SHARPEPOINT
13F-HR - SHARPEPOINT LLC (0002046822) (Filer)
Institutional holdings report (13F-HR) filed by SHARPEPOINT LLC....
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Washington
13F-HR - Washington Trust Advisors, Inc. (0001900099) (Filer)
Institutional holdings report (13F-HR) filed by Washington Trust Advisors, Inc.....
BMO
Trust servicing agreement modified
The Newport on the Levee mortgage loan's servicing agreement was modified among BMO Commercial Mortgage Securities LLC, Trimont LLC, and others....
NEW
13F-HR - NEW YORK STATE COMMON RETIREMENT FUND (0000810265) (Filer)
Institutional holdings report (13F-HR) filed by NEW YORK STATE COMMON RETIREMENT FUND....
Fiduciary
13F-HR - Fiduciary Wealth Partners, LLC (0001666504) (Filer)
Institutional holdings report (13F-HR) filed by Fiduciary Wealth Partners, LLC....
Ruedi
13F-HR - Ruedi Wealth Management, Inc. (0001940678) (Filer)
Institutional holdings report (13F-HR) filed by Ruedi Wealth Management, Inc.....
BBCMS
Mortgage Trust forms 2024-5C31 deal
The reporting entity disclosed the formation of a new collateral pool and business combination. Registrant is Barclays Commercial Mortgage Securities ...
Benchmark
Mall and office loans provide servicing updates
Benchmark 2025-V13 Mortgage Trust reported that its Woodland Mall and Colony Square loans are being serviced tax reference under a Dec. 2024 agreement...
Fidelity
Fidelity Private Credit Fund reports total return of 9.90% since inception
Fidelity Private Credit Fund reports total return of 9.90% since inception as of June 30, 2026, as investors continue to engage with private credit as...
First
13F-HR - First Nebraska Trust Co (0002134841) (Filer)
Institutional holdings report (13F-HR) filed by First Nebraska Trust Co....
Broyhill
13F-HR - Broyhill Asset Management, LLC (0001966057) (Filer)
Institutional holdings report (13F-HR) filed by Broyhill Asset Management, LLC....
NORDEN
13F-HR - NORDEN GROUP LLC (0001990699) (Filer)
Institutional holdings report (13F-HR) filed by NORDEN GROUP LLC....
Coign
13F-HR - Coign Capital Advisors LLC (0002056441) (Filer)
Institutional holdings report (13F-HR) filed by Coign Capital Advisors LLC....
RIVERVIEW
Riverview Bancorp Reports Q1 2027 Net Income of $1.7 Million
Riverview Bancorp posted record Q1 2027 net income and improved net interest margins, marking its highest earnings in 11 quarters. This performance hi...
Coquina
13F-HR - Coquina Private Wealth LLC (0002103792) (Filer)
Institutional holdings report (13F-HR) filed by Coquina Private Wealth LLC....
Federal
FHLBank Chicago declares Q2 2026 dividend
The Federal Home Loan Bank of Chicago declared a 9.50% annualized dividend for Class B1 stock and a 3.75% annualized dividend for Class B2 stock. It e...
Elevation
13F-HR - Elevation Wealth Management LLC (0002093518) (Filer)
Institutional holdings report (13F-HR) filed by Elevation Wealth Management LLC....
HB
13F-HR - HB Wealth Management, LLC (0001911253) (Filer)
Institutional holdings report (13F-HR) filed by HB Wealth Management, LLC....
Amtrust
13F-HR - Amtrust Financial Services, Inc. (0001365555) (Filer)
Institutional holdings report (13F-HR) filed by Amtrust Financial Services, Inc.....
Summit
13F-HR - Summit Place Financial Advisors, LLC (0001801413) (Filer)
Institutional holdings report (13F-HR) filed by Summit Place Financial Advisors, LLC....