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5%+ stakes

Finance Insurance and Real Estate, latest filing in February 2026

34 companies with 5%+ holders, every filing linked: Alico, Inc., Ashford Hospitality Trust, Inc., Capital Properties, Inc., City Office Reit, Inc., Coastal Carolina Bancshares, Inc., Community Heritage Financial, Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

34 companies with 5%+ holders on this page (Finance Insurance and Real Estate, latest filing in February 2026), each linked to its filing, starting with Alico, Inc., Ashford Hospitality Trust, Inc., Capital Properties, Inc.. Free check on any of them: https://mentionfox.com/check

On this page

Alico, Inc.

At 5% or more3
Filings5
Latest filing2026-02-05

Alico, Inc. has 5 Schedule 13D or 13G filings on record since 2025-07-16. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Gate City Capital Management, LLC16.5%1,258,179SCHEDULE 13G/A, 2025-11-142025-09-30
Thomas A. Satterfield, Jr.6.4%486,836SCHEDULE 13G/A, 2026-02-052025-12-31
BlackRock, Inc.5.3%406,373SCHEDULE 13G/A, 2025-07-162025-06-30
Dimensional Fund Advisors LP4.6%353,191SCHEDULE 13G/A, 2025-10-092025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Gate City Capital Management, LLC1,258,17901,258,1790SCHEDULE 13G/A, 2025-11-14
Michael Melby1,258,17901,258,1790SCHEDULE 13G/A, 2025-11-14
Thomas A. Satterfield, Jr.45,836441,00045,836441,000SCHEDULE 13G/A, 2026-02-05
Dimensional Fund Advisors LP343,5140353,1910SCHEDULE 13G/A, 2025-10-09

The latest filing names Alico, Inc., with its principal executive office as 10070 Daniels Interstate Court, Suite 200, Fort Myers, FL 33913 (SCHEDULE 13G/A, 2026-02-05).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.5.3%SCHEDULE 13G/A
2025-08-14Gate City Capital Management, LLC14.7%SCHEDULE 13G/A
2025-10-09Dimensional Fund Advisors LP4.6%SCHEDULE 13G/A
2025-11-14Gate City Capital Management, LLC16.5%SCHEDULE 13G/A
2026-02-05Thomas A. Satterfield, Jr.6.4%SCHEDULE 13G/A

Ashford Hospitality Trust, Inc.

At 5% or more1
Filings1
Latest filing2026-02-17

Ashford Hospitality Trust, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-17. 1 holder's latest filing reports 5% or more of common stock, $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
CastleKnight Master Fund LP6.4%410,894SCHEDULE 13G/A, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
CastleKnight Master Fund LP0410,8940410,894SCHEDULE 13G/A, 2026-02-17
CastleKnight Fund GP LLC0410,8940410,894SCHEDULE 13G/A, 2026-02-17
CastleKnight Management LP0410,8940410,894SCHEDULE 13G/A, 2026-02-17
CastleKnight Management GP LLC0410,8940410,894SCHEDULE 13G/A, 2026-02-17
Weitman Capital LLC0410,8940410,894SCHEDULE 13G/A, 2026-02-17
Aaron Weitman0410,8940410,894SCHEDULE 13G/A, 2026-02-17

The latest filing names Ashford Hospitality Trust, Inc., with its principal executive office as 14185 Dallas Parkway, Suite 1200, Dallas, TX 75254 (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2026-02-17CastleKnight Master Fund LP6.4%SCHEDULE 13G/A

Capital Properties, Inc.

At 5% or more1
Filings2
Latest filing2026-02-10

Capital Properties, Inc. has 2 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of class a common stock, $.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Carl K. Oppenheimer5.27%348,043SCHEDULE 13G, 2026-02-102025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
P. Oppenheimer Investment Parternship, LP292,9670292,9670SCHEDULE 13G, 2026-02-10
Oppenheimer-Close Investment Partnership, LP5,09105,0910SCHEDULE 13G, 2026-02-10
Oppenheimer + Close, LLC21,180021,1800SCHEDULE 13G, 2026-02-10
Oppvest, LLC298,0580298,0580SCHEDULE 13G, 2026-02-10
Carl K. Oppenheimer319,2380319,2380SCHEDULE 13G, 2026-02-10

The latest filing names Capital Properties, Inc., with its principal executive office as 5 Steeple Street, Unit 303, Providence, RI 02903 (SCHEDULE 13G, 2026-02-10).

FiledHolderPercentFiling
2025-11-14Carl K. Oppenheimer5.27%SCHEDULE 13G
2026-02-10Carl K. Oppenheimer5.27%SCHEDULE 13G

City Office Reit, Inc.

