your badges 52W Range $10–$11 6% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

AWF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $9.63
52W Range $10–$11

AWF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.79Paid monthly
5Y Div CAGR≈0.00%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Oct 1, 2026$0.07USD≈8.2%
Sep 3, 2026$0.07USD≈7.9%
Aug 6, 2026$0.07USD≈7.8%
Jul 2, 2026$0.07USD≈7.8%
Jun 4, 2026$0.07USD≈7.8%
May 7, 2026$0.07USD≈7.8%
Apr 2, 2026$0.07USD≈7.9%
Mar 5, 2026$0.07USD≈7.7%
Feb 5, 2026$0.07USD≈7.5%
Jan 8, 2026$0.02USD≈7.4%
Dec 18, 2025$0.05USD≈8.0%
Dec 4, 2025$0.07USD≈7.5%
Nov 6, 2025$0.07USD≈7.5%
Oct 2, 2025$0.07USD≈7.3%
Sep 4, 2025$0.07USD≈7.2%
Aug 7, 2025$0.07USD≈7.3%
Jul 3, 2025$0.07USD≈7.3%
Jun 5, 2025$0.07USD≈7.5%
May 1, 2025$0.07USD≈7.6%
Apr 3, 2025$0.07USD≈7.7%

Institutional owners (13F) 151 filers · $237.3M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 151
Value held $237.3M
New positions 20
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (-6 vs prior Q) 12 (-5 vs prior Q) 45 (+4 vs prior Q) 39 (+5 vs prior Q) +4.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $52,998,721 5,145,506 22.33% Shares
McGowan Group Asset Management, Inc. $38,333,698 3,721,718 16.15% Shares
Pathstone Holdings, LLC $16,293,745 1,581,917 6.87% Shares
ROYAL BANK OF CANADA $14,496,000 1,407,410 6.11% Shares
Invesco Ltd. $11,010,649 1,068,995 4.64% Shares
WELLS FARGO & COMPANY/MN $8,165,237 792,742 3.44% Shares
LPL Financial LLC $7,649,192 742,640 3.22% Shares
RAYMOND JAMES FINANCIAL INC $7,060,653 685,500 2.98% Shares
Logan Stone Capital, LLC $6,769,201 657,204 2.85% Shares
BANK OF AMERICA CORP /DE/ $6,094,085 591,659 2.57% Shares
Smith Asset Management Co., LLC $3,981,781 386,580 1.68% Shares
Uncommon Cents Investing LLC $3,871,461 375,870 1.63% Shares
JONES FINANCIAL COMPANIES LLLP $3,781,086 370,695 1.59% Shares
FLAGSHIP HARBOR ADVISORS, LLC $3,411,853 331,248 1.44% Shares
Shaker Financial Services, LLC $2,956,039 286,994 1.25% Shares
WOLVERINE ASSET MANAGEMENT LLC $2,892,559 280,831 1.22% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,400,096 233,019 1.01% Shares
Fiera Capital Corp $2,001,990 194,368 0.84% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,866,957 181,258 0.79% Shares
Cetera Investment Advisers $1,704,319 165,467 0.72% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,594,350 154,791 0.67% Shares
OSAIC HOLDINGS, INC. $1,580,339 153,427 0.67% Shares
Independent Wealth Network Inc. $1,569,697 152,398 0.66% Shares
Abundance Wealth Counselors $1,160,934 112,712 0.49% Shares
HOURGLASS CAPITAL, LLC $1,116,314 108,380 0.47% Shares
GUGGENHEIM CAPITAL LLC $1,050,837 102,023 0.44% Shares
Investment Research Partners LLC $1,036,798 100,660 0.44% Shares
Capital Investment Advisors, LLC $1,017,432 98,780 0.43% Shares
FOUNDERS FINANCIAL SECURITIES LLC $939,621 91,225 0.40% Shares
FCA CORP /TX $914,094 88,747 0.39% Shares
Anchor Capital Management Group Inc $824,000 80,000 0.35% Shares
AMERIPRISE FINANCIAL INC $791,178 76,813 0.33% Shares
Quad-Cities Investment Group, LLC $781,937 75,916 0.33% Shares
NATIONAL BANK OF CANADA /FI/ $759,877 73,990 0.32% Shares
UBS Group AG $728,582 70,736 0.31% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $710,556 68,986 0.30% Shares
1607 Capital Partners, LLC $696,476 67,619 0.29% Shares
SHUFRO ROSE & CO LLC $683,405 66,350 0.29% Shares
UHLMANN PRICE SECURITIES, LLC $674,459 65,479 0.28% Shares
Boreal Capital Management LLC $655,564 0 0.28% Shares
Maridea Wealth Management LLC $633,336 61,489 0.27% Shares
OPPENHEIMER & CO INC $613,324 59,546 0.26% Shares
Everstar Asset Management, LLC $597,276 57,988 0.25% Shares
XTX Topco Ltd $559,177 54,289 0.24% Shares
Kaizen Financial Strategies $550,875 53,431 0.23% Shares
Avail Investment Partners, LLC $534,292 51,873 0.23% Shares
READYSTATE ASSET MANAGEMENT LP $513,064 49,812 0.22% Shares
Integrated Wealth Concepts LLC $508,418 49,361 0.21% Shares
INVESTED ADVISORS $502,506 48,787 0.21% Shares
SAX WEALTH ADVISORS, LLC $501,767 49,338 0.21% Shares

Show all 151 institutional owners →

Company insiders 18 insiders · 5 officers · 12 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Gershon M Distenfeld VICE PRESIDENT Feb. 5, 2026 S 14,801 2 2 $-40,848
William Walsh Smith VP & Portfolio Manager Jan. 2, 2026 P 7,066 2 0 $14,646
Fahd Malik VP & Portfolio Manager Dec. 11, 2025 P 746 2 0 $17,489
Douglas J Peebles Portfolio Manager March 16, 2020 P 48,876 0 0 $0
Paul J. Denoon Vice President Feb. 6, 2018 P 65,600 0 0 $0
Emilie D. Wrapp Director July 21, 2026 P 5,825 1 0 $34,972
Jeanette W Loeb Director March 18, 2021 P 1,150 0 0 $0
Jorge A. Bermudez Director Jan. 14, 2021 P 2,915 0 0 $0
Earl D Weiner Director Feb. 19, 2019 P 1,129 0 0 $0
Marshall C Turner Director Feb. 13, 2019 S 0 0 0 $0
Michael Downey Director Oct. 30, 2018 P 3,000 0 0 $0
Garry L Moody Director Dec. 28, 2017 P 2,080 0 0 $0
Carol Mcmullen Director May 25, 2017 P 2,020 0 0 $0
John H Dobkin Director July 22, 2016 P 2,005 0 0 $0
James D Guzy SR Director Feb. 12, 2010 P 2,100 0 0 $0
Nancy P Jacklin Director March 23, 2007 P 2,755 0 0 $0
James M Hester Director April 6, 2004 P 4,000 0 0 $0
Seth P Bernstein · April 5, 2021 S 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 1.41% 1,124,286 Oct. 2, 2026 Daily

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