AROW Arrow Financial Corporation - Common Stock
$39,00
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$26–$43
78% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$43
+11% upside
P/E (TTM)
11.8
ROE
—
Margen de Beneficio Neto
—
Acerca de Arrow Financial Corporation - Common Stock Descripción general de la empresa de Wikipedia
AROW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$39.00
Capitalización Bursátil
—
P/E (TTM)
11.8
BPA (TTM)
$2.65
Ingresos (TTM)
—
Rendimiento div.
—
ROE
—
Deuda/Capital
—
Rango 52S
$26 – $43
AROW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$2.65
2022-12-31
→
2025-12-31
Flujo de caja libre
—
2022-12-31
→
2024-12-31
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AROW
Mediana de Pares
P/E (TTM)
11.8
12.7
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AROW
Mediana de Pares
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AROW
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AROW
Mediana de Pares
Revenue YoY (Ingresos interanuales)
17.6%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
3.7%
—
EPS YoY (EPS interanual)
49.7%
—
Net Income YoY (Beneficio Neto interanual)
47.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AROW
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 11 de agosto de 2026 | $0,3000 |
| 12 de mayo de 2026 | $0,3000 |
| 11 de febrero de 2026 | $0,3000 |
| 12 de noviembre de 2025 | $0,2900 |
| 11 de agosto de 2025 | $0,2900 |
| 13 de mayo de 2025 | $0,2800 |
| 10 de febrero de 2025 | $0,2800 |
| 15 de octubre de 2024 | $0,2800 |
| 12 de agosto de 2024 | $0,2700 |
| 10 de mayo de 2024 | $0,2700 |
| 9 de febrero de 2024 | $0,2700 |
| 30 de noviembre de 2023 | $0,2700 |
| 31 de agosto de 2023 | $0,2700 |
| 1 de junio de 2023 | $0,2700 |
| 2 de marzo de 2023 | $0,2700 |
| 30 de noviembre de 2022 | $0,2700 |
| 31 de agosto de 2022 | $0,2621 |
| 31 de mayo de 2022 | $0,2621 |
| 28 de febrero de 2022 | $0,2621 |
| 1 de diciembre de 2021 | $0,2524 |
AROW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 2 22,2%
- Compra 4 44,4%
- Mantener 3 33,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-19
Mediana
$42.00
Media
$43.33
← Por Debajo de Todos los Objetivos
$39.00
Mín
$42.00
Máx
$46.00
Objetivo mediano
$42.00
+7,7%
Objetivo medio
$43.33
+11,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.66 | $0.54 | 0.12% |
| 31 de marzo de 2026 | $0.82 | $0.81 | 0.01% |
| 31 de diciembre de 2025 | $0.85 | $0.83 | 0.02% |
| 30 de septiembre de 2025 | $0.77 | $0.73 | 0.04% |
| 30 de junio de 2025 | $0.65 | $0.57 | 0.08% |
| 31 de marzo de 2025 | $0.38 | $0.43 | -0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AROW | — | 11.8 | 17.6% | — | — | — |
| CCB | $1.73B | 37.4 | -6.8% | 8.7% | 9.9% | — |
| TCBX | $528M | 10.0 | 21.9% | 31.7% | 12.9% | — |
| WASH | $562M | 10.9 | 127.6% | 22.8% | 9.8% | — |
| CARE | $434M | 14.2 | 4.7% | 154.4% | 7.6% | — |
| PFIS | $487M | 8.3 | 39.7% | 31.5% | 11.7% | — |
| CWBC | $431M | 11.2 | 25.6% | 26.0% | 9.7% | — |
| BCAL | $605M | 9.7 | 41.0% | 35.0% | 11.2% | — |
| MSBI | — | — | — | — | — | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | $77M | $83M | $58M | $11M | $5M | $13M | $22M | $12M | $7M | $5M | $5M | $6M | |
| Interest Income | $184M | $171M | $142M | $113M | $105M | $100M | $95M | $82M | $70M | $63M | $57M | $53M | |
| Income Tax | $11M | $8M | $7M | $14M | $15M | $11M | $10M | $9M | $11M | $11M | $11M | $10M | |
| Net Income | $44M | $30M | $30M | $49M | $50M | $41M | $37M | $36M | $29M | $27M | $25M | $23M | |
| EPS (Basic) | $2.65 | $1.77 | $1.77 | $2.86 | $2.93 | $2.49 | $2.36 | $2.37 | $1.99 | $1.87 | $1.80 | $1.76 | |