At 5% or more2
Filings2
Latest filing2026-02-17

City Office Reit, Inc. has 2 Schedule 13D or 13G filings on record since 2025-10-23. 2 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Newtyn Management, LLC6.9%2,800,000SCHEDULE 13G/A, 2026-02-172025-12-31
Glazer Capital, LLC5.98%2,412,926SCHEDULE 13G, 2025-10-232025-09-25
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Newtyn Management, LLC2,800,00002,800,0000SCHEDULE 13G/A, 2026-02-17
Newtyn Te Partners, LP1,758,40001,758,4000SCHEDULE 13G/A, 2026-02-17
Glazer Capital, LLC02,412,92602,412,926SCHEDULE 13G, 2025-10-23
Paul J. Glazer02,412,92602,412,926SCHEDULE 13G, 2025-10-23

The latest filing names City Office Reit, Inc., with its principal executive office as 666 Burrard Street Suite 3210 Vancouver, Vancouver (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2025-10-23Glazer Capital, LLC5.98%SCHEDULE 13G
2026-02-17Newtyn Management, LLC6.9%SCHEDULE 13G/A

Coastal Carolina Bancshares, Inc.

At 5% or more1
Filings1
Latest filing2026-02-13

Coastal Carolina Bancshares, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-13. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Banc Fund X L.P.6.2%466,771SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Banc Fund IX L.P.0000SCHEDULE 13G/A, 2026-02-13
Banc Fund X L.P.466,7710466,7710SCHEDULE 13G/A, 2026-02-13
TBFC Financial Technologies Fund L.P.0000SCHEDULE 13G/A, 2026-02-13
Banc Funds Co LLC0000SCHEDULE 13G/A, 2026-02-13

The latest filing names Coastal Carolina Bancshares, Inc., with its principal executive office as 1012 38TH AVENUE NORTH, MYRTLE BEACH, SC 29577 (SCHEDULE 13G/A, 2026-02-13).

FiledHolderPercentFiling
2026-02-13Banc Fund X L.P.6.2%SCHEDULE 13G/A

Community Heritage Financial, Inc.

At 5% or more1
Filings3
Latest filing2026-02-17

Community Heritage Financial, Inc. has 3 Schedule 13D or 13G filings on record since 2025-08-14. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC9.56%279,949SCHEDULE 13G/A, 2025-11-142025-09-30
Banc Fund X L.P.3.3%95,982SCHEDULE 13G/A, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0279,9490279,949SCHEDULE 13G/A, 2025-11-14
Fourthstone Master Opportunity Fund Ltd0215,0140215,014SCHEDULE 13G/A, 2025-11-14
Fourthstone GP LLC064,935064,935SCHEDULE 13G/A, 2025-11-14
Fourthstone QP Opportunity Fund LP057,429057,429SCHEDULE 13G/A, 2025-11-14
Fourthstone Small-Cap Financials Fund LP07,50607,506SCHEDULE 13G/A, 2025-11-14
L. Phillip Stone, IV0279,9490279,949SCHEDULE 13G/A, 2025-11-14
Banc Fund IX L.P.0000SCHEDULE 13G/A, 2026-02-17
Banc Fund X L.P.95,982095,9820SCHEDULE 13G/A, 2026-02-17
TBFC Financial Technologies Fund L.P.0000SCHEDULE 13G/A, 2026-02-17
Banc Funds Co LLC0000SCHEDULE 13G/A, 2026-02-17

The latest filing names Community Heritage Financial, Inc., with its principal executive office as 24 WEST MAIN STREET, MIDDLETOWN, MD 21769 (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2025-08-14Fourthstone LLC8.43%SCHEDULE 13G/A
2025-11-14Fourthstone LLC9.56%SCHEDULE 13G/A
2026-02-17Banc Fund X L.P.3.3%SCHEDULE 13G/A

Eason Technology Ltd

At 5% or more2
Filings2
Latest filing2026-02-27

Eason Technology Ltd has 2 Schedule 13D or 13G filings on record since 2026-02-27. 2 holders' latest filing reports 5% or more of class a ordinary shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Streeterville Capital LLC9.9%17,390,347,825SCHEDULE 13G/A, 2026-02-272026-02-27
Bucktown Capital LLC9.9%17,390,347,825SCHEDULE 13G, 2026-02-272026-02-27
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Streeterville Capital LLC17,390,347,825017,390,347,8250SCHEDULE 13G/A, 2026-02-27
Streeterville Management, LLC17,390,347,825017,390,347,8250SCHEDULE 13G/A, 2026-02-27
John M Fife17,390,347,825017,390,347,8250SCHEDULE 13G/A, 2026-02-27
Bucktown Capital LLC17,390,347,825017,390,347,8250SCHEDULE 13G, 2026-02-27
Fife Trading, Inc.17,390,347,825017,390,347,8250SCHEDULE 13G, 2026-02-27
John M Fife17,390,347,825017,390,347,8250SCHEDULE 13G, 2026-02-27

The latest filing names Eason Technology Ltd, with its principal executive office as 27TH FLOOR, LIANFA INTERNATIONAL BLDG., 128 XUDONG ROAD, WUCHANG DISTRICT, WUHAN CITY, HUBEI PROVINCE (SCHEDULE 13G/A, 2026-02-27).

FiledHolderPercentFiling
2026-02-27Streeterville Capital LLC9.9%SCHEDULE 13G/A
2026-02-27Bucktown Capital LLC9.9%SCHEDULE 13G

Exodus Movement, Inc.

