MCB Metropolitan Bank Holding Corp. Common Stock
MCB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
MCB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 31, 2026 | $0.3500 |
| May 1, 2026 | $0.2500 |
| Jan. 27, 2026 | $0.2000 |
| Oct. 30, 2025 | $0.1500 |
| July 28, 2025 | $0.1500 |
MCB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 1 14.3%
- Buy 4 57.1%
- Hold 2 28.6%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
3 analysts · 2026-08-19Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.54 | $2.28 | -0.74% |
| March 31, 2026 | $2.92 | $2.33 | 0.59% |
| Dec. 31, 2025 | $2.77 | $2.09 | 0.68% |
| Sept. 30, 2025 | $0.67 | $1.93 | -1.3% |
| June 30, 2025 | $1.76 | $1.67 | 0.09% |
| March 31, 2025 | $1.45 | $1.36 | 0.09% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| MCB | $770M | 11.5 | -53.8% | 643.2% | 9.7% | — |
| OSBC | $1.03B | 12.0 | 18.9% | 23.7% | 9.9% | — |
| HFWA | $803M | 12.1 | 13.5% | 27.4% | 7.5% | — |
| UVSP | $922M | 10.5 | 9.6% | 27.7% | 9.8% | — |
| AMTB | — | 15.5 | 30.8% | 11.9% | 5.6% | — |
| FSBC | $765M | 12.3 | 25.6% | 38.9% | 14.3% | — |
| CFFN | $839M | 12.2 | 6.5% | 417.3% | 6.5% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 11
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $11M | $24M | $28M | $27M | $23M | $14M | |
| Interest Expense | · | · | $153M | $32M | $16M | $18M | |
| Interest Income | $515M | $468M | $375M | $261M | $173M | $143M | |
| Pretax Income | $102M | $97M | $107M | $97M | $90M | $58M | |
| Income Tax | $30M | $30M | $30M | $37M | $29M | $18M | |
| Net Income | $71M | $67M | $77M | $59M | $61M | $39M | |
| EPS (Basic) | $6.71 | $5.97 | $6.95 | $5.42 | $6.64 | $4.76 | |
| EPS (Diluted) | $6.62 | $5.93 | $6.91 | $5.29 | $6.45 | $4.66 | |
| Shares (Basic) | 10,594,606 | 11,179,074 | 11,060,110 | 10,929,021 | 9,011,700 | 8,221,429 | |
| Shares (Diluted) | 10,741,670 | 11,255,223 | 11,129,900 | 11,200,184 | 9,272,822 | 8,398,444 | |
| EBITDA | $3M | $3M | $3M | $2M | $2M | $2M |
Balance Sheet 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $394M | $200M | $269M | $257M | $2.36B | $864M | |
| PP&E (Net) | $38M | $35M | $35M | $32M | $15M | $13M | |
| PP&E (Gross) | $58M | $53M | $54M | $49M | $29M | $28M | |
| Accum. Depreciation | $19M | $18M | $19M | $17M | $14M | $15M | |
| Goodwill | $10M | $10M | $10M | $10M | $10M | $10M | |
| Total Assets | $8.26B | $7.30B | $7.07B | $6.27B | $7.12B | $4.33B | |
| Total Liabilities | $7.51B | $6.57B | $6.41B | $5.69B | $6.56B | $3.99B | |
| Common Stock | $113.0K | $112.0K | $111.0K | $109.0K | $109.0K | $82.0K | |
| Paid-in Capital | $406M | $400M | $396M | $389M | $383M | $219M | |
| Retained Earnings | $451M | $383M | $316M | $241M | $181M | $121M | |
| Treasury Stock | $73M | · | · | · | · | · | |
| AOCI | $-40M | $-53M | $-53M | $-54M | $-8M | $973.0K | |
| Stockholders' Equity | $743M | $730M | $659M | $576M | $557M | $341M | |
| Liabilities + Equity | $8.26B | $7.30B | $7.07B | $6.27B | $7.12B | $4.33B | |
| Shares Outstanding | 10,088,617 | 11,197,625 | 11,062,729 | 10,949,965 | 10,920,569 | 8,295,272 |
Cash Flow 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $2M | $2M | $2M | |
| Stock-based Comp | $9M | $9M | $10M | $8M | $5M | $3M | |