| EPS (Diluted) | $2.65 | $1.77 | $1.77 | $2.86 | $2.92 | $2.49 | $2.36 | $2.36 | $1.98 | $1.86 | $1.80 | $1.76 | |
| Shares (Basic) | 16,503,000 | 16,739,000 | 17,037,000 | 17,008,000 | 16,994,000 | 16,406,000 | 15,849,000 | 15,285,000 | 14,739,000 | 14,206,000 | 13,680,000 | 13,242,000 | |
| Shares (Diluted) | 16,505,000 | 16,745,000 | 17,037,000 | 17,059,000 | 17,052,000 | 16,422,000 | 15,896,000 | 15,370,000 | 14,838,000 | 14,297,000 | 13,730,000 | 13,272,000 |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $84M | $73M | $57M | $51M | $46M | |
| PP&E (Net) | $55M | $55M | $55M | $52M | $41M | $38M | $35M | $30M | $28M | $27M | $27M | $28M | |
| PP&E (Gross) | $111M | $107M | $104M | $97M | $84M | $78M | $74M | $67M | $63M | $60M | $59M | $58M | |
| Accum. Depreciation | $56M | $52M | $49M | $45M | $42M | $40M | $38M | $37M | $35M | $33M | $32M | $30M | |
| Goodwill | $24M | $24M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Intangibles | $2M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $4M | |
| Total Assets | $4.45B | $4.31B | $4.17B | $3.97B | $4.03B | $3.69B | $3.18B | $2.99B | $2.76B | $2.61B | $2.45B | $2.22B | |
| Short-term Debt | $4M | $9M | $26M | $55M | $0 | $17M | $181M | $289M | $170M | $159M | $105M | $60M | |
| Total Liabilities | $4.01B | $3.91B | $3.79B | $3.62B | $3.66B | $3.35B | $2.88B | $2.72B | $2.51B | $2.37B | $2.23B | $2.02B | |
| Long-term Debt | $4M | $9M | $6M | $28M | $45M | $45M | $30M | $45M | $55M | $55M | $55M | $10M | |
| Total Debt | · | $9M | $26M | $27M | $0 | $17M | $181M | $289M | $170M | $159M | $105M | $60M | |
| Common Stock | $22M | $22M | $22M | $21M | $21M | $20M | $20M | $19M | $18M | $18M | $17M | $17M | |
| Paid-in Capital | $415M | $413M | $413M | $400M | $378M | $354M | $335M | $315M | $290M | $271M | $251M | $240M | |
| Retained Earnings | $102M | $77M | $66M | $65M | $54M | $42M | $33M | $29M | $29M | $29M | $32M | $29M | |
| Treasury Stock | $103M | $93M | $87M | $84M | $82M | $81M | $80M | $79M | $79M | $77M | $77M | $77M | |
| AOCI | $-4M | $-18M | $-33M | $-50M | $347.0K | $-816.0K | $-6M | $-14M | $-9M | $-7M | $-8M | $-7M | |
| Stockholders' Equity | $432M | $401M | $380M | $354M | $371M | $334M | $302M | $270M | $250M | $233M | $214M | $201M | |
| Liabilities + Equity | $4.45B | $4.31B | $4.17B | $3.97B | $4.03B | $3.69B | $3.18B | $2.99B | $2.76B | $2.61B | $2.45B | $2.22B | |
| Shares Outstanding | 16,445,342 | 16,742,921 | · | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $5M | $7M | $8M | $8M | $7M | $6M | $5M | $5M | $6M | $6M | $7M | |
| Stock-based Comp | $683.0K | $314.0K | $605.0K | $451.0K | $414.0K | $301.0K | $316.0K | $322.0K | $351.0K | $287.0K | $308.0K | $360.0K | |
| Deferred Tax | $193.0K | $-789.0K | $2M | $-1M | $945.0K | $-2M | $344.0K | $-92.0K | $-2M | $-283.0K | $1M | $-299.0K | |
| Amort. of Intangibles | $526.0K | $455.0K | $390.0K | $428.0K | $468.0K | $332.0K | $359.0K | $437.0K | $500.0K | $557.0K | $587.0K | $648.0K | |
| Operating Cash Flow | $41M | $34M | $21M | $60M | $68M | $42M | $44M | $42M | $38M | $35M | $29M | $31M | |
| CapEx | $5M | $6M | $7M | $14M | $7M | $5M | $8M | $5M | $3M | $1M | $2M | $1M | |
| Investing Cash Flow | $-61M | $-89M | $-83M | $-393M | $-275M | $-187M | $-192M | $-228M | $-149M | $-158M | $-230M | $-68M | |
| Stock Repurchased | $10M | $7M | $4M | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $1M | $2M | |
| Net Stock Activity | · | $-7M | $-4M | $-3M | $-3M | $-2M | $-2M | $-2M | $-3M | $-2M | $-1M | $-2M | |