At 5% or more1
Filings2
Latest filing2026-02-13

Exodus Movement, Inc. has 2 Schedule 13D or 13G filings on record since 2025-08-08. 1 holder's latest filing reports 5% or more of class a common stock, par value $0.000001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: about 77 jobs, latest 2026-07-17 (layoff filings and notices).

HolderPercentSharesLatestEvent date
FTX Recovery Trust18.4%1,823,486SCHEDULE 13G, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
FTX Recovery Trust1,823,48601,823,4860SCHEDULE 13G, 2026-02-13

The latest filing names Exodus Movement, Inc., with its principal executive office as 15418 Weir Street, #333, Omaha, NE 68137 (SCHEDULE 13G, 2026-02-13).

FiledHolderPercentFiling
2025-08-08FTX Recovery Trust21.6%SCHEDULE 13D
2026-02-13FTX Recovery Trust18.4%SCHEDULE 13G

First Real Estate Investment Trust Of New Jersey

At 5% or more3
Filings3
Latest filing2026-02-10

First Real Estate Investment Trust Of New Jersey has 3 Schedule 13D or 13G filings on record since 2026-01-28. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Ronald J. Artinian7.3%543,030SCHEDULE 13G/A, 2026-01-282025-12-31
David B. Hekemian6.8%509,034SCHEDULE 13G/A, 2026-02-102025-12-31
Robert S. Hekemian, Jr.5.5%413,401SCHEDULE 13G/A, 2026-02-102025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Ronald J. Artinian543,0300543,0300SCHEDULE 13G/A, 2026-01-28
David B. Hekemian216,152213,662216,152213,662SCHEDULE 13G/A, 2026-02-10
Robert S. Hekemian, Jr.230,389147,316230,389147,316SCHEDULE 13G/A, 2026-02-10

The latest filing names First Real Estate Investment Trust Of New Jersey, with its principal executive office as 505 Main Street, Hackensack, NJ 07601 (SCHEDULE 13G/A, 2026-02-10).

FiledHolderPercentFiling
2026-01-28Ronald J. Artinian7.3%SCHEDULE 13G/A
2026-02-10Robert S. Hekemian, Jr.5.5%SCHEDULE 13G/A
2026-02-10David B. Hekemian6.8%SCHEDULE 13G/A

First Reliance Bancshares Inc

At 5% or more1
Filings2
Latest filing2026-02-17

First Reliance Bancshares Inc has 2 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
AllianceBernstein L.P.10.8%873,160SCHEDULE 13G, 2025-11-142025-09-30
Banc Fund X L.P.4.5%350,913SCHEDULE 13G/A, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.873,1600873,1600SCHEDULE 13G, 2025-11-14
Banc Fund IX L.P.0000SCHEDULE 13G/A, 2026-02-17
Banc Fund X L.P.350,9130350,9130SCHEDULE 13G/A, 2026-02-17
TBFC Financial Technologies Fund L.P.0000SCHEDULE 13G/A, 2026-02-17
Banc Funds Co LLC0000SCHEDULE 13G/A, 2026-02-17

The latest filing names First Reliance Bancshares Inc, with its principal executive office as 2170 W PALMETTO ST, FLORENCE, SC 29501 (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2025-11-14AllianceBernstein L.P.10.8%SCHEDULE 13G
2026-02-17Banc Fund X L.P.4.5%SCHEDULE 13G/A

Foreign Trade Bank Of Latin America, Inc.

At 5% or more2
Filings6
Latest filing2026-02-12

Foreign Trade Bank Of Latin America, Inc. has 6 Schedule 13D or 13G filings on record since 2025-07-16. 2 holders' latest filing reports 5% or more of e shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Brandes Investment Partners, LP6.9%1,983,761SCHEDULE 13G/A, 2026-02-122025-12-31
BlackRock, Inc.5.6%1,646,829SCHEDULE 13G, 2026-01-212025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Brandes Investment Partners, LP01,983,54701,983,761SCHEDULE 13G/A, 2026-02-12
BlackRock, Inc.1,618,61901,646,8290SCHEDULE 13G, 2026-01-21

The latest filing names Foreign Trade Bank Of Latin America, Inc., with its principal executive office as Calle 50 y Aquilino de la Guar, Apartado 6-1497 El Dorado, PANAMA CITY (SCHEDULE 13G/A, 2026-02-12).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.5.9%SCHEDULE 13G/A
2025-08-01Brandes Investment Partners, LP11%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.4.6%SCHEDULE 13G/A
2025-11-12Brandes Investment Partners, LP9.2%SCHEDULE 13G/A
2026-01-21BlackRock, Inc.5.6%SCHEDULE 13G
2026-02-12Brandes Investment Partners, LP6.9%SCHEDULE 13G/A

Grand River Commerce, Inc.

At 5% or more1
Filings1
Latest filing2026-02-13

Grand River Commerce, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-13. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Banc Fund X L.P.5.1%357,400SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Banc Fund IX L.P.0000SCHEDULE 13G/A, 2026-02-13
Banc Fund X L.P.357,4000357,4000SCHEDULE 13G/A, 2026-02-13
TBFC Financial Technologies Fund L.P.0000SCHEDULE 13G/A, 2026-02-13
Banc Funds Co LLC0000SCHEDULE 13G/A, 2026-02-13

The latest filing names Grand River Commerce, Inc., with its principal executive office as 4471 WILSON AVENUE, GRANDVILLE, MI 49418 (SCHEDULE 13G/A, 2026-02-13).