| Deferred Tax | $-9M | $-3M | $-3M | $-4M | $-120.0K | $290.0K | |
| Other Non-cash | $15M | $73M | $-44M | $20M | $-30M | $42M | |
| Operating Cash Flow | $89M | $148M | $42M | $86M | $37M | $87M | |
| Investing Cash Flow | $-763M | $-370M | $-775M | $-1.23B | $-1.30B | $-489M | |
| Stock Issued | · | · | · | · | $163M | · | |
| Stock Repurchased | $73M | · | · | · | · | · | |
| Net Stock Activity | $-73M | · | · | · | $163M | · | |
| Dividends Paid | $3M | · | · | · | · | · | |
| Financing Cash Flow | $868M | $152M | $745M | $-958M | $2.76B | $877M | |
| Taxes Paid | $26M | · | · | · | · | · |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Margin | 643.2% | 278.6% | 277.1% | 221.3% | 261.6% | 31.6% | |
| Pretax Margin | 918.4% | 405.6% | 383.5% | 360.9% | 386.9% | 46.4% | |
| EBITDA Margin | 26.2% | 11.3% | 9.3% | 9.3% | 10.4% | 2.0% | |
| ROA | 0.91% | 0.93% | 1.2% | 0.89% | 1.1% | 1.0% | |
| ROE | 9.7% | 9.2% | 11.9% | 10.3% | 11.0% | 11.8% |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | -53.8% | -14.1% | 3.8% | 16.0% | 69.4% | · | |
| Revenue CAGR 3Y | -25.6% | 1.1% | 26.8% | · | · | · | |
| Revenue CAGR 5Y | -4.2% | · | · | · | · | · | |
| EPS YoY | 11.6% | -14.2% | 30.6% | -18.0% | 38.4% | · | |
| EPS CAGR 3Y | 7.8% | -2.8% | 14.0% | · | · | · | |
| EPS CAGR 5Y | 7.3% | · | · | · | · | · | |
| Net Income YoY | 6.6% | -13.7% | 30.0% | -1.9% | 53.4% | · | |
| Net Income CAGR 3Y | 6.2% | 3.3% | 25.1% | · | · | · | |
| Net Income CAGR 5Y | 12.5% | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $11M | $24M | $28M | $27M | $23M | $14M | |
| Net Income TTM | $71M | $67M | $77M | $59M | $61M | $39M | |
| Market Cap | $770M | $654M | $613M | $642M | $1.16B | $301M | |
| P/E | 11.5 | 9.8 | 8.0 | 11.1 | 16.5 | 7.8 | |
| P/S | 69.7 | 27.3 | 22.0 | 23.9 | 50.3 | 22.0 | |
| P/B | 1.0 | 0.9 | 0.9 | 1.1 | 2.1 | 0.9 | |
| P / Tangible Book | 1.1 | 0.9 | 0.9 | 1.1 | 2.1 | 0.9 | |
| P / Cash Flow | 8.7 | 4.4 | 14.4 | 7.5 | 31.2 | 3.4 | |
| Dividend Yield | 0.41% | · | · | · | · | · | |
| Earnings Yield | 8.7% | 10.2% | 12.5% | 9.0% | 6.0% | 12.8% | |
| Payout Ratio | 4.4% | · | · | · | · | · | |
| Annual Payout | $3M | · | · | · | · | · |
Income Statement 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3M | $3M | $2M | $2M | $3M | $4M | $5M | $6M | $6M | $7M | $6M | $7M | $8M | $7M | $6M | $6M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $53M | · | $44M | $35M | $25M | $17M | $7M | |
| Interest Income | $141M | $135M | $137M | $132M | $127M | $119M | $120M | $120M | $116M | $112M | $105M | $98M | $89M | $83M | $81M | $70M | |
| Pretax Income | $28M | $44M | $41M | $10M | $27M | $23M | $31M | $18M | $24M | $24M | $20M | $28M | $25M | $34M | $1M | $36M | |
| Income Tax | $9M | $13M | $12M | $3M | $8M | $7M | $10M | $5M | $7M | $8M | $5M | $6M | $9M | $9M | $9M | $11M | |
| Net Income | $19M | $31M | $29M | $7M | $19M | $16M | $21M | $12M | $17M | $16M | $15M | $22M | $16M | $25M | $-8M | $25M | |
| EPS (Basic) | $1.55 | $2.94 | $2.79 | $0.68 | $1.78 | $1.46 | $1.91 | $1.10 | $1.50 | $1.46 | $1.31 | $1.99 | $1.39 | $2.26 | $-0.72 | $2.28 | |
| EPS (Diluted) | $1.54 | $2.92 | $2.74 | $0.67 | $1.76 | $1.45 | $1.89 | $1.08 | $1.50 | $1.46 | $1.32 | $1.97 | $1.37 | $2.25 | $-0.70 | $2.23 | |