| Dividends Paid | · | · | · | $17M | $16M | $16M | $15M | $14M | $14M | $13M | $13M | $12M | |
| Financing Cash Flow | $80M | $66M | $140M | $-60M | $283M | $456M | $134M | $197M | $126M | $129M | $205M | $33M | |
| Net Change in Cash | $60M | $12M | $78M | $-393M | $77M | $311M | $-14M | $11M | $15M | $6M | $5M | $-4M | |
| Taxes Paid | $19M | $9M | $7M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $29M | $13M | $45M | $61M | $37M | $36M | $37M | $35M | $33M | $27M | $29M |
Rentabilidad 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 22.1% | 22.4% | 32.7% | 34.9% | 31.0% | 32.1% | 32.1% | 27.9% | 26.7% | 26.2% | 26.1% | |
| ROA | · | 0.70% | 0.71% | 1.2% | 1.2% | 1.1% | 1.2% | 1.2% | 1.1% | 1.0% | 1.0% | 1.1% | |
| ROE | · | 7.5% | 8.1% | 14.0% | 13.6% | 12.4% | 12.6% | 13.6% | 11.9% | 11.5% | 11.6% | 11.7% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.0 | 0.1 | 0.1 | 0.0 | 0.1 | 0.6 | 1.1 | 0.7 | 0.7 | 0.5 | 0.3 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.6% | 3.1% | -9.6% | 1.2% | 8.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.1% | -1.9% | -0.33% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 3.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 49.7% | 0.00% | -38.1% | -2.1% | 17.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -2.5% | -15.4% | -10.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 47.9% | -1.2% | -38.4% | -2.1% | 22.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -3.4% | -15.8% | -9.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.5% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $158M | $135M | $131M | $144M | $143M | $132M | $117M | $113M | $105M | $99M | $94M | $89M | |
| Net Income TTM | $44M | $30M | $30M | $49M | $50M | $41M | $37M | $36M | $29M | $27M | $25M | $23M | |
| P/E | 11.8 | 16.2 | 15.8 | 11.9 | 11.7 | 11.7 | 15.6 | 12.8 | 15.7 | 19.3 | 13.4 | 13.6 | |
| P / Tangible Book | 1.3 | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.4% | 6.2% | 6.3% | 8.4% | 8.5% | 8.6% | 6.4% | 7.8% | 6.4% | 5.2% | 7.5% | 7.3% | |
| Payout Ratio | · | · | · | 35.8% | 32.7% | 38.6% | 40.6% | 39.7% | 46.4% | 49.3% | 51.5% | · | |
| Annual Payout | · | · | · | $17M | $16M | $16M | $15M | $14M | $14M | $13M | $13M | $12M |
Estado de resultados 8
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | $18M | $18M | $19M | $19M | $19M | $19M | $21M | $21M | $21M | $20M | $19M | $17M | $14M | $8M | $5M | $3M | |
| Interest Income | $47M | $47M | $47M | $47M | $46M | $45M | $45M | $44M | $42M | $40M | $39M | $37M | $35M | $32M | $31M | $30M | |
| Income Tax | $3M | $4M | $3M | $4M | $3M | $2M | $752.0K | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Net Income | $11M | $13M | $14M | $13M | $11M | $6M | $4M | $9M | $9M | $8M | $8M | $8M | $6M | $9M | $12M | $12M | |
| EPS (Basic) | $0.66 | $0.82 | $0.85 | $0.77 | $0.65 | $0.38 | $0.26 | $0.54 | $0.52 | $0.45 | $0.46 | $0.46 | $0.35 | $0.50 | $0.66 | $0.72 | |
| EPS (Diluted) | $0.66 | $0.82 | $0.85 | $0.77 | $0.65 | $0.38 | $0.27 | $0.53 | $0.52 | $0.45 | $0.46 | $0.46 | $0.35 | $0.50 | $0.66 | $0.72 | |
| Shares (Basic) | 16,428,000 | 16,382,000 | -33,109,000 | 16,402,000 | 16,545,000 | 16,665,000 | -33,521,000 | 16,710,000 | 16,685,000 | 16,865,000 | -34,111,000 | 17,050,000 | 17,050,000 | 17,048,000 | -33,004,000 | 17,007,000 | |
| Shares (Diluted) | 16,467,000 | 16,403,000 | -33,125,000 | 16,406,000 | 16,551,000 | 16,673,000 | -33,573,000 | 16,742,000 | 16,709,000 | 16,867,000 | -34,123,000 | 17,050,000 | 17,050,000 | 17,060,000 | -33,096,000 | 17,054,000 |
Balance general 18
