Entities / Company
Stephens Inc..
private equity firm
- Reports this week
- 1
- Active events
- 1
- Connections
- 60
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Earlier this month
One to three months ago
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Multiple financial firms adjusted their holdings in PulteGroup shares on August 14, 2026.Some support1 report
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Stephens Inc. boosted its holdings in the Capital Group U.S. Multi-Sector Income ETF.Some support1 report
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California State Teachers Retirement System and Stephens Inc. made stock transactions involving Otis, filing with the SEC.Some support1 report
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Stephens Inc. acquired a new stake in the ETF, KMID.Some support2 reports1 development inside
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Stephens Inc. and Keefe, Bruyette & Woods managed an offering for Five Star Bancorp, which was declared effective by the SEC on July 1, 2026.Some support1 report
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Several firms, including Stephens Inc. and American Trust, increased their holdings in the SPDR Portfolio S&P 600 Small Cap ETF during 2026.Some support2 reports1 development inside
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Stephens Inc. increased its holdings in the First Trust Intermediate Duration Investment Grade Corporate ETF during the first quarter of 2026.Some support1 report
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Stephens Inc. raised its stake in the abrdn ETF, while Morgan Stanley simultaneously lifted its position in the same fund.Some support3 reports
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Stephens Inc. increased its stake in Seagate Technology shares.Some support2 reports
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Stephens Inc. reduced its stake in the Invesco KBW Bank ETF.Some support1 report
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Stephens Inc. reduced its stake in the SPDR ETF on July 9, 2026.Some support1 report
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Valero Energy reduced its stake by 25.0% during Q1 filing.Some support1 report
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Stephens Inc. disclosed holdings to the SEC regarding its increased stake in IQVIA shares.Some support1 report
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Stephens Inc. boosted its stake in the ETF SEPU.Some support8 reports
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Stephens Inc. decreased its stake in NextEra Energy shares.Some support1 report
Gone quiet
No new reports in 90+ days-
Stephens Inc. acquired shares of Cardinal Health, and Cardinal Health filed reports with the SEC.Some support2 reports
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Analysts from Baird, Morgan Stanley, and Stephens Inc. discussed sales growth and momentum in the Dallas-Fort Worth area.Speculative1 report
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Stephens Inc. inquired about potential share buybacks involving QuinStreet.Speculative1 report
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A CEO acknowledged cost pressures and margin compression on July 11, 2025, while Andrew Charles questioned the balance between traffic and margin.Some support1 report
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Stephens Inc. was engaged as a financial advisor to First IC, involving Metro City Bank.Some support1 report
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Keefe, Bruyette & Woods and Stephens Inc. served as co-managers in an offering for Civista Bancshares.Some support2 reports
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An offering was filed with the SEC on July 22, 2025, involving Simmons Bank, with joint book-running management from Stephens Inc., Keefe, Bruyette & Woods, and Morgan Stanley, and co-management from Robert W. Baird & Co.Some support1 report
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TreeHouse Foods faced questions regarding its pricing strategy and product line price gaps during an earnings call on August 13, 2025.Some support2 reports1 development inside
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CEO Kent Yee and CFO David Little discussed company performance and growth drivers, with Stephens Inc. analysts questioning the CFO.Some support2 reports
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Stephens Inc. provided analyst questions to First Watch, with Pratik Mahendra Patel questioning the EBITDA outlook.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Stephens Inc. this week
News at the entities that move Stephens Inc. most-
Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Stephens Inc.
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Donald Trump StructuralThe Trump administration utilized the Department of Health & Human Services for an AI tool.Moves Stephens Inc.
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SPDR TransactionalSPDR purchased shares of Super Micro Computer, Inc. following its inclusion in the S&P 500 index.Moves Stephens Inc.
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Invesco TransactionalInvesco manages the S&P 500 Quality ETF, and Microsoft is identified as a major holding within this fund.Moves Stephens Inc.
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Quanta Services TransactionalMarketBeat identified Quanta Services and WEC Energy Group as stocks to watch.Moves Stephens Inc.
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Cardinal Health TransactionalMorgan Stanley raised its price target for Cardinal Health on August 8, 2025.Moves Stephens Inc.
Connections
The 19 strongest of 60, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Cardinal Health Transactional
Stephens Inc. holds shares of Cardinal Health following an acquisition.
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IQVIA Transactional
Stephens Inc. increased its stake in IQVIA shares.
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SEPU Transactional
Stephens Inc. has consistently increased its investment stake in SEPU's associated ETF.