FiledHolderPercentFiling
2026-02-13Banc Fund X L.P.5.1%SCHEDULE 13G/A

Hennessy Advisors, Inc.

At 5% or more1
Filings1
Latest filing2026-02-03

Hennessy Advisors, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-03. 1 holder's latest filing reports 5% or more of common stock, no par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Seaport Global Asset Management LLC5.2%409,015SCHEDULE 13G, 2026-02-032025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Seaport Global Asset Management LLC0409,0150409,015SCHEDULE 13G, 2026-02-03
Stephen C. Smith0409,0150409,015SCHEDULE 13G, 2026-02-03

The latest filing names Hennessy Advisors, Inc., with its principal executive office as 7250 Redwood Boulevard, Suite 200, Novato, CA 94945 (SCHEDULE 13G, 2026-02-03).

The information set forth on Row 11 of the cover pages to this Schedule 13G is incorporated herein by reference. The percentages are calculated based upon 7,891,917 shares of Common Stock issued and outstanding as of December 8, 2025, as reported in the Issuer's Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on December 10, 2025.Seaport Global Asset Management LLC, SCHEDULE 13G, 2026-02-03
FiledHolderPercentFiling
2026-02-03Seaport Global Asset Management LLC5.2%SCHEDULE 13G

Home Bancorp, Inc.

At 5% or more1
Filings2
Latest filing2026-02-13

Home Bancorp, Inc. has 2 Schedule 13D or 13G filings on record since 2025-08-13. 1 holder's latest filing reports 5% or more of common stock, par value $.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Home Bancorp, Inc. Employee Stock Ownership Plan6.4%497,657SCHEDULE 13G/A, 2026-02-132025-12-31
Martin Friedman0.39%30,731SCHEDULE 13G/A, 2025-08-132025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Home Bancorp, Inc. Employee Stock Ownership Plan0497,6570497,657SCHEDULE 13G/A, 2026-02-13
FJ Capital Management LLC—24,269—24,269SCHEDULE 13G/A, 2025-08-13
Financial Opportunity Fund LLC—22,915—22,915SCHEDULE 13G/A, 2025-08-13
Financial Opportunity Long/Short Fund LLC—1,354—1,354SCHEDULE 13G/A, 2025-08-13
Martin Friedman6,46224,2696,46224,269SCHEDULE 13G/A, 2025-08-13

The latest filing names Home Bancorp, Inc., with its principal executive office as 503 Kaliste Saloom Road, Lafayette, LA 70508 (SCHEDULE 13G/A, 2026-02-13).

FiledHolderPercentFiling
2025-08-13Martin Friedman0.39%SCHEDULE 13G/A
2026-02-13Home Bancorp, Inc. Employee Stock Ownership Plan6.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 19, 2026Leadership change: John W. Bordelon departs, Chief Executive Officer, and 1 more—Leadership changesSource
June 26, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Lion Group Holding Ltd

At 5% or more2
Filings2
Latest filing2026-02-17

Lion Group Holding Ltd has 2 Schedule 13D or 13G filings on record since 2025-07-09. 2 holders' latest filing reports 5% or more of class a ordinary shares represented by american depositary shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
ATW Opportunities Master Fund, L.P.9.9%277,558SCHEDULE 13G, 2025-07-092025-07-02
Marex Financial7.8%34,751SCHEDULE 13G, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
ATW Opportunities Master Fund, L.P.0277,5580277,558SCHEDULE 13G, 2025-07-09
ATW Opportunities Master Fund II, LP0277,5580277,558SCHEDULE 13G, 2025-07-09
ATW Master Fund V LP0277,5580277,558SCHEDULE 13G, 2025-07-09
ATW Partners Opportunities Management, LLC0277,5580277,558SCHEDULE 13G, 2025-07-09
Kerry Propper0277,5580277,558SCHEDULE 13G, 2025-07-09
Antonio Ruiz-Gimenez0277,5580277,558SCHEDULE 13G, 2025-07-09
Marex Financial34,751034,7510SCHEDULE 13G, 2026-02-17
Marex Group plc34,751034,7510SCHEDULE 13G, 2026-02-17

The latest filing names Lion Group Holding Ltd, with its principal executive office as 10 UBI CRESCENT, #06-51 (OFFICE 12), UBI TECHPARK, LOBBY C, SINGAPORE (SCHEDULE 13G, 2026-02-17).