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | $55M | · | · | · | $55M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $111M | · | · | · | $107M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $56M | · | · | · | $52M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Intangibles | · | · | $2M | · | · | · | $2M | · | · | · | $1M | · | · | · | $2M | · | |
| Total Assets | $4.48B | $4.52B | $4.45B | $4.59B | $4.41B | $4.45B | $4.31B | $4.41B | $4.24B | $4.33B | · | $4.27B | $4.10B | $4.11B | · | $4.23B | |
| Short-term Debt | $310M | $4M | $4M | $4M | $9M | · | $9M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $4.04B | $4.08B | $4.01B | $4.17B | $4.01B | $4.04B | $3.91B | $4.02B | $3.86B | $3.96B | · | $3.91B | $3.74B | $3.75B | · | $3.89B | |
| Long-term Debt | · | · | $4M | · | · | · | $9M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $310M | $4M | · | $4M | $9M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | · | $22M | $21M | $21M | · | $21M | |
| Paid-in Capital | $415M | $414M | $415M | $414M | $414M | $413M | $413M | $413M | $413M | $413M | · | $412M | $401M | $401M | · | $399M | |
| Retained Earnings | $117M | $111M | $102M | $93M | $85M | $79M | $77M | $77M | $73M | $69M | · | $63M | $71M | $69M | · | $58M | |
| Treasury Stock | $103M | $102M | $103M | $103M | $102M | $96M | $93M | $93M | $93M | $93M | · | $85M | $85M | $85M | · | $84M | |
| AOCI | $-5M | $-5M | $-4M | $-9M | $-11M | $-14M | $-18M | $-26M | $-32M | $-33M | · | $-53M | $-48M | $-44M | · | $-49M | |
| Stockholders' Equity | $446M | $440M | $432M | $418M | $409M | $404M | $401M | $393M | $383M | $378M | $380M | $360M | $361M | $363M | $354M | $346M | |
| Liabilities + Equity | $4.48B | $4.52B | $4.45B | $4.59B | $4.41B | $4.45B | $4.31B | $4.41B | $4.24B | $4.33B | · | $4.27B | $4.10B | $4.11B | · | $4.23B | |
| Shares Outstanding | 16,545,170 | 16,526,929 | 16,445,342 | · | · | · | 16,742,921 | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo 11
| Métrica | Tendencia | 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 | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $323.0K | $228.0K | $136.0K | $125.0K | $297.0K | $125.0K | $87.0K | $63.0K | $81.0K | $83.0K | $88.0K | $270.0K | $125.0K | $122.0K | $113.0K | $114.0K | |
| Deferred Tax | $-849.0K | $-2M | $14.0K | $302.0K | $731.0K | $-854.0K | $-534.0K | $-3.0K | $7.0K | $-259.0K | $2M | $71.0K | $-962.0K | $891.0K | $-582.0K | $-342.0K | |
| Operating Cash Flow | $16M | $15M | $6M | $15M | $10M | $10M | $6M | $9M | $9M | $10M | $-16M | $11M | $12M | $13M | $12M | $18M | |
| CapEx | $4M | $1M | $1M | $739.0K | $2M | $1M | $2M | $1M | $2M | $1M | $607.0K | $1M | $2M | $3M | $3M | $5M | |
| Investing Cash Flow | $-57M | $-15M | $-23M | $-50M | $7M | $5M | $-90M | $33M | $6M | $-38M | $-2M | $-52M | $-23M | $-6M | $-50M | $-107M | |
| Stock Repurchased | $370.0K | $113.0K | $154.0K | $1M | $5M | $3M | $265.0K | $54.0K | $510.0K | $6M | $3M | $0 | $0 | $848.0K | $151.0K | $108.0K | |
| Net Stock Activity | · | $-113.0K | · | · | · | $-3M | · | · | · | $-6M | · | · | · | $-848.0K | · | · | |
| Financing Cash Flow | $-57M | $71M | $-166M | $164M | $-50M | $132M | $-101M | $98M | $-98M | $167M | $-134M | $162M | $-20M | $131M | $-271M | $246M | |
| Net Change in Cash | $-99M | $71M | $-183M | $129M | $-33M | $147M | $-186M | $140M | $-82M | $140M | $-152M | $121M | $-30M | $139M | $-309M | $156M | |
| Free Cash Flow | · | $14M | · | · | · | $9M | · | · | · | $9M | · | · | · | $11M | · | · |
Rentabilidad 3
| Métrica | Tendencia | 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 | 26.5% | 30.5% | · | 30.5% | 27.3% | 18.5% | · | 25.2% | 24.6% | 22.3% | · | 23.2% | 18.5% | 24.6% | · | 31.4% | |