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Williams Companies Transactional
Stephens Inc. is increasing its financial stake in Williams Companies.
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SPDR Transactional
Stephens Inc. reduced its stake in the ETF, indicating a change in holdings.
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Devon Energy Transactional
Stephens Inc. reduced its investment holdings in Devon Energy stock.
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PulteGroup Transactional
Stephens Inc. has been increasing its equity stake in PulteGroup.
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Valero Energy Transactional
Stephens Inc. reduced its stake in Valero Energy by 25.0% during the Q1 filing.
Show all 19 connections
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Invesco Transactional
Stephens Inc. engages in buying and selling Invesco ETFs, indicating an investment relationship.
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Donald Trump Structural
Stephens Inc. is linked to managing Donald Trump's investment accounts.
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Securities and Exchange Commission Structural
Stephens Inc. is subject to regulatory oversight by the Securities and Exchange Commission, requiring formal disclosure of holdings.
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NextEra Energy Transactional
Stephens Inc. decreased its equity stake in NextEra Energy.
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Abrdn Transactional
Stephens Inc. initiated a transaction by raising its investment stake in the Abrdn ETF.
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OTIS Transactional
Stephens Inc. divested its financial position in OTIS.
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Seagate Technology Transactional
Stephens Inc. increased its investment stake in Seagate Technology shares.
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Quanta Services Transactional
Stephens Inc. has actively increased its investment position in Quanta Services.
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Shaffer Operational
A representative of Stephens Inc. was involved in questioning Shaffer regarding current matters.
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Camden National Corporation Mentioned together
Stephens Inc. was observed providing analyst questions regarding Camden National Corporation.
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KMID Mentioned together
The relationship is inferred from shared market context and potential investment flows.
History
Events by the month they beganSeptember 2026
2 eventsAugust 2026
2 eventsJuly 2026
10 events- California State Teachers Retirement System and Stephens Inc. made stock transactions involving Otis, filing with the SEC.
- Stephens Inc. and Keefe, Bruyette & Woods managed an offering for Five Star Bancorp, which was declared effective by the SEC on July 1, 2026.
- Stephens Inc. increased its holdings in the First Trust Intermediate Duration Investment Grade Corporate ETF during the first quarter of 2026.
- Stephens Inc. raised its stake in the abrdn ETF, while Morgan Stanley simultaneously lifted its position in the same fund.
- Stephens Inc. increased its stake in Seagate Technology shares.
- Stephens Inc. reduced its stake in the Invesco KBW Bank ETF.
- Stephens Inc. reduced its stake in the SPDR ETF on July 9, 2026.
- Valero Energy reduced its stake by 25.0% during Q1 filing.
- Stephens Inc. disclosed holdings to the SEC regarding its increased stake in IQVIA shares.
- Stephens Inc. decreased its stake in NextEra Energy shares.
Show 1 earlier month
June 2026
14 events- Stephens Inc. acquired a new position in the Franklin Limited Duration Income Trust.
- Stephens Inc. acquired a new stake in the ETF, KMID.
- Several firms, including Stephens Inc. and American Trust, increased their holdings in the SPDR Portfolio S&P 600 Small Cap ETF during 2026.
- Stephens Inc. boosted its stake in the ETF SEPU.
- Stephens Inc. acquired shares of Cardinal Health, and Cardinal Health filed reports with the SEC.
- Analysts from Baird, Morgan Stanley, and Stephens Inc. discussed sales growth and momentum in the Dallas-Fort Worth area.
- Stephens Inc. inquired about potential share buybacks involving QuinStreet.
- A CEO acknowledged cost pressures and margin compression on July 11, 2025, while Andrew Charles questioned the balance between traffic and margin.
- Stephens Inc. was engaged as a financial advisor to First IC, involving Metro City Bank.
- Keefe, Bruyette & Woods and Stephens Inc. served as co-managers in an offering for Civista Bancshares.
- An offering was filed with the SEC on July 22, 2025, involving Simmons Bank, with joint book-running management from Stephens Inc., Keefe, Bruyette & Woods, and Morgan Stanley, and co-management from Robert W. Baird & Co.
- TreeHouse Foods faced questions regarding its pricing strategy and product line price gaps during an earnings call on August 13, 2025.
- CEO Kent Yee and CFO David Little discussed company performance and growth drivers, with Stephens Inc. analysts questioning the CFO.
- Stephens Inc. provided analyst questions to First Watch, with Pratik Mahendra Patel questioning the EBITDA outlook.