FiledHolderPercentFiling
2025-07-09ATW Opportunities Master Fund, L.P.9.9%SCHEDULE 13G
2026-02-17Marex Financial7.8%SCHEDULE 13G

M3-Brigade Acquisition Vi Corp

At 5% or more2
Filings2
Latest filing2026-02-12

M3-Brigade Acquisition Vi Corp has 2 Schedule 13D or 13G filings on record since 2025-11-12. 2 holders' latest filing reports 5% or more of class a ordinary shares, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
M3-Brigade Sponsor VI LLC20%8,625,000SCHEDULE 13G, 2025-11-122025-09-30
The Goldman Sachs Group, Inc.6%2,080,501SCHEDULE 13G, 2026-02-122025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
M3-Brigade Sponsor VI LLC8,625,00008,625,0000SCHEDULE 13G, 2025-11-12
M3-Brigade Acquisition Partners VI Corp.8,625,00008,625,0000SCHEDULE 13G, 2025-11-12
Mohsin Y. Meghji8,625,00008,625,0000SCHEDULE 13G, 2025-11-12
The Goldman Sachs Group, Inc.02,080,50102,080,501SCHEDULE 13G, 2026-02-12
Goldman Sachs & Co. LLC02,080,50102,080,501SCHEDULE 13G, 2026-02-12

The latest filing names M3-Brigade Acquisition Vi Corp, with its principal executive office as 1700 BROADWAY, 19TH FLOOR, NEW YORK CITY (SCHEDULE 13G, 2026-02-12).

FiledHolderPercentFiling
2025-11-12M3-Brigade Sponsor VI LLC20%SCHEDULE 13G
2026-02-12The Goldman Sachs Group, Inc.6%SCHEDULE 13G
DateRecordFigureOur pageSource
August 27, 2025IPO filing, Form 424B4—IPO filingsSource
August 19, 2025IPO filing, Form S-1/A—IPO filingsSource
August 18, 2025IPO filing, Form S-1/A—IPO filingsSource
August 4, 2025IPO filing, Form S-1—IPO filingsSource

Magyar Bancorp, Inc.

At 5% or more1
Filings3
Latest filing2026-02-09

Magyar Bancorp, Inc. has 3 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Magyar Bank Employee Stock Ownership Plan Trust6.9%445,300SCHEDULE 13G/A, 2026-02-092025-12-31
Jason A. Stock4.51%291,954SCHEDULE 13G/A, 2026-02-042025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Magyar Bank Employee Stock Ownership Plan Trust253,602191,698366,20479,096SCHEDULE 13G/A, 2026-02-09
M3 Funds, LLC0280,3500280,350SCHEDULE 13G/A, 2026-02-04
M3 Partners, LP0280,3500280,350SCHEDULE 13G/A, 2026-02-04
M3F, Inc.0280,3500280,350SCHEDULE 13G/A, 2026-02-04
Jason A. Stock11,604280,35011,604280,350SCHEDULE 13G/A, 2026-02-04
William C. Waller5,850280,3505,850280,350SCHEDULE 13G/A, 2026-02-04

The latest filing names Magyar Bancorp, Inc., with its principal executive office as 400 Somerset Street, New Brunswick, NJ 08901 (SCHEDULE 13G/A, 2026-02-09).

FiledHolderPercentFiling
2025-11-14Jason A. Stock5.31%SCHEDULE 13G/A
2026-02-04Jason A. Stock4.51%SCHEDULE 13G/A
2026-02-09Magyar Bank Employee Stock Ownership Plan Trust6.9%SCHEDULE 13G/A

Mercer Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2026-02-06

Mercer Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-06. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Mercer Savings Bank Employee Stock Ownership Plan Trust7.9%81,496SCHEDULE 13G/A, 2026-02-062025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mercer Savings Bank Employee Stock Ownership Plan Trust65,47016,02681,4960SCHEDULE 13G/A, 2026-02-06

The latest filing names Mercer Bancorp, Inc., with its principal executive office as 1100 Irmscher Boulevard, Celina, OH 45822 (SCHEDULE 13G/A, 2026-02-06).

FiledHolderPercentFiling
2026-02-06Mercer Savings Bank Employee Stock Ownership Plan Trust7.9%SCHEDULE 13G/A

Middlefield Banc Corp.

At 5% or more1
Filings2
Latest filing2026-02-04

Middlefield Banc Corp. has 2 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock, no par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
The Vanguard Group5.14%416,051SCHEDULE 13G, 2025-07-292025-06-30
Castle Creek Capital Partners VI, LP3.9%312,847SCHEDULE 13D/A, 2026-02-042026-01-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
The Vanguard Group03,041410,1465,905SCHEDULE 13G, 2025-07-29
Castle Creek Capital Partners VI, LP0312,8470312,847SCHEDULE 13D/A, 2026-02-04
Castle Creek Capital VI LLC0312,8470312,847SCHEDULE 13D/A, 2026-02-04

The latest filing identifies Middlefield Banc Corp. by CUSIP 596304204 and gives its principal executive office as 15985 East High Street, Middlefield, OH 44062 (SCHEDULE 13D/A, 2026-02-04).