| ROA | 0.25% | 0.30% | · | 0.29% | 0.25% | 0.14% | · | 0.21% | 0.21% | 0.18% | · | 0.18% | 0.15% | 0.21% | · | 0.29% | |
| ROE | 2.6% | 3.2% | · | 3.2% | 2.7% | 1.6% | · | 2.4% | 2.3% | 2.1% | · | 2.2% | 1.7% | 2.4% | · | 3.5% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.0 | · | 0.0 | 0.0 | · | · | · | · | · | · | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 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 |
Valoración (TTM) 10
| Métrica | Tendencia | 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 | $167M | $160M | · | $151M | $144M | $138M | · | $137M | $134M | $134M | · | $139M | $143M | $146M | · | $148M | |
| Net Income TTM | $48M | $43M | · | $39M | $35M | $32M | · | $33M | $30M | $30M | · | $35M | $39M | $45M | · | $50M | |
| Market Cap | $678M | $555M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 14.1 | 12.8 | · | 12.1 | 12.7 | 14.0 | · | 14.6 | 14.6 | 14.2 | · | 8.4 | 8.8 | 9.2 | · | 9.7 | |
| P/S | 4.1 | 3.5 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.5 | 1.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.6 | 1.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 36.4 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / FCF | · | 39.8 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 7.1% | 7.8% | · | 8.2% | 7.9% | 7.1% | · | 6.8% | 6.8% | 7.0% | · | 11.9% | 11.4% | 10.8% | · | 10.3% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Beneficio neto | $44M | $30M | $30M | — | — |
| EPS Diluido | $2.65 | $1.77 | $1.77 | — | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | 0.0 | 0.1 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | $29M | $13M | — | — |
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Propietarios institucionales (13F) 154 declarantes · $320.7M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 29 (+9 vs trimestre anterior) | 14 (-2 vs trimestre anterior) | 55 (+4 vs trimestre anterior) | 34 (-2 vs trimestre anterior) | +2.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Arrow Financial Corp | $76 239 883 | 1 859 963 | 23,77% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $28 252 194 | 689 246 | 8,81% | Acciones |
| Rhino Investment Partners, Inc | $26 079 514 | 847 563 | 8,13% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $25 566 242 | 623 719 | 7,97% | Acciones |
| STATE STREET CORP | $20 089 117 | 490 098 | 6,26% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $17 748 260 | 432 990 | 5,53% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $14 464 985 | 352 799 | 4,51% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7 785 600 | 189 939 | 2,43% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $7 653 694 | 186 721 | 2,39% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6 117 307 | 149 239 | 1,91% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $5 937 852 | 144 861 | 1,85% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5 609 973 | 136 862 | 1,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 156 501 | 125 799 | 1,61% | Acciones |
| Rockefeller Capital Management L.P. | $4 948 011 | 120 712 | 1,54% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $4 739 592 | 115 628 | 1,48% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 938 155 | 96 076 | 1,23% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $3 095 155 | 75 510 | 0,97% | Acciones |
| VANGUARD GROUP INC | $2 892 568 | 92 120 | 0,90% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $2 655 906 | 64 794 | 0,83% | Acciones |
| JOHNSON INVESTMENT COUNSEL INC | $2 549 250 | 62 192 | 0,79% | Acciones |
