Bank of Marin Bancorp Q4 Earnings Call Highlights
Bank of Marin Bancorp (NASDAQ:BMRC) executives highlighted stronger loan production, improving credit metrics, and early benefits from a fourth-quarter balance sheet restructuring during the company’s earnings call covering the quarter ended Dec. 31, 2025. Management said fourth-quarter execution drove “continued positive trends” across core profitability measures, balance sheet growth, expense management, and credit quality. The […]
Whittier Trust Co. Purchases 4,652 Shares of Visa Inc. $V
Whittier Trust Co. increased its holdings in Visa Inc. (NYSE:V – Free Report) by 1.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 418,365 shares of the credit-card processor’s stock after purchasing an additional 4,652 shares during the quarter. Visa makes […]
SPDR Gold Shares $GLD Shares Purchased by Whittier Trust Co.
Whittier Trust Co. grew its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.3% during the third quarter, HoldingsChannel reports. The firm owned 23,758 shares of the exchange traded fund’s stock after buying an additional 4,001 shares during the period. Whittier Trust Co.’s holdings in SPDR Gold Shares were worth $8,497,000 […]
Y Intercept Hong Kong Ltd Decreases Stock Holdings in Chewy $CHWY
Y Intercept Hong Kong Ltd reduced its stake in shares of Chewy (NYSE:CHWY – Free Report) by 30.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 105,773 shares of the company’s stock after selling 46,270 shares during the period. Y […]
UniSuper Management Pty Ltd Raises Holdings in Phillips 66 $PSX
UniSuper Management Pty Ltd boosted its position in Phillips 66 (NYSE:PSX – Free Report) by 13.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,102 shares of the oil and gas company’s stock after acquiring an additional 4,464 shares during the quarter. UniSuper Management […]
Cummins Inc. $CMI Shares Purchased by WealthShield Partners LLC
WealthShield Partners LLC boosted its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 20.6% during the third quarter, HoldingsChannel.com reports. The fund owned 5,468 shares of the company’s stock after acquiring an additional 934 shares during the period. WealthShield Partners LLC’s holdings in Cummins were worth $2,310,000 as of its most recent filing with […]
Visa Inc. $V Shares Acquired by Whittier Trust Co. of Nevada Inc.
Whittier Trust Co. of Nevada Inc. increased its stake in Visa Inc. (NYSE:V – Free Report) by 1.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 210,202 shares of the credit-card processor’s stock after buying an additional 3,423 shares during the […]
MercadoLibre, Inc. $MELI Holdings Boosted by Whittier Trust Co.
Whittier Trust Co. grew its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 10.8% in the 3rd quarter, Holdings Channel reports. The firm owned 2,419 shares of the company’s stock after acquiring an additional 236 shares during the quarter. Whittier Trust Co.’s holdings in MercadoLibre were worth $5,256,000 as of its most […]
Y Intercept Hong Kong Ltd Buys Shares of 17,702 Woodward, Inc. $WWD
Y Intercept Hong Kong Ltd purchased a new position in Woodward, Inc. (NASDAQ:WWD – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 17,702 shares of the technology company’s stock, valued at approximately $4,473,000. A number of other institutional investors have […]
Royalty Pharma PLC $RPRX Shares Sold by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd reduced its position in Royalty Pharma PLC (NASDAQ:RPRX – Free Report) by 25.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 112,084 shares of the biopharmaceutical company’s stock after selling 37,988 shares during the quarter. Y Intercept […]
MetLife, Inc. $MET Shares Sold by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. lowered its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 5.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 177,346 shares of the financial services provider’s stock after selling 10,459 shares during the period. Resona Asset Management Co. Ltd.’s […]
Y Intercept Hong Kong Ltd Buys Shares of 139,789 Invitation Home $INVH
