Financial institutions, including Wells Fargo and Bank of America, issued rating updates and filed reports regarding institutional stake reductions with the SEC.

The entities involved

• Wells Fargo →

  American multinational banking and financial services company

  • Wells Fargo upgraded Sweetgreen stock to overweight from equal weight on September 28, 2026.Mon 16:33
  • Capital Research Global Investors acquired and increased its stake in Wells Fargo stock on June 19, 2026.Mon 16:28
• Bank of America →

  American multinational banking and financial services corporation

  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24
  • Both Bank of America and Deloitte have addressed current treasury management trends.Mon 14:26
• Truist Financial →

  American bank holding company, formerly known as BB&T Corporation

  • MarketBeat aggregates data on Inventiva's stock, and Truist Financial has started coverage of the company.Mon 13:11
  • Bank of America boosted its price target and gave a buy rating for Guardian Pharmacy Services, Inc. on September 15, 2026. Truist Financial also boosted its target price and gave a buy rating on the same day.Mon 11:04
• Raymond James Financial →

  American Investment Bank and Financial Services Firm

  • Raymond James Financial reiterated an outperform rating on FinWise Bancorp.Mon 06:38
  • Raymond James upgraded Aecon's stock rating on September 26, 2026.Sat 10:21

Related events

• Financial institutions including Truist Financial, Royal Bank of Canada, and Renaissance Technologies issued rating updates and reported institutional holdings changes to the SEC.Aug 18
• Major financial firms, including Raymond James, Wells Fargo, Bank of America, and Morgan Stanley, have recently adjusted price targets and issued rating updates.Aug 27
• Analyst rating changes for Salesforce, including buy rating upgrades and coverage initiation, were reported on July 18, 2026.Jul 18
• On August 31, 2026, Truist Financial reiterated a buy rating on Amentum, while Bank of America cut its price objective. Additionally, Norges Bank purchased a new stake in Amentum, which was subsequently filed with the SEC.Aug 31
• Bank of America and Raymond James Financial raised their ratings and increased price targets for Okta.Aug 30