| FMR LLC | $2 494 160 | 60 848 | 0,78% | Acciones |
| Bank of New York Mellon Corp | $2 432 511 | 59 344 | 0,76% | Acciones |
| CITADEL ADVISORS LLC | $2 426 116 | 59 188 | 0,76% | Acciones |
| TRUST CO OF VERMONT | $2 228 421 | 54 365 | 0,69% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 168 700 | 52 908 | 0,68% | Acciones |
| Quantinno Capital Management LP | $1 714 752 | 41 833 | 0,53% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 583 157 | 50 419 | 0,49% | Acciones |
| HighTower Advisors, LLC | $1 445 322 | 35 260 | 0,45% | Acciones |
| Integrated Quantitative Investments LLC | $1 275 773 | 31 124 | 0,40% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $1 236 135 | 30 157 | 0,39% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 149 605 | 28 046 | 0,36% | Acciones |
| SummerHaven Investment Management, LLC | $1 130 258 | 27 574 | 0,35% | Acciones |
| Forty-three Eighteen Advisors, LLC | $1 099 598 | 26 826 | 0,34% | Acciones |
| Gallagher Fiduciary Advisors, LLC | $1 029 077 | 25 106 | 0,32% | Acciones |
| Atria Investments, Inc | $1 024 699 | 24 999 | 0,32% | Acciones |
| MORGAN STANLEY | $1 003 107 | 24 472 | 0,31% | Acciones |
| CITIZENS FINANCIAL GROUP INC/RI | $1 003 066 | 24 471 | 0,31% | Acciones |
| Private Advisor Group, LLC | $999 993 | 24 396 | 0,31% | Acciones |
| BANK OF AMERICA CORP /DE/ | $957 609 | 23 362 | 0,30% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $857 690 | 20 924 | 0,27% | Acciones |
| RHUMBLINE ADVISERS | $854 797 | 20 853 | 0,27% | Acciones |
| Legato Capital Management LLC | $818 816 | 19 976 | 0,26% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $741 326 | 22 083 | 0,23% | Acciones |
| GOLDMAN SACHS GROUP INC | $705 356 | 17 208 | 0,22% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $696 256 | 16 986 | 0,22% | Acciones |
| Midwest Trust Co | $690 845 | 16 854 | 0,22% | Acciones |
| XTX Topco Ltd | $679 040 | 16 566 | 0,21% | Acciones |
| DEUTSCHE BANK AG\ | $657 111 | 16 031 | 0,20% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $647 601 | 15 799 | 0,20% | Acciones |
| ALPS ADVISORS INC | $633 132 | 15 446 | 0,20% | Acciones |
| EDMP, INC. | $583 575 | 14 237 | 0,18% | Acciones |
| WELLS FARGO & COMPANY/MN | $564 350 | 13 768 | 0,18% | Acciones |
| PRUDENTIAL FINANCIAL INC | $441 298 | 10 766 | 0,14% | Acciones |
| FRANKLIN RESOURCES INC | $438 552 | 10 699 | 0,14% | Acciones |
| IEQ CAPITAL, LLC | $434 658 | 10 604 | 0,14% | Acciones |
| Washington Trust Advisors, Inc. | $422 607 | 10 310 | 0,13% | Acciones |
| MetLife Investment Management, LLC | $404 202 | 9 861 | 0,13% | Acciones |
| Sequoia Financial Advisors, LLC | $401 621 | 9 798 | 0,13% | Acciones |
| Mariner, LLC | $393 360 | 9 596 | 0,12% | Acciones |
| STIFEL FINANCIAL CORP | $368 541 | 8 991 | 0,11% | Acciones |
| Odyssean, LLC | $350 137 | 8 542 | 0,11% | Acciones |
| Russell Investments Group, Ltd. | $349 808 | 8 534 | 0,11% | Acciones |
| IFG Advisory, LLC | $325 337 | 7 937 | 0,10% | Acciones |
| BlackRock, Inc. | $324 682 | 7 921 | 0,10% | Acciones |
| Brandywine Global Investment Management, LLC | $317 140 | 10 100 | 0,10% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $310 335 | 7 571 | 0,10% | Acciones |
| Rafferty Asset Management, LLC | $297 300 | 7 253 | 0,09% | Acciones |
| BARCLAYS PLC | $292 096 | 7 126 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $272 624 | 6 651 | 0,09% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $270 042 | 6 588 | 0,08% | Acciones |
| Invesco Ltd. | $266 763 | 6 508 | 0,08% | Acciones |