Item 3 of the Schedule 13D is hereby amended and supplemented by adding the following: Between December 12, 2025 and February 2, 2026 (inclusive), Castle Creek Capital Partners VI, LP ("Fund VI") sold an aggregate of 247,653 shares of Voting Common Stock for proceeds of $8,546,310.15, which represents an amount net of commissions and fees, in various open-market transactions. Following such transactions, Fund VI owns 312,847 shares of Voting Common Stock.Castle Creek Capital Partners VI, LP, SCHEDULE 13D/A, 2026-02-04
FiledHolderPercentFiling
2025-07-29The Vanguard Group5.14%SCHEDULE 13G
2026-02-04Castle Creek Capital Partners VI, LP3.9%SCHEDULE 13D/A

Monroe Federal Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2026-02-17

Monroe Federal Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-17. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Monroe Federal Savings & Loan Association Employee Stock Ownership Plan Trust6.8%36,851SCHEDULE 13G/A, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Monroe Federal Savings & Loan Association Employee Stock Ownership Plan Trust33,1663,68536,8510SCHEDULE 13G/A, 2026-02-17

The latest filing names Monroe Federal Bancorp, Inc., with its principal executive office as 24 East Main Street, Tipp City, OH 45371 (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2026-02-17Monroe Federal Savings & Loan Association Employee Stock Ownership Plan Trust6.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 28, 2026Leadership change: Lewis R. Renollet departs, President and Chief Executive Officer—Leadership changesSource

Ohio Valley Banc Corp

At 5% or more1
Filings1
Latest filing2026-02-12

Ohio Valley Banc Corp has 1 Schedule 13D or 13G filing on record since 2026-02-12. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
OHIO VALLEY BANK Co7.5%356,327SCHEDULE 13G/A, 2026-02-122025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
OHIO VALLEY BANK Co23,758—23,758332,569SCHEDULE 13G/A, 2026-02-12

The latest filing names Ohio Valley Banc Corp, with its principal executive office as 420 THIRD AVENUE, GALLIPOLIS, OH 45631 (SCHEDULE 13G/A, 2026-02-12).

FiledHolderPercentFiling
2026-02-12OHIO VALLEY BANK Co7.5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 15, 2026Leadership change: Ryan J. Jones appointed, Director—Leadership changesSource

Oregon Pacific Bancorp

At 5% or more1
Filings1
Latest filing2026-02-17

Oregon Pacific Bancorp has 1 Schedule 13D or 13G filing on record since 2026-02-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Banc Fund X L.P.5%361,932SCHEDULE 13G/A, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Banc Fund IX L.P.0000SCHEDULE 13G/A, 2026-02-17
Banc Fund X L.P.361,9320361,9320SCHEDULE 13G/A, 2026-02-17
TBFC Financial Technologies Fund L.P.0000SCHEDULE 13G/A, 2026-02-17
Banc Funds Co LLC0000SCHEDULE 13G/A, 2026-02-17

The latest filing names Oregon Pacific Bancorp, with its principal executive office as P O BOX 22000, FLORENCE, OR 97439 (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2026-02-17Banc Fund X L.P.5%SCHEDULE 13G/A

Pb Bankshares Inc

At 5% or more1
Filings3
Latest filing2026-02-17

Pb Bankshares Inc has 3 Schedule 13D or 13G filings on record since 2025-07-24. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Steven R Gerbel5.71%145,751SCHEDULE 13G, 2025-09-032025-08-25
Jacobs Asset Management, LLC0%0SCHEDULE 13G/A, 2026-02-172026-01-06
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Steven R Gerbel0145,7510145,751SCHEDULE 13G, 2025-09-03
Jacobs Asset Management, LLC0000SCHEDULE 13G/A, 2026-02-17
JAM Partners, LP0000SCHEDULE 13G/A, 2026-02-17
JAM Managers, LLC0000SCHEDULE 13G/A, 2026-02-17
Sy Jacobs0000SCHEDULE 13G/A, 2026-02-17

The latest filing names Pb Bankshares Inc, with its principal executive office as 185 East Lincoln Highway, Coatesville, PA 19320 (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2025-07-24Jacobs Asset Management, LLC6.18%SCHEDULE 13G
2025-09-03Steven R Gerbel5.71%SCHEDULE 13G
2026-02-17Jacobs Asset Management, LLC0%SCHEDULE 13G/A

PHP Ventures Acquisition Corp.

At 5% or more1
Filings4
Latest filing2026-02-13

PHP Ventures Acquisition Corp. has 4 Schedule 13D or 13G filings on record since 2025-08-14. 1 holder's latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Meteora Capital, LLC6.3%73,051SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meteora Capital, LLC073,051073,051SCHEDULE 13G/A, 2026-02-13

The latest filing names PHP Ventures Acquisition Corp., with its principal executive office as 10 East 53rd St., Suite 3001, New York, NY 10022 (SCHEDULE 13G/A, 2026-02-13).