Y Intercept Hong Kong Ltd bought a new stake in Invitation Home (NYSE:INVH – Free Report) during the third quarter, Holdings Channel.com reports. The institutional investor bought 139,789 shares of the company’s stock, valued at approximately $4,100,000. A number of other institutional investors and hedge funds have also made changes to their positions in INVH. […]
Lbp Am Sa Has $39.24 Million Stock Position in GE Vernova Inc. $GEV
Lbp Am Sa lessened its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 15.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 63,817 shares of the company’s stock after selling 11,477 shares during the period. Lbp Am […]
Y Intercept Hong Kong Ltd Buys 30,526 Shares of Guardant Health, Inc. $GH
Y Intercept Hong Kong Ltd lifted its stake in Guardant Health, Inc. (NASDAQ:GH – Free Report) by 66.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,295 shares of the company’s stock after purchasing an additional 30,526 shares during […]
Whittier Trust Co. Sells 4,757 Shares of Vanguard Small-Cap ETF $VB
Whittier Trust Co. lessened its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 8.9% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 48,426 shares of the company’s stock after selling 4,757 shares during the quarter. Whittier Trust Co.’s holdings in […]
212,831 Shares in NETSTREIT Corp. $NTST Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd purchased a new position in NETSTREIT Corp. (NYSE:NTST – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 212,831 shares of the company’s stock, valued at approximately $3,844,000. Y Intercept Hong Kong Ltd […]
Y Intercept Hong Kong Ltd Sells 114,164 Shares of Comcast Corporation $CMCSA
Y Intercept Hong Kong Ltd lessened its stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 46.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 134,128 shares of the cable giant’s stock after selling 114,164 shares during the quarter. Y […]
WealthShield Partners LLC Sells 3,442 Shares of Vanguard Value ETF $VTV
WealthShield Partners LLC trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 63,458 shares of the company’s stock after selling 3,442 shares during the period. Vanguard Value ETF […]
Y Intercept Hong Kong Ltd Takes $4.11 Million Position in WeRide Inc. $WRD
Y Intercept Hong Kong Ltd purchased a new position in shares of WeRide Inc. (NASDAQ:WRD – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 414,927 shares of the company’s stock, valued at approximately $4,108,000. Y Intercept Hong Kong Ltd owned about 0.14% of […]
Y Intercept Hong Kong Ltd Purchases Shares of 6,541 Spotify Technology $SPOT
Y Intercept Hong Kong Ltd purchased a new position in Spotify Technology (NYSE:SPOT – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 6,541 shares of the company’s stock, valued at approximately $4,566,000. Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Joel […]
Whittier Trust Co. Purchases 1,609 Shares of Vanguard Large-Cap ETF $VV
Whittier Trust Co. grew its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 4.5% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 37,130 shares of the company’s stock after purchasing an additional 1,609 shares during the period. Whittier Trust Co.’s holdings in Vanguard Large-Cap ETF were worth $11,482,000 at the […]
UniSuper Management Pty Ltd Sells 549,096 Shares of Kinder Morgan, Inc. $KMI
UniSuper Management Pty Ltd reduced its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 75.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 178,103 shares of the pipeline company’s stock after selling 549,096 shares during the period. UniSuper Management […]
Whittier Trust Co. of Nevada Inc. Buys 2,820 Shares of Murphy USA Inc. $MUSA
Whittier Trust Co. of Nevada Inc. lifted its position in Murphy USA Inc. (NYSE:MUSA – Free Report) by 61.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,396 shares of the specialty retailer’s stock after acquiring an additional 2,820 shares during the […]
Crane (NYSE:CR) Issues Earnings Results
Crane (NYSE:CR – Get Free Report) released its quarterly earnings results on Monday. The conglomerate reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.10, FiscalAI reports. The firm had revenue of $581.00 million for the quarter, compared to analysts’ expectations of $572.16 million. Crane had a return on […]