| StoneX Group Inc. | $256 843 | 6 739 | 0,08% | Acciones |
| Corient Private Wealth LP | $253 075 | 6 174 | 0,08% | Acciones |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $245 940 | 6 000 | 0,08% | Acciones |
| FIRST TRUST ADVISORS LP | $238 807 | 5 826 | 0,07% | Acciones |
| Squarepoint Ops LLC | $232 167 | 5 664 | 0,07% | Acciones |
| Integrated Wealth Concepts LLC | $229 965 | 5 610 | 0,07% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $223 477 | 5 452 | 0,07% | Acciones |
| LPL Financial LLC | $217 329 | 5 302 | 0,07% | Acciones |
| Aptus Capital Advisors, LLC | $214 214 | 5 226 | 0,07% | Acciones |
| One Day In July LLC | $211 549 | 5 161 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $210 525 | 5 136 | 0,07% | Acciones |
| Aquatic Capital Management LLC | $205 975 | 5 025 | 0,06% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $203 187 | 4 957 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $201 671 | 4 920 | 0,06% | Acciones |
| Plante Moran Financial Advisors, LLC | $201 056 | 4 905 | 0,06% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $188 554 | 4 600 | 0,06% | Acciones |
| CWM, LLC | $119 241 | 3 552 | 0,04% | Acciones |
| OSAIC HOLDINGS, INC. | $106 424 | 2 595 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $106 246 | 2 592 | 0,03% | Acciones |
| ADIRONDACK TRUST CO | $100 646 | 2 456 | 0,03% | Acciones |
| UBS Group AG | $73 659 | 1 797 | 0,02% | Acciones |
| Pinnacle Wealth Planning Services, Inc. | $71 528 | 1 745 | 0,02% | Acciones |
| Legal & General Group Plc | $65 748 | 1 604 | 0,02% | Acciones |
| Clean Yield Group | $59 763 | 1 458 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $54 230 | 1 323 | 0,02% | Acciones |
| Tower Research Capital LLC (TRC) | $52 795 | 1 288 | 0,02% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $48 286 | 1 178 | 0,02% | Acciones |
| CITIGROUP INC | $47 548 | 1 160 | 0,01% | Acciones |
| SIGNATUREFD, LLC | $47 507 | 1 159 | 0,01% | Acciones |
Informantes de la empresa 34 insiders · 7 directivos · 24 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David S. Demarco | President & CEO | 17 de agosto de 2026 M | 94 859 | 0 | 0 | $0 |
| Thomas J. Murphy | President & CEO | 1 de febrero de 2023 A | 58 919 | 0 | 0 | $0 |
| Edward J Campanella | SVP, Treasurer & CFO | 26 de enero de 2022 A | — | 0 | 0 | $0 |
| Terry R Goodemote | EVP & CFO | 25 de enero de 2017 A | 15 786 | 0 | 0 | $0 |
| Andrew J Wise | SEVP, Chief Risk Officer | 6 de febrero de 2024 P | 9 829 | 0 | 0 | $0 |
| David D Kaiser | SVP | 3 de noviembre de 2023 P | 5 982 | 0 | 0 | $0 |
| Gerard R Bilodeau | SVP & Corporate Secretary | 15 de diciembre de 2001 M | 2 967 | 0 | 0 | $0 |
| Mark Behan | Consejero | 17 de agosto de 2026 M | 10 851 | 0 | 1 | $-158 605 |
| Darrin Jahnel | Consejero | 17 de junio de 2026 J | 821 | 0 | 0 | $0 |
| Daniel James White | Consejero | 17 de junio de 2026 J | 8 234 | 0 | 0 | $0 |
| James M Dawsey | Consejero | 17 de junio de 2026 J | 20 596 | 0 | 0 | $0 |
| Philip C Morris | Consejero | 17 de junio de 2026 J | 8 744 | 0 | 0 | $0 |
| Kristine D Duffy | Consejero | 17 de junio de 2026 J | 6 408 | 0 | 0 | $0 |
| Tenee R Casaccio | Consejero | 17 de junio de 2026 J | 28 660 | 0 | 0 | $0 |
| Colin L Read | Consejero | 17 de junio de 2026 J | 33 583 | 0 | 0 | $0 |
| Gregory J Champion | Consejero | 17 de junio de 2026 J | 12 000 | 0 | 0 | $0 |
| David G Kruczlnicki | Consejero | 17 de junio de 2026 J | 60 619 | 0 | 0 | $0 |
| William L Owens | Consejero | 29 de mayo de 2024 A | 16 493 | 0 | 0 | $0 |
| Elizabeth Miller | Consejero | 10 de enero de 2024 J | 32 406 | 0 | 0 | $0 |