FiledHolderPercentFiling
2025-08-14Meteora Capital, LLC6.3%SCHEDULE 13G/A
2025-08-14Meteora Capital, LLC6.3%SCHEDULE 13G/A
2025-11-14Meteora Capital, LLC6.3%SCHEDULE 13G/A
2026-02-13Meteora Capital, LLC6.3%SCHEDULE 13G/A

Pinnacle Financial Partners Inc

At 5% or more1
Filings1
Latest filing2026-02-13

Pinnacle Financial Partners Inc has 1 Schedule 13D or 13G filing on record since 2026-02-13. 1 holder's latest filing reports 5% or more of common stock, par value $1.00. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
AQR Capital Management, LLC6.87%5,330,170SCHEDULE 13G, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AQR Capital Management, LLC05,330,17005,330,170SCHEDULE 13G, 2026-02-13
AQR Capital Management Holdings, LLC05,330,17005,330,170SCHEDULE 13G, 2026-02-13

The latest filing names Pinnacle Financial Partners Inc, with its principal executive office as 21 PLATFORM WAY SOUTH, NASHVILLE, TN 37203 (SCHEDULE 13G, 2026-02-13).

FiledHolderPercentFiling
2026-02-13AQR Capital Management, LLC6.87%SCHEDULE 13G

Potlatchdeltic Corp

At 5% or more2
Filings2
Latest filing2026-02-06

Potlatchdeltic Corp has 2 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
The Vanguard Group13.56%10,662,694SCHEDULE 13G/A, 2025-07-292025-06-30
BlackRock, Inc.7.7%5,954,512SCHEDULE 13G/A, 2026-02-062026-01-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
The Vanguard Group051,93010,513,522149,172SCHEDULE 13G/A, 2025-07-29
BlackRock, Inc.5,836,07805,954,5120SCHEDULE 13G/A, 2026-02-06

The latest filing names Potlatchdeltic Corp, with its principal executive office as 601 WEST FIRST AVENUE, SUITE 1600, SPOKANE, WA 99201 (SCHEDULE 13G/A, 2026-02-06).

FiledHolderPercentFiling
2025-07-29The Vanguard Group13.56%SCHEDULE 13G/A
2026-02-06BlackRock, Inc.7.7%SCHEDULE 13G/A

Primus Acquisition Inc.

At 5% or more2
Filings2
Latest filing2026-02-17

Primus Acquisition Inc. has 2 Schedule 13D or 13G filings on record since 2026-02-17. 2 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Mark N. Tompkins75%7,500,000SCHEDULE 13G, 2026-02-172025-12-31
Ian Jacobs25%2,500,000SCHEDULE 13G, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mark N. Tompkins7,500,00007,500,0000SCHEDULE 13G, 2026-02-17
Ian Jacobs2,500,00002,500,0000SCHEDULE 13G, 2026-02-17

The latest filing names Primus Acquisition Inc., with its principal executive office as 55 NE 5th Ave., Suite 401, Boca Raton, FL 33432 (SCHEDULE 13G, 2026-02-17).

FiledHolderPercentFiling
2026-02-17Mark N. Tompkins75%SCHEDULE 13G
2026-02-17Ian Jacobs25%SCHEDULE 13G

Quaint Oak Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2026-02-10

Quaint Oak Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-10. 1 holder's latest filing reports 5% or more of common stock, par value $.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan Trust7.9%208,924SCHEDULE 13G/A, 2026-02-102025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan Trust0208,9240208,924SCHEDULE 13G/A, 2026-02-10

The latest filing names Quaint Oak Bancorp, Inc., with its principal executive office as 501 KNOWLES AVENUE, SOUTHAMPTON, PA 18966 (SCHEDULE 13G/A, 2026-02-10).

FiledHolderPercentFiling
2026-02-10Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan Trust7.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 10, 2026Leadership change: Ray S. Greenberg appointed, Director, and 1 more—Leadership changesSource

Range Acquisition Corp.

At 5% or more2
Filings2
Latest filing2026-02-17

Range Acquisition Corp. has 2 Schedule 13D or 13G filings on record since 2026-02-17. 2 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Mark N. Tompkins75%7,500,000SCHEDULE 13G, 2026-02-172025-12-31
Ian Jacobs25%2,500,000SCHEDULE 13G, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mark N. Tompkins7,500,00007,500,0000SCHEDULE 13G, 2026-02-17
Ian Jacobs2,500,00002,500,0000SCHEDULE 13G, 2026-02-17

The latest filing names Range Acquisition Corp., with its principal executive office as 55 NE 5th Ave., Suite 401, Boca Raton, FL 33432 (SCHEDULE 13G, 2026-02-17).

FiledHolderPercentFiling
2026-02-17Mark N. Tompkins75%SCHEDULE 13G
2026-02-17Ian Jacobs25%SCHEDULE 13G

SilverBox Corp V

At 5% or more2
Filings2
Latest filing2026-02-12

SilverBox Corp V has 2 Schedule 13D or 13G filings on record since 2025-12-09. 2 holders' latest filing reports 5% or more of class a ordinary shares, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Adage Capital Management, L.P.6.44%1,750,000SCHEDULE 13G, 2026-02-122025-12-31
Tenor Capital Management Company, L.P.5.9%1,650,000SCHEDULE 13G, 2025-12-092025-12-04
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Adage Capital Management, L.P.01,750,00001,750,000SCHEDULE 13G, 2026-02-12
Robert Atchinson01,750,00001,750,000SCHEDULE 13G, 2026-02-12
Phillip Gross01,750,00001,750,000SCHEDULE 13G, 2026-02-12
Tenor Capital Management Company, L.P.01,650,00001,650,000SCHEDULE 13G, 2025-12-09
Tenor Opportunity Master Fund, Ltd.01,650,00001,650,000SCHEDULE 13G, 2025-12-09
Robin Shah01,650,00001,650,000SCHEDULE 13G, 2025-12-09

The latest filing names SilverBox Corp V, with its principal executive office as 8701 BEE CAVE ROAD, EAST BUILDING, SUITE 310, AUSTIN, TX 78746 (SCHEDULE 13G, 2026-02-12).