| Shares (Basic) | 12,381,794 | 10,674,698 | -21,583,042 | 10,398,255 | 10,564,275 | 11,215,118 | -22,339,914 | 11,193,063 | 11,192,936 | 11,132,989 | -22,160,138 | 11,039,363 | 11,136,261 | 11,044,624 | -21,854,241 | 10,931,697 | |
| Shares (Diluted) | 12,515,939 | 10,755,411 | -21,803,985 | 10,587,402 | 10,676,878 | 11,281,375 | -22,390,275 | 11,312,773 | 11,199,736 | 11,132,989 | -22,388,386 | 11,136,873 | 11,278,405 | 11,103,008 | -22,390,069 | 11,177,152 | |
| EBITDA | · | $-3M | · | · | · | $-1M | · | · | · | $-3M | · | · | · | $872.0K | · | · |
Balance Sheet 15
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $239M | $672M | $394M | $386M | $152M | $196M | $200M | $318M | $245M | $534M | · | $177M | $202M | $300M | · | $709M | |
| PP&E (Net) | · | · | $38M | · | · | · | $35M | · | · | · | · | · | · | · | · | $32M | |
| PP&E (Gross) | · | · | $58M | · | · | · | $53M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $19M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | $10M | · | · | · | $10M | · | · | · | · | · | · | · | · | $10M | |
| Total Assets | $8.86B | $8.84B | $8.26B | $8.23B | $7.85B | $7.62B | $7.30B | $7.40B | $7.27B | $7.45B | · | $6.68B | $6.52B | $6.31B | · | $6.42B | |
| Total Liabilities | $7.89B | $7.90B | $7.51B | $7.50B | $7.13B | $6.88B | $6.57B | $6.69B | $6.57B | $6.78B | · | $6.05B | $5.90B | $5.70B | · | $5.84B | |
| Common Stock | $136.0K | $136.0K | $113.0K | $113.0K | $113.0K | $113.0K | $112.0K | $112.0K | $112.0K | $112.0K | · | $110.0K | $110.0K | $112.0K | · | $109.0K | |
| Paid-in Capital | $588M | $585M | $406M | $404M | $401M | $399M | $400M | $398M | $396M | $393M | · | $394M | $393M | $394M | · | $387M | |
| Retained Earnings | $495M | $479M | $451M | $423M | $418M | $399M | $383M | $361M | $349M | $332M | · | $301M | $279M | $264M | · | $249M | |
| Treasury Stock | $76M | $76M | $73M | $53M | $51M | $13M | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-39M | $-39M | $-40M | $-42M | $-45M | $-47M | $-53M | $-44M | $-52M | $-52M | · | $-60M | $-51M | $-50M | · | $-54M | |
| Stockholders' Equity | $968M | $948M | $743M | $732M | $723M | $738M | $730M | $715M | $692M | $674M | $659M | $635M | $621M | $608M | $576M | $582M | |
| Liabilities + Equity | $8.86B | $8.84B | $8.26B | $8.23B | $7.85B | $7.62B | $7.30B | $7.40B | $7.27B | $7.45B | · | $6.68B | $6.52B | $6.31B | · | $6.42B | |
| Shares Outstanding | 12,395,278 | 12,392,035 | 10,088,617 | 10,382,218 | 10,421,384 | 11,066,234 | 11,197,625 | 11,194,411 | 11,192,936 | 11,191,958 | · | 11,062,729 | 10,991,074 | 11,211,274 | · | 10,931,697 |
Cash Flow 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-2M | $-3M | $12M | $-5M | $-2M | $-1M | $12M | $-3M | $-3M | $-3M | $-2M | $3M | $3M | $1M | $-2M | $3M | |
| Stock-based Comp | $4M | $3M | $2M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Other Non-cash | · | $23M | · | · | · | $-9M | · | · | · | $10M | · | · | · | $11M | · | · | |
| Operating Cash Flow | $-11M | $55M | $31M | $32M | $18M | $8M | $83M | $5M | $35M | $25M | $-31M | $27M | $7M | $39M | $11M | $53M | |