| Thomas L Hoy | Consejero | 26 de mayo de 2023 G | 22 444 | 0 | 0 | $0 |
| Michael B Clarke | Consejero | 29 de junio de 2022 G | 13 998 | 0 | 0 | $0 |
| Richard J Dmd Reisman | Consejero | 14 de abril de 2021 J | 18 644 | 0 | 0 | $0 |
| David L Moynehan | Consejero | 31 de enero de 2018 A | 41 842 | 0 | 0 | $0 |
| John J Carusone JR | Consejero | 25 de enero de 2017 A | 7 532 | 0 | 0 | $0 |
| John J Murphy | Consejero | 26 de mayo de 2016 J | 43 591 | 0 | 0 | $0 |
| Elizabeth Oc Little | Consejero | 27 de enero de 2016 A | 18 266 | 0 | 0 | $0 |
| Mary Elizabeth T Fitzgerald | Consejero | 26 de noviembre de 2013 J | 10 341 | 0 | 0 | $0 |
| Herbert O Carpenter | Consejero | 30 de enero de 2013 A | 14 806 | 0 | 0 | $0 |
| Jan Eric O Bergstedt | Consejero | 29 de noviembre de 2007 J | 2 466 | 0 | 0 | $0 |
| Michael F Massiano | Consejero | 30 de noviembre de 2006 J | 27 499 | 0 | 0 | $0 |
| Raymond F O'Conor | — | 4 de agosto de 2026 M | 31 085 | 0 | 0 | $0 |
| Gary C Dake | — | 9 de abril de 2025 J | 64 635 | 0 | 0 | $0 |
| Kenneth C Hopper MD | — | 4 de junio de 2009 J | 23 104 | 0 | 0 | $0 |
| John C Van Leeuwen | — | 18 de diciembre de 2002 M | 14 441 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 37 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| BFOR · ALPS ETF Trust | 0,26% | 15 160 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,16% | 2 418 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,15% | 55 770 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,05% | 334 619 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 158 578 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 32 438 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 14 325 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 9 711 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 95 249 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1 799 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,02% | 456 965 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 94 799 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,02% | 767 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 54 441 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 68 716 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 7 989 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 164 814 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 26 536 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 600 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 15 686 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 607 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 39 342 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 635 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 15 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 443 NS | 31 de mayo de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,00% | 471 SH | 8 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 1 548 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 6 652 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 36 749 SH | 8 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 3 615 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 063 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 5 157 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 582 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 9 966 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 16 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 444 987 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 202 SH | 8 de agosto de 2026 | Diario |