revealing investment holdings as of September 30, 2026, impacting the asset management sector.

Sunesis Advisors files latest 13F-HR report for Q3 2026

Sunesis Advisors, LLC files its 13F-HR report for Q3 2026, highlighting its institutional holdings and investment strategies.

B.O.S.S. Retirement Advisors reports quarterly holdings

B.O.S.S. Retirement Advisors has filed its 13F-HR, detailing its institutional holdings as of September 30, 2026, reflecting its investment strategies.

Invesco Unit Trusts files annual report for Municipal Series 1278

Invesco Unit Trusts, Municipal Series 1278, files annual report for 2026, ensuring compliance and transparency in the municipal investment trust sector.

Solitude Financial Services files latest 13F-HR report

Solitude Financial Services submits its 13F-HR report, revealing its investment holdings as of September 30, 2026, impacting the financial services sector.

CPR Investments Inc. files quarterly report on holdings

CPR Investments Inc. has submitted its quarterly report detailing institutional holdings, reflecting key investment strategies and market trends.

Deroy & Devereaux reveals quarterly investment holdings

Deroy & Devereaux Private Investment Counsel Inc. filed its quarterly report, showing investment holdings as of September 30, 2026.

CSP Financial Group submits quarterly 13F-HR report

CSP Financial Group, LLC files its quarterly 13F-HR report, revealing its investment holdings and reflecting its commitment to transparency.

Mill Capital Management files quarterly report on holdings

Mill Capital Management's latest quarterly report reveals its institutional holdings as of September 30, 2026, impacting the asset management industry.

Westover Capital Advisors files quarterly 13F-HR report

Westover Capital Advisors, LLC has submitted its quarterly 13F-HR report, detailing investment holdings as of September 30, 2026.

Financialist News Desk

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