| Investing Cash Flow | $-410M | $-314M | $-24M | $-150M | $-281M | $-307M | $-115M | $-31M | $-107M | $-117M | $-277M | $-195M | $-305M | $2M | $-240M | $-234M | |
| Stock Repurchased | $0 | $10M | $20M | $3M | $38M | $13M | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-10M | · | · | · | $-13M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $3M | $2M | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-12M | $538M | $1M | $352M | $219M | $295M | $-87M | $100M | $-218M | $357M | $400M | $143M | $201M | $1M | $-223M | $-452M |
Profitability 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 743.4% | 1204.5% | · | 286.5% | 719.0% | 458.7% | · | 197.3% | 273.3% | 230.6% | · | 335.5% | 197.3% | 360.9% | · | 422.4% | |
| Pretax Margin | 1078.2% | 1701.4% | · | 409.7% | 1026.2% | 655.3% | · | 282.6% | 388.5% | 345.6% | · | 431.1% | 315.1% | 487.0% | · | 608.4% | |
| EBITDA Margin | · | -117.1% | · | · | · | -40.7% | · | · | · | -45.4% | · | · | · | 12.6% | · | · | |
| ROA | 0.23% | 0.38% | · | 0.09% | 0.25% | 0.22% | · | 0.17% | 0.24% | 0.24% | · | 0.34% | 0.23% | 0.39% | · | 0.40% | |
| ROE | 2.3% | 3.7% | · | 0.98% | 2.6% | 2.3% | · | 1.8% | 2.6% | 2.5% | · | 3.6% | 2.6% | 4.3% | · | 4.4% |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10M | $11M | · | $15M | $19M | $23M | · | $26M | $28M | $28M | · | $27M | $28M | $27M | · | $26M | |
| Net Income TTM | $77M | $74M | · | $55M | $64M | $62M | · | $67M | $71M | $79M | · | $55M | $58M | $65M | · | $86M | |
| Market Cap | $1.22B | $1.03B | · | $777M | $729M | $620M | · | $589M | $471M | $431M | · | $401M | $382M | $380M | · | $704M | |
| P/E | 14.3 | 12.2 | · | 15.1 | 12.1 | 10.2 | · | 8.7 | 6.7 | 5.5 | · | 7.4 | 6.8 | 5.8 | · | 8.4 | |
| P/S | 119.0 | 91.6 | · | 52.2 | 39.3 | 27.0 | · | 22.7 | 17.0 | 15.2 | · | 14.7 | 13.7 | 13.8 | · | 26.6 | |
| P/B | 1.3 | 1.1 | · | 1.1 | 1.0 | 0.8 | · | 0.8 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 1.2 | |
| P / Tangible Book | 1.3 | 1.1 | · | 1.1 | 1.0 | 0.8 | · | 0.8 | 0.7 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 1.2 | |
| P / Cash Flow | · | 18.8 | · | · | · | 79.8 | · | · | · | 17.2 | · | · | · | 9.7 | · | · | |
| Earnings Yield | 7.0% | 8.2% | · | 6.6% | 8.3% | 9.8% | · | 11.4% | 15.0% | 18.3% | · | 13.5% | 14.8% | 17.2% | · | 11.9% | |
| Payout Ratio | · | 6.4% | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $11M | $24M | $28M | $27M | $23M |
| Net Income | $71M | $67M | $77M | $59M | $61M |
| Diluted EPS | $6.62 | $5.93 | $6.91 | $5.29 | $6.45 |
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Institutional owners (13F) 214 filers · $909.6M total · As of June 30, 2026
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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 47 (-1 vs prior Q) | 22 (+6 vs prior Q) | 73 (+10 vs prior Q) | 47 (+6 vs prior Q) | +535K |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $100,970,545 | 1,022,383 | 11.10% | Shares |
| Patriot Financial Partners GP II, L.P. | $65,663,944 | 664,884 | 7.22% | Shares |
| PATRIOT FINANCIAL PARTNERS GP, LP | $53,541,880 | 764,884 | 5.89% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $51,889,985 | 525,415 | 5.70% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $50,617,167 | 512,527 | 5.56% | Shares |