FiledHolderPercentFiling
2025-12-09Tenor Capital Management Company, L.P.5.9%SCHEDULE 13G
2026-02-12Adage Capital Management, L.P.6.44%SCHEDULE 13G
DateRecordFigureOur pageSource
December 3, 2025IPO filing, Form 424B4—IPO filingsSource
November 12, 2025IPO filing, Form S-1/A—IPO filingsSource
September 22, 2025IPO filing, Form S-1/A—IPO filingsSource
August 22, 2025IPO filing, Form S-1—IPO filingsSource

Sprott Inc.

At 5% or more1
Filings1
Latest filing2026-02-11

Sprott Inc. has 1 Schedule 13D or 13G filing on record since 2026-02-11. 1 holder's latest filing reports 5% or more of common shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Mawer Investment Management Ltd.5.88%1,515,002SCHEDULE 13G, 2026-02-112025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mawer Investment Management Ltd.1,299,34001,515,0020SCHEDULE 13G, 2026-02-11

The latest filing names Sprott Inc., with its principal executive office as Suite 2600, 200 Bay Street, Royal Bank Plaza, South Tower, Toronto (SCHEDULE 13G, 2026-02-11).

FiledHolderPercentFiling
2026-02-11Mawer Investment Management Ltd.5.88%SCHEDULE 13G

Stellar V Capital Corp.

At 5% or more1
Filings2
Latest filing2026-02-13

Stellar V Capital Corp. has 2 Schedule 13D or 13G filings on record since 2025-08-14. 1 holder's latest filing reports 5% or more of class a ordinary shares, $0.0001 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
AQR Capital Management, LLC7.05%1,096,174SCHEDULE 13G/A, 2025-08-142025-06-30
Healthcare of Ontario Pension Plan Trust Fund2.6%400,000SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AQR Capital Management, LLC01,096,17401,096,174SCHEDULE 13G/A, 2025-08-14
AQR Capital Management Holdings, LLC01,096,17401,096,174SCHEDULE 13G/A, 2025-08-14
AQR Arbitrage, LLC01,096,17401,096,174SCHEDULE 13G/A, 2025-08-14
Healthcare of Ontario Pension Plan Trust Fund400,0000400,0000SCHEDULE 13G/A, 2026-02-13

The latest filing names Stellar V Capital Corp., with its principal executive office as 230 Park Avenue, Suite 1540, New York, NY 10169 (SCHEDULE 13G/A, 2026-02-13).

FiledHolderPercentFiling
2025-08-14AQR Capital Management, LLC7.05%SCHEDULE 13G/A
2026-02-13Healthcare of Ontario Pension Plan Trust Fund2.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
January 30, 2025IPO filing, Form 424B4—IPO filingsSource
January 13, 2025IPO filing, Form S-1/A—IPO filingsSource
December 4, 2024IPO filing, Form S-1—IPO filingsSource

Texas Community Bancshares, Inc.

At 5% or more2
Filings2
Latest filing2026-02-10

Texas Community Bancshares, Inc. has 2 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Broadstreet Bank, SSB Employee Stock Ownership Plan Trust8.6%248,146SCHEDULE 13G/A, 2026-02-102025-12-31
AllianceBernstein L.P.5.2%157,682SCHEDULE 13G, 2025-08-132025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Broadstreet Bank, SSB Employee Stock Ownership Plan Trust188,38159,765248,1460SCHEDULE 13G/A, 2026-02-10
AllianceBernstein L.P.157,6820157,6820SCHEDULE 13G, 2025-08-13

The latest filing names Texas Community Bancshares, Inc., with its principal executive office as 215 West Broad Street, Mineola, TX 75773 (SCHEDULE 13G/A, 2026-02-10).

FiledHolderPercentFiling
2025-08-13AllianceBernstein L.P.5.2%SCHEDULE 13G
2026-02-10Broadstreet Bank, SSB Employee Stock Ownership Plan Trust8.6%SCHEDULE 13G/A

VersaBank

At 5% or more1
Filings1
Latest filing2026-02-17

VersaBank has 1 Schedule 13D or 13G filing on record since 2026-02-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
AllianceBernstein L.P.9.3%2,986,080SCHEDULE 13G/A, 2026-02-172025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.2,986,08002,986,0800SCHEDULE 13G/A, 2026-02-17

The latest filing names VersaBank, with its principal executive office as 140 FULLARTON STREET, SUITE 2002, LONDON (SCHEDULE 13G/A, 2026-02-17).

FiledHolderPercentFiling
2026-02-17AllianceBernstein L.P.9.3%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.