| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jun 10, 2026 |
Hagerty Inc - Ordinary Shares - Class A
HGTY
|
Hold | Outperform | Outperform |
| Jun 10, 2026 |
Bread Financial Holdings Inc
BFH
|
Hold | Outperform | Outperform |
| Jun 10, 2026 |
Riot Platforms Inc
RIOT
|
Hold | Outperform | Outperform |
| Jun 09, 2026 |
AngloGold Ashanti Plc.
AU
|
Upgrade | Neutral | |
| Jun 08, 2026 |
TWFG Inc - Ordinary Shares - Class A
TWFG
|
Hold | Market Perform | Market Perform |
| Jun 08, 2026 |
Eastern Bankshares Inc.
EBC
|
Hold | Outperform | Outperform |
| Jun 08, 2026 |
Nano Labs Ltd - Ordinary Shares - Class A
NA
|
Hold | Outperform | Outperform |
| Jun 08, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Hold | Outperform | Outperform |
| Jun 05, 2026 |
HIVE Digital Technologies Ltd.
HIVE
|
Hold | Market Perform | Market Perform |
| Jun 05, 2026 |
UWM Holdings Corporation - Ordinary Shares - Class A
UWMC
|
Hold | Market Perform | Market Perform |
| Jun 03, 2026 |
Hartford Financial Services Group Inc.
HIG
|
Hold | Market Perform | Market Perform |
| May 26, 2026 |
Ryan Specialty Holdings Inc - Ordinary Shares Class A
RYAN
|
Hold | Outperform | Outperform |
| May 22, 2026 |
Toll Brothers Inc.
TOL
|
Hold | Market Perform | Market Perform |
| May 22, 2026 |
Hamilton Lane Inc - Ordinary Shares - Class A
HLNE
|
Hold | Outperform | Outperform |
| May 22, 2026 |
Progressive Corp.
PGR
|
Hold | Market Perform | Market Perform |
| May 20, 2026 |
Bitdeer Technologies Holding Co - Ordinary Shares - Class A
BTDR
|
Hold | Market Perform | Market Perform |
| Mar 13, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Upgrade | Outperform | |
| Feb 26, 2026 |
Root Inc - Ordinary Shares - Class A
ROOT
|
Hold | Outperform | Outperform |
| Feb 26, 2026 |
Blackstone Secured Lending Fund.
BXSL
|
Hold | Outperform | Outperform |
| Feb 24, 2026 |
JPMorgan Chase & Co.
JPM
|
Hold | Outperform | Outperform |
| Feb 24, 2026 |
Lemonade Inc
LMND
|
Hold | Underperform | Underperform |
| Feb 19, 2026 |
Neenah Inc
NP
|
Upgrade | Outperform | |
| Feb 12, 2026 |
Arch Capital Group Ltd
ACGL
|
Hold | Market Perform | Market Perform |
| Feb 10, 2026 |
Allstate Corp (The)
ALL
|
Hold | Outperform | Outperform |
| Feb 09, 2026 |
Dynatrace Inc
DT
|
Upgrade | Buy | |
| Feb 09, 2026 |
Chubb Limited
CB
|
Hold | Outperform | Outperform |
| Feb 09, 2026 |
Zillow Group Inc - Ordinary Shares - Class C
Z
|
Hold | Market Perform | Market Perform |
| Feb 05, 2026 |
T. Rowe Price Group Inc.
TROW
|
Hold | Market Perform | Market Perform |
| Feb 05, 2026 |
Evercore Inc - Ordinary Shares - Class A
EVR
|
Hold | Outperform | Outperform |
| Feb 05, 2026 |
Hartford Financial Services Group Inc.
HIG
|
Hold | Outperform | Outperform |
| Jan 29, 2026 |
Dynex Capital, Inc.
DX
|
Hold | Outperform | Outperform |
| Jan 29, 2026 |
QCR Holding, Inc.
QCRH
|
Hold | Outperform | Outperform |
| Jan 29, 2026 |
Provident Financial Services Inc
PFS
|
Hold | Outperform | Outperform |
| Jan 28, 2026 |
German American Bancorp Inc
GABC
|
Hold | Market Perform | Market Perform |
| Jan 28, 2026 |
Popular Inc.
BPOP
|
Hold | Outperform | Outperform |
| Jan 27, 2026 |
D.R. Horton Inc.
DHI
|
Hold | Reduce | Reduce |
| Jan 26, 2026 |
Glacier Bancorp, Inc.
GBCI
|
Hold | Underperform | Underperform |
| Jan 21, 2026 |
U.S. Bancorp.
USB
|
Hold | Market Perform | Market Perform |
| Jan 21, 2026 |
Hancock Whitney Corp.
HWC
|
Hold | Market Perform | Market Perform |
| Jan 21, 2026 |
Mercantile Bank Corp.
MBWM
|
Hold | Outperform | Outperform |
| Jan 21, 2026 |
BOK Financial Corp.
BOKF
|
Hold | Market Perform | Market Perform |
| Jan 20, 2026 |
PNC Financial Services Group Inc
PNC
|
Hold | Market Perform | Market Perform |
| Jan 20, 2026 |
WaFd Inc
WAFD
|
Hold | Market Perform | Market Perform |
| Jan 20, 2026 |
Westamerica Bancorporation
WABC
|
Hold | Market Perform | Market Perform |
| Jan 16, 2026 |
First Horizon Corporation
FHN
|
Hold | Market Perform | Market Perform |
| Jan 16, 2026 |
Goldman Sachs Group, Inc.
GS
|
Hold | Market Perform | Market Perform |
| Jan 14, 2026 |
BlackRock New York Municipal Income Trust
BNY
|
Hold | Outperform | Outperform |
| Jan 14, 2026 |
Bank Of New York Mellon Corp
BK
|
Hold | Outperform | Outperform |
| Jan 14, 2026 |
Unity Bancorp, Inc.
UNTY
|
Hold | Outperform | Outperform |
| Jan 09, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Hold | Market Perform | Market Perform |