| STATE STREET CORP | $46,335,958 | 469,133 | 5.09% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $44,228,678 | 447,840 | 4.86% | Shares |
| AMERICAN CENTURY COMPANIES INC | $35,044,492 | 354,845 | 3.85% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $26,359,333 | 266,855 | 2.90% | Shares |
| MILLENNIUM MANAGEMENT LLC | $24,250,320 | 245,548 | 2.67% | Shares |
| CITADEL ADVISORS LLC | $23,008,512 | 232,974 | 2.53% | Shares |
| TWO SIGMA INVESTMENTS, LP | $21,713,472 | 219,861 | 2.39% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $20,961,217 | 212,244 | 2.30% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20,775,845 | 210,367 | 2.28% | Shares |
| Qube Research & Technologies Ltd | $15,695,038 | 158,921 | 1.73% | Shares |
| D. E. Shaw & Co., Inc. | $15,377,525 | 155,706 | 1.69% | Shares |
| ALLIANCEBERNSTEIN L.P. | $14,710,930 | 176,623 | 1.62% | Shares |
| BANC FUNDS CO LLC | $14,539,546 | 147,221 | 1.60% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12,328,803 | 124,836 | 1.36% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $11,270,002 | 114,115 | 1.24% | Shares |
| Ranger Investment Management, L.P. | $10,849,477 | 109,857 | 1.19% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9,252,528 | 93,687 | 1.02% | Shares |
| Russell Investments Group, Ltd. | $9,156,693 | 92,716 | 1.01% | Shares |
| MORGAN STANLEY | $9,144,682 | 92,595 | 1.01% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $8,469,164 | 85,755 | 0.93% | Shares |
| Trexquant Investment LP | $8,328,925 | 84,335 | 0.92% | Shares |
| ALGERT GLOBAL LLC | $8,036,397 | 81,373 | 0.88% | Shares |
| PRUDENTIAL FINANCIAL INC | $7,611,433 | 77,070 | 0.84% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $7,492,921 | 75,870 | 0.82% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,352,781 | 74,451 | 0.81% | Shares |
| TUDOR INVESTMENT CORP ET AL | $7,060,056 | 71,487 | 0.78% | Shares |
| Pacific Ridge Capital Partners, LLC | $6,693,459 | 67,775 | 0.74% | Shares |
| GOLDMAN SACHS GROUP INC | $5,597,223 | 56,675 | 0.62% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $5,363,359 | 54,307 | 0.59% | Shares |
| Empowered Funds, LLC | $5,051,673 | 51,151 | 0.56% | Shares |
| SOROS FUND MANAGEMENT LLC | $4,938,000 | 50,000 | 0.54% | Shares |
| VANGUARD GROUP INC | $4,475,612 | 58,612 | 0.49% | Shares |
| EJF Capital LP | $4,293,789 | 43,477 | 0.47% | Shares |
| BlackRock, Inc. | $3,927,290 | 39,766 | 0.43% | Shares |
| Bank of New York Mellon Corp | $3,923,932 | 39,732 | 0.43% | Shares |
| AMERIPRISE FINANCIAL INC | $3,816,186 | 38,641 | 0.42% | Shares |
| BANK OF AMERICA CORP /DE/ | $3,587,556 | 36,326 | 0.39% | Shares |
| Knights of Columbus Asset Advisors LLC | $3,297,695 | 33,391 | 0.36% | Shares |
| Harbor Advisors LLC | $3,110,940 | 31,500 | 0.34% | Shares |
| Sterling Capital Management LLC | $3,071,732 | 31,103 | 0.34% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $3,062,449 | 31,009 | 0.34% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $2,999,539 | 30,372 | 0.33% | Shares |
| ExodusPoint Capital Management, LP | $2,987,885 | 30,254 | 0.33% | Shares |
| SEIZERT CAPITAL PARTNERS, LLC | $2,744,343 | 27,788 | 0.30% | Shares |
| Sippican Capital Advisors | $2,733,282 | 27,676 | 0.30% | Shares |
