Valuation & Ratios 07–12

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

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · industry median · verdict relative to median

Institutional owners (13F) 8 filers · $49.1M total · As of June 30, 2026

17

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 8
Value held $49.1M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 0 (-1 vs prior Q) 5 (+2 vs prior Q) 0 (0 vs prior Q) +177K

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
Confluence Wealth Services, Inc. $40,512,683 592,947 82.54% Shares
ST GERMAIN D J CO INC $5,074,856 74,276 10.34% Shares
CRA Financial Services, LLC $2,080,631 30,452 4.24% Shares
GOLDMAN SACHS GROUP INC $683,243 10,000 1.39% Shares
Fiduciary Alliance LLC $361,367 5,289 0.74% Shares
CITADEL ADVISORS LLC $287,304 4,205 0.59% Shares
Ancora Advisors LLC $59,096 865 0.12% Shares
Hara Capital LLC $20,497 300 0.04% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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