Americold Realty Trust Inc. $COLD Shares Purchased by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd grew its holdings in shares of Americold Realty Trust Inc. (NYSE:COLD – Free Report) by 78.4% in the 3rd quarter, Holdings Channel reports. The fund owned 395,854 shares of the company’s stock after acquiring an additional 173,975 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Americold Realty […]
Lorne Steinberg Wealth Management Inc. Boosts Holdings in Nutrien Ltd. $NTR
Lorne Steinberg Wealth Management Inc. boosted its holdings in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 12.6% in the third quarter, HoldingsChannel.com reports. The fund owned 106,996 shares of the company’s stock after buying an additional 11,975 shares during the quarter. Lorne Steinberg Wealth Management Inc.’s holdings in Nutrien were worth $6,282,000 at […]
Y Intercept Hong Kong Ltd Grows Holdings in Annaly Capital Management Inc $NLY
Y Intercept Hong Kong Ltd boosted its holdings in Annaly Capital Management Inc (NYSE:NLY – Free Report) by 92.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 190,909 shares of the real estate investment trust’s stock after purchasing an additional 91,648 shares during the […]
National Wealth Management Group LLC Invests $630,000 in Caterpillar Inc. $CAT
National Wealth Management Group LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,321 shares of the industrial products company’s stock, valued at approximately $630,000. Several other institutional […]
Hess Midstream Partners LP $HESM Shares Purchased by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd raised its position in shares of Hess Midstream Partners LP (NYSE:HESM – Free Report) by 427.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 129,799 shares of the company’s stock after acquiring an additional […]
Y Intercept Hong Kong Ltd Has $3.87 Million Stock Holdings in Nutrien Ltd. $NTR
Y Intercept Hong Kong Ltd lowered its position in Nutrien Ltd. (NYSE:NTR – Free Report) by 17.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 65,993 shares of the company’s stock after selling 13,901 shares during the quarter. Y Intercept Hong Kong Ltd’s […]
Mutual of America Capital Management LLC Reduces Holdings in Intuit Inc. $INTU
Mutual of America Capital Management LLC reduced its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 5.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,929 shares of the software maker’s stock after selling 1,892 shares during the quarter. […]
Waste Connections, Inc. $WCN Shares Sold by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. decreased its position in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 95,634 shares of the business services provider’s stock after selling 4,115 shares during the quarter. Resona […]
OneAscent Wealth Management LLC Buys Shares of 81,105 VanEck CLO ETF $CLOI
OneAscent Wealth Management LLC purchased a new position in VanEck CLO ETF (NYSEARCA:CLOI – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 81,105 shares of the company’s stock, valued at approximately $4,307,000. VanEck CLO ETF accounts for approximately […]
Nucor (NYSE:NUE) Announces Earnings Results
Nucor (NYSE:NUE – Get Free Report) issued its earnings results on Monday. The basic materials company reported $1.73 EPS for the quarter, missing the consensus estimate of $1.91 by ($0.18), Zacks reports. Nucor had a return on equity of 7.80% and a net margin of 5.18%.The business had revenue of $7.69 billion for the quarter, […]
3,590 Shares in Phillips 66 $PSX Acquired by National Wealth Management Group LLC
National Wealth Management Group LLC acquired a new stake in Phillips 66 (NYSE:PSX – Free Report) in the third quarter, according to its most recent filing with the SEC. The fund acquired 3,590 shares of the oil and gas company’s stock, valued at approximately $488,000. Several other institutional investors have also recently made changes to […]
485,055 Shares in Permian Resources Corporation $PR Bought by Whittier Trust Co.