| XTX Topco Ltd | $2,600,548 | 26,332 | 0.29% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $2,200,175 | 22,278 | 0.24% | Shares |
| Swiss National Bank | $2,172,720 | 22,000 | 0.24% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $2,154,055 | 21,811 | 0.24% | Shares |
| EMERALD MUTUAL FUND ADVISERS TRUST | $2,146,549 | 21,735 | 0.24% | Shares |
| Point72 Asset Management, L.P. | $2,100,625 | 21,270 | 0.23% | Shares |
| Engineers Gate Manager LP | $1,991,594 | 20,166 | 0.22% | Shares |
| Y-Intercept (Hong Kong) Ltd | $1,953,670 | 19,782 | 0.21% | Shares |
| LPL Financial LLC | $1,946,362 | 19,708 | 0.21% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,828,838 | 18,518 | 0.20% | Shares |
| SALZHAUER MICHAEL | $1,775,124 | 17,974 | 0.20% | Shares |
| FRANKLIN RESOURCES INC | $1,657,094 | 16,779 | 0.18% | Shares |
| Vanguard Global Advisers, LLC | $1,569,494 | 15,892 | 0.17% | Shares |
| RHUMBLINE ADVISERS | $1,495,908 | 15,147 | 0.16% | Shares |
| Man Group plc | $1,441,995 | 14,601 | 0.16% | Shares |
| Integrated Quantitative Investments LLC | $1,402,787 | 14,204 | 0.15% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $1,362,888 | 13,800 | 0.15% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1,342,247 | 13,591 | 0.15% | Shares |
| Unison Advisors LLC | $1,341,260 | 13,581 | 0.15% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1,258,597 | 12,744 | 0.14% | Shares |
| Quantbot Technologies LP | $1,179,491 | 11,943 | 0.13% | Shares |
| Rafferty Asset Management, LLC | $1,085,570 | 10,992 | 0.12% | Shares |
| Allspring Global Investments Holdings, LLC | $1,061,077 | 10,744 | 0.12% | Shares |
| Graham Capital Management, L.P. | $1,003,402 | 10,160 | 0.11% | Shares |
| Mariner, LLC | $987,050 | 9,994 | 0.11% | Shares |
| Quantinno Capital Management LP | $956,589 | 9,686 | 0.11% | Shares |
| Vident Advisory, LLC | $928,739 | 9,404 | 0.10% | Shares |
| Centiva Capital, LP | $919,851 | 9,314 | 0.10% | Shares |
| BARCLAYS PLC | $905,234 | 9,166 | 0.10% | Shares |
| Newport Trust Company, LLC | $882,983 | 8,941 | 0.10% | Shares |
| Legato Capital Management LLC | $828,004 | 8,384 | 0.09% | Shares |
| FMR LLC | $817,239 | 8,275 | 0.09% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $809,832 | 8,200 | 0.09% | Call option |
| Squarepoint Ops LLC | $798,376 | 8,084 | 0.09% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $792,088 | 8,020 | 0.09% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $787,117 | 7,970 | 0.09% | Shares |
| TWO SIGMA ADVISERS, LP | $725,420 | 9,500 | 0.08% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $703,961 | 7,128 | 0.08% | Shares |
| Smith Group Asset Management, LLC | $697,246 | 7,060 | 0.08% | Shares |
| MetLife Investment Management, LLC | $643,323 | 6,514 | 0.07% | Shares |
| Kings Path Partners LLC | $637,990 | 6,460 | 0.07% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $598,091 | 6,056 | 0.07% | Shares |
| Jain Global LLC | $554,340 | 5,613 | 0.06% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $539,386 | 6,476 | 0.06% | Shares |
| DIVERSIFIED TRUST CO | $537,353 | 5,441 | 0.06% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $507,528 | 5,139 | 0.06% | Shares |
