| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Sep 10, 2026 |
Simmons First National Corp. - Ordinary Shares - Class A
SFNC
|
Upgrade | Market Perform | Outperform |
| Sep 03, 2026 |
Principal Financial Group Inc - Registered Shares
PFG
|
Hold | Market Perform | Market Perform |
| Sep 02, 2026 |
Interactive Brokers Group Inc - Ordinary Shares - Class A
IBKR
|
Hold | Market Perform | Market Perform |
| Aug 26, 2026 |
Ncino Inc.
NCNO
|
Hold | Outperform | Outperform |
| Aug 26, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Zions Bancorporation N.A
ZION
|
Hold | Market Perform | Market Perform |
| Aug 25, 2026 |
Nutanix Inc - Ordinary Shares - Class A
NTNX
|
Hold | Market Perform | Market Perform |
| Aug 20, 2026 |
Progressive Corp.
PGR
|
Upgrade | Market Perform | Outperform |
| Aug 17, 2026 |
Crescent Capital BDC Inc
CCAP
|
Downgrade | Outperform | Market Perform |
| Aug 17, 2026 |
Nayax Ltd
NYAX
|
Upgrade | Market Perform | Outperform |
| Aug 17, 2026 |
Columbia Financial, Inc
CLBK
|
Initialise | Outperform | |
| Aug 17, 2026 |
Bain Capital Specialty Finance Inc
BCSF
|
Downgrade | Outperform | Market Perform |
| Aug 13, 2026 |
Marex Group Plc
MRX
|
Hold | Outperform | Outperform |
| Aug 10, 2026 |
Palomar Holdings Inc
PLMR
|
Hold | Outperform | Outperform |
| Jul 28, 2026 |
RLI Corp.
RLI
|
Hold | Outperform | Outperform |
| Jul 27, 2026 |
RenaissanceRe Holdings Ltd
RNR
|
Hold | Market Perform | Market Perform |
| Jul 21, 2026 |
W.R. Berkley Corp.
WRB
|
Hold | Market Perform | Market Perform |
| Jul 21, 2026 |
Zions Bancorporation N.A
ZION
|
Hold | Market Perform | Market Perform |
| Jul 21, 2026 |
Dynex Capital, Inc.
DX
|
Hold | Outperform | Outperform |
| Jul 14, 2026 |
FB Financial Corp
FBK
|
Hold | Outperform | Outperform |
| Jun 25, 2026 |
UWM Holdings Corporation - Ordinary Shares - Class A
UWMC
|
Upgrade | Market Perform | Outperform |
| Jun 24, 2026 |
Ncino Inc.
NCNO
|
Hold | Outperform | Outperform |
| Jun 22, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
Hold | Market Perform | Market Perform |
| Jun 18, 2026 |
CME Group Inc - Ordinary Shares - Class A
CME
|
Upgrade | Underperform | Outperform |
| Jun 10, 2026 |
Riot Platforms Inc
RIOT
|
Hold | Outperform | Outperform |
| 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 09, 2026 |
AngloGold Ashanti Plc.
AU
|
Upgrade | Neutral | |
| Jun 08, 2026 |
Nano Labs Ltd - Ordinary Shares - Class A
NA
|
Hold | Outperform | Outperform |
| Jun 08, 2026 |
TWFG Inc - Ordinary Shares - Class A
TWFG
|
Hold | Market Perform | Market Perform |
| Jun 08, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Hold | Outperform | Outperform |
| Jun 08, 2026 |
Eastern Bankshares Inc.
EBC
|
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 |
Progressive Corp.
PGR
|
Hold | Market Perform | Market Perform |
| 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 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 |
Blackstone Secured Lending Fund.
BXSL
|
Hold | Outperform | Outperform |
| Feb 26, 2026 |
Root Inc - Ordinary Shares - Class A
ROOT
|
Hold | Outperform | Outperform |
| Feb 24, 2026 |
Lemonade Inc
LMND
|
Hold | Underperform | Underperform |
| Feb 24, 2026 |
JPMorgan Chase & Co.
JPM
|
Hold | Outperform | Outperform |
| 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 |
Zillow Group Inc - Ordinary Shares - Class C
Z
|
Hold | Market Perform | Market Perform |
| Feb 09, 2026 |
Dynatrace Inc
DT
|
Upgrade | Buy |