Whittier Trust Co. acquired a new stake in shares of Permian Resources Corporation (NYSE:PR – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 485,055 shares of the company’s stock, valued at approximately $6,107,000. Whittier Trust Co. owned about 0.06% of Permian […]
Y Intercept Hong Kong Ltd Has $3.82 Million Stake in Lowe’s Companies, Inc. $LOW
Y Intercept Hong Kong Ltd lifted its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 63.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 15,211 shares of the home improvement retailer’s stock after purchasing an additional 5,921 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in Lowe’s Companies were […]
Y Intercept Hong Kong Ltd Has $4.24 Million Stake in Republic Services, Inc. $RSG
Y Intercept Hong Kong Ltd grew its stake in Republic Services, Inc. (NYSE:RSG – Free Report) by 1,026.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,454 shares of the business services provider’s stock after purchasing an additional 16,816 shares […]
Nasdaq, Inc. $NDAQ Shares Purchased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC grew its position in shares of Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 24.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 61,604 shares of the financial services provider’s stock after purchasing an additional 12,287 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Nasdaq were […]
Y Intercept Hong Kong Ltd Raises Stake in Atmus Filtration Technologies Inc. $ATMU
Y Intercept Hong Kong Ltd grew its stake in Atmus Filtration Technologies Inc. (NYSE:ATMU – Free Report) by 49.2% in the third quarter, Holdings Channel reports. The fund owned 87,051 shares of the company’s stock after purchasing an additional 28,721 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Atmus Filtration Technologies were […]
Fresh Del Monte Produce, Inc. $FDP Shares Bought by UniSuper Management Pty Ltd
UniSuper Management Pty Ltd raised its holdings in shares of Fresh Del Monte Produce, Inc. (NYSE:FDP – Free Report) by 33.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 123,632 shares of the company’s stock after buying an additional 30,912 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Fresh Del Monte Produce […]
Louisiana-Pacific Corporation $LPX Shares Acquired by UniSuper Management Pty Ltd
UniSuper Management Pty Ltd increased its stake in shares of Louisiana-Pacific Corporation (NYSE:LPX – Free Report) by 31.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,785 shares of the building manufacturing company’s stock after purchasing an additional 11,873 shares during the […]
UniSuper Management Pty Ltd Grows Stock Position in Agilent Technologies, Inc. $A
UniSuper Management Pty Ltd raised its position in Agilent Technologies, Inc. (NYSE:A – Free Report) by 26.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,822 shares of the medical research company’s stock after buying an additional 7,157 […]
National Wealth Management Group LLC Grows Stake in iShares Silver Trust $SLV
National Wealth Management Group LLC lifted its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 585.2% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 84,693 shares of the exchange traded fund’s stock after purchasing an additional 72,333 shares during the period. iShares […]
Baker Hughes Company $BKR is Monte Financial Group LLC’s 9th Largest Position
Monte Financial Group LLC boosted its stake in Baker Hughes Company (NASDAQ:BKR – Free Report) by 14.8% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 135,095 shares of the company’s stock after buying an additional 17,414 shares during the quarter. Baker Hughes makes […]
SkyWater Technology, Inc. $SKYT Shares Acquired by Perkins Capital Management Inc.
Perkins Capital Management Inc. boosted its position in SkyWater Technology, Inc. (NASDAQ:SKYT – Free Report) by 86.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 170,050 shares of the company’s stock after purchasing an additional 78,800 shares during the period. SkyWater Technology comprises 2.8% of Perkins […]
National Wealth Management Group LLC Takes $712,000 Position in NetApp, Inc. $NTAP
National Wealth Management Group LLC acquired a new stake in shares of NetApp, Inc. (NASDAQ:NTAP – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 6,007 shares of the data storage provider’s stock, valued at approximately $712,000. Other large investors have also made changes to their positions in the company. Ascent Group […]
UniSuper Management Pty Ltd Has $5.31 Million Stock Position in Cummins Inc. $CMI
UniSuper Management Pty Ltd grew its holdings in shares of Cummins Inc. (NYSE:CMI – Free Report) by 9.5% during the third quarter, Holdings Channel reports. The firm owned 12,561 shares of the company’s stock after purchasing an additional 1,085 shares during the period. UniSuper Management Pty Ltd’s holdings in Cummins were worth $5,305,000 as of […]
Y Intercept Hong Kong Ltd Takes $4.16 Million Position in Coterra Energy Inc. $CTRA
Y Intercept Hong Kong Ltd purchased a new stake in shares of Coterra Energy Inc. (NYSE:CTRA – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 175,698 shares of the company’s stock, valued at approximately $4,155,000. Other hedge funds have also bought and sold […]
Y Intercept Hong Kong Ltd Has $4 Million Stock Position in American Homes 4 Rent $AMH
Y Intercept Hong Kong Ltd trimmed its position in shares of American Homes 4 Rent (NYSE:AMH – Free Report) by 21.6% in the third quarter, Holdings Channel reports. The fund owned 120,340 shares of the real estate investment trust’s stock after selling 33,104 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in American […]
last updated on 27 Jan 07:51