| Joel Isaacson & Co., LLC | $480,764 | 4,868 | 0.05% | Shares |
| Quadrature Capital Ltd | $476,319 | 4,823 | 0.05% | Shares |
| PFG Investments, LLC | $468,616 | 4,745 | 0.05% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $467,431 | 4,733 | 0.05% | Shares |
Company insiders 26 insiders · 12 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark R Defazio | President and CEO | July 23, 2024 S | 124,156 | 0 | 0 | $0 |
| Daniel F Dougherty | EVP & Chief Financial Officer | July 23, 2026 P | 33,197 | 1 | 0 | $89,980 |
| Dixiana M Berrios | EVP and COO | March 1, 2024 F | 16,959 | 0 | 0 | $0 |
| Gerard A Perri | EVP and COO | Jan. 31, 2018 P | 2,224 | 0 | 0 | $0 |
| Nick Rosenberg | Executive Vice President | July 1, 2026 S | 22,202 | 0 | 4 | $-225,770 |
| Scott Lublin | EVP and CLO | Dec. 19, 2024 S | 52,253 | 0 | 0 | $0 |
| Norman Scott | SVP and CCO | Oct. 21, 2024 S | 11,732 | 0 | 0 | $0 |
| Gerald David Bonnar | SVP, Controller, CAO & PAO | March 1, 2024 F | 10,727 | 0 | 0 | $0 |
| Frederik F Erikson | EVP and General Counsel | March 1, 2024 A | 1,835 | 0 | 0 | $0 |
| Laura Capra | EVP/Head of Retail Banking | March 1, 2024 F | 34,801 | 0 | 0 | $0 |
| Karen Rojeski | SVP&Chief Credit Risk Officer | Jan. 1, 2018 F | 9,683 | 0 | 0 | $0 |
| Michael A Guarino | SVP and Legal Counsel | Jan. 1, 2018 F | 9,317 | 0 | 0 | $0 |
| Harvey Gutman | Director | May 29, 2026 S | 18,243 | 0 | 1 | $-268,740 |
| Chaya Pamula | Director | Oct. 24, 2024 P | 6,513 | 0 | 0 | $0 |
| George J Wolf Jr | Director | June 10, 2024 P | 27,995 | 0 | 0 | $0 |
| Katrina Robinson | Director | Jan. 24, 2024 A | 6,063 | 0 | 0 | $0 |
| William Reinhardt | Director | Jan. 24, 2024 A | 18,780 | 0 | 0 | $0 |
| David J Gold | Director | Jan. 24, 2024 A | 24,731 | 0 | 0 | $0 |
| Mark H Goldberg | Director | May 29, 2018 A | 52,266 | 0 | 0 | $0 |
| Robert I Usdan | Director | May 29, 2018 A | 817 | 0 | 0 | $0 |
| David M Gavrin | Director | May 29, 2018 A | 50,665 | 0 | 0 | $0 |
| Robert C Patent | — | Aug. 10, 2026 S | 76,185 | 0 | 9 | $-3,698,225 |
| Dale C Fredston | — | Jan. 23, 2026 A | 16,668 | 0 | 0 | $0 |
| Anthony J Fabiano | — | Jan. 23, 2026 A | 15,180 | 1 | 0 | $9,977 |
| Maria F Ramirez | — | Jan. 23, 2026 A | 34,557 | 0 | 0 | $0 |
| Terence J Mitchell | — | Jan. 23, 2026 A | 15,730 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Patriot Financial Partners III, L.P., Patriot Financial Partners GP III, L.P., Patriot Financial Partners GP III, LLC, W. Kirk Wycoff, James F. Deutsch ×3 filings | Sept. 19, 2023 | — | Initial filing | Passive investment | SEC |
| Endicott Opportunity Partners IV, L.P., Endicott Management Company, W.R. Endicott IV, L.L.C., Wayne K. Goldstein (in the capacity described herein), Robert I. Usdan (in the capacity described herein) ×2 filings | Nov. 5, 2021 | — | Initial filing | Board campaign | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 53 ETFs
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 |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0.98% | 3,293 NS | April 30, 2026 | N-PORT |
| SVAL · iShares Trust | 0.40% | 8,912 SH | Aug. 8, 2026 | Daily |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.38% | 18,434 SH | Aug. 8, 2026 | Daily |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.24% | 2,655 NS | May 31, 2026 | N-PORT |
| IWC · iShares Trust | 0.24% | 38,288 SH | Aug. 8, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.23% | 12,718 NS | April 30, 2026 | N-PORT |
| SMLF · iShares Trust | 0.13% | 58,688 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.11% | 9,539 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.10% | 129 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.09% | 270,199 NS | May 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.09% | 23,706 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.08% | 25,033 NS | May 31, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.07% | 8,015 NS | May 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.06% | 12,675 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.05% | 79,919 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.05% | 7,324 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.04% | 13,502 SH | Aug. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.04% | 62,028 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.04% | 31,927 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.03% | 291,695 SH | Aug. 8, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 1,027 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.03% | 2,385 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.03% | 64,286 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 40,744 NS | April 30, 2026 | N-PORT |
| RSSL · Global X Funds | 0.02% | 3,838 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.02% | 53,324 NS | May 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 2,939 SH | Aug. 8, 2026 | Daily |
| ITWO · ProShares Trust | 0.02% | 416 NS | May 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.02% | 25,717 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.02% | 486 SH | Aug. 8, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.01% | 547 NS | April 30, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.01% | 3,022 NS | April 30, 2026 | N-PORT |
| UWM · ProShares Trust | 0.01% | 327 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 128,813 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 17,678 SH | Aug. 8, 2026 | Daily |
| URTY · ProShares Trust | 0.01% | 333 NS | May 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 560 SH | Aug. 8, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 25,924 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 381 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 954 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,196 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 8 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 3,953 NS | May 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 602 NS | April 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 3,087 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 4,303 NS | April 30, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 15,367 SH | Aug. 8, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 6,457 NS | May 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 2,508 SH | Aug. 8, 2026 | Daily |
| SMIZ · Zacks Trust | 0.00% | 25 NS | May 31, 2026 | N-PORT |