AVBC Avidia Bancorp, Inc. Common Stock
$22,40
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 13, 2026
Rango 52S
$14–$23
94% of range
Calificación del Analista
BUY
7 analysts
Precio Objetivo
$25
+12% upside
P/E (TTM)
-124.4
ROE
-1.1%
Margen de Beneficio Neto
-3.2%
AVBC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$22.40
Capitalización Bursátil
$450M
P/E (TTM)
-124.4
BPA (TTM)
$-0.18
Ingresos (TTM)
—
Rendimiento div.
—
ROE
-1.1%
Deuda/Capital
—
Rango 52S
$14 – $23
AVBC 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
$-0.18
2025-12-31
→
2025-12-31
Flujo de caja libre
$24M
2025-12-31
→
2025-12-31
Márgenes
-3.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AVBC
Mediana de Pares
P/E (TTM)
-124.4
12.8
P/S (TTM) (P/V (TTM))
4.3
1.9
P/B (P/C)
1.2
1.0
Price / FCF (Precio / FCF)
18.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AVBC
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
-3.2%
25.4%
ROA
-0.12%
1.0%
ROE
-1.1%
11.0%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AVBC
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
AVBC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
14.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AVBC
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 |
|---|---|
| 19 de mayo de 2026 | $0,0500 |
| 17 de febrero de 2026 | $0,0500 |
AVBC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
7 analistas
- Compra fuerte 2 28,6%
- Compra 4 57,1%
- Mantener 1 14,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
1 analistas · 2026-08-15
Mín
$25.00
Máx
$25.00
Objetivo mediano
$25.00
+11,6%
Objetivo medio
$25.00
+11,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.39 | $0.35 | 0.04% |
| 31 de marzo de 2026 | $0.32 | $0.31 | 0.01% |
| 31 de diciembre de 2025 | $0.29 | $0.31 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AVBC | $337M | -93.4 | 14.7% | -3.2% | -1.1% | — |
| WTBA | $376M | 11.6 | 19.4% | 34.2% | 12.8% | — |
| CBAN | $379M | 11.2 | 14.5% | 21.4% | 8.4% | — |
| CZNC | $359M | 12.3 | 13.3% | 19.1% | 7.5% | — |
| RBB | $352M | 11.3 | -2.4% | 618.3% | 6.1% | — |
| BMRC | $419M | -11.6 | -58.1% | -121.4% | -8.6% | — |
| PLBC | $311M | 9.8 | — | 30.1% | 13.0% | — |
| PBFS | $338M | 16.2 | 15.2% | 128.3% | 6.4% | — |
| ISTR | $262M | 12.5 | 7.5% | 25.4% | 8.2% | — |
| 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 |
|---|---|---|---|
| Interest Income | $131M | $124M | |
| Pretax Income | $-6M | $15M | |
| Income Tax | $-2M | $4M | |
| Net Income | $-3M | $11M | |
| EPS (Basic) | $-0.18 | · | |
| EPS (Diluted) | $-0.18 | · | |
| Shares (Basic) | 18,530,509 | · | |
| Shares (Diluted) | 18,530,509 | · |
Balance general 15
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $145M | $62M | |
| Short-term Investments | $130M | $47M | |
| PP&E (Net) | $29M | $28M | |
| PP&E (Gross) | $53M | $63M | |
| Accum. Depreciation | $24M | $35M | |
| Goodwill | $12M | $12M | |
| Total Assets | $2.84B | $2.66B | |
| Total Liabilities | $2.46B | $2.46B | |
| Common Stock | $201.0K | $0 | |
| Paid-in Capital | $195M | $0 | |
| Retained Earnings | $212M | $215M | |
| AOCI | $-13M | $-21M | |
| Stockholders' Equity | $379M | $194M | |
| Liabilities + Equity | $2.84B | $2.66B | |
| Shares Outstanding | 20,076,250 | 0 |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| D&A | $3M | $3M | |
| Deferred Tax | $-3M | $-543.0K | |
| Operating Cash Flow | $28M | $23M | |
| CapEx | $4M | $3M | |
| Investing Cash Flow | $-112M | $-71M | |
| Stock Issued | $186M | $0 | |
| Net Stock Activity | $186M | · | |
| Financing Cash Flow | $166M | $40M | |
| Taxes Paid | $3M | $4M | |
| Free Cash Flow | $24M | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Net Margin | -3.2% | · | |
| Pretax Margin | -5.5% | · | |
| ROA | -0.12% | · | |
| ROE | -1.1% | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.0 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 14.7% | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $104M | · | |
| Net Income TTM | $-3M | · | |
| Market Cap | $337M | · | |
| P/E | -93.4 | · | |
| P/S | 3.3 | · | |
| P/B | 0.9 | · | |
| P / Tangible Book | 0.9 | · | |
| P / Cash Flow | 11.9 | · | |
| P / FCF | 14.0 | · | |
| Earnings Yield | -1.1% | · |
Estado de resultados 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Interest Income | $33M | $34M | $34M | $34M | $32M | $31M | $31M | |
| Pretax Income | $9M | $8M | $8M | $-2M | $5M | $-17M | $5M | |
| Income Tax | $2M | $2M | $2M | $-1M | $1M | $-5M | $1M | |
| Net Income | $7M | $6M | $5M | $-907.0K | $4M | $-12M | $4M | |
| EPS (Basic) | $0.39 | $0.32 | $0.29 | $-0.05 | · | · | · | |
| EPS (Diluted) | $0.39 | $0.32 | $0.29 | $-0.05 | · | · | · | |
| Shares (Basic) | 18,577,444 | 18,557,370 | 10,060 | 18,520,449 | · | · | · | |
| Shares (Diluted) | 18,577,444 | 18,557,370 | 10,060 | 18,520,449 | · | · | · |
Balance general 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $70M | $93M | $145M | $112M | $309M | · | $62M | |
| Short-term Investments | $51M | $74M | $130M | $96M | $284M | · | $47M | |
| PP&E (Net) | $29M | $29M | $29M | $29M | $29M | $29M | $28M | |
| PP&E (Gross) | · | · | $53M | · | · | · | $63M | |
| Accum. Depreciation | · | · | $24M | · | · | · | $35M | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Total Assets | $2.78B | $2.81B | $2.84B | $2.79B | $2.96B | $2.71B | $2.66B | |
| Total Liabilities | $2.39B | $2.42B | $2.46B | $2.41B | $2.77B | $2.52B | $2.46B | |
| Common Stock | $201.0K | $201.0K | $201.0K | $201.0K | · | · | $0 | |
| Paid-in Capital | $195M | $195M | $195M | $195M | · | · | $0 | |
| Retained Earnings | $223M | $217M | $212M | $207M | $208M | $204M | $215M | |
| AOCI | $-14M | $-14M | $-13M | $-14M | $-16M | $-18M | $-21M | |
| Stockholders' Equity | $390M | $384M | $379M | $372M | $191M | $186M | $194M | |
| Liabilities + Equity | $2.78B | $2.81B | $2.84B | $2.79B | $2.96B | $2.71B | $2.66B | |
| Shares Outstanding | 20,076,250 | 20,076,250 | 20,076,250 | 20,076,250 | · | · | 0 |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| D&A | $665.0K | $676.0K | $647.0K | $633.0K | $618.0K | $658.0K | $667.0K | |
| Operating Cash Flow | $10M | $8M | $9M | $24M | $-2M | $-2M | $20M | |
| CapEx | $906.0K | $652.0K | $795.0K | $871.0K | $967.0K | $2M | $729.0K | |
| Investing Cash Flow | $6M | $-23M | $-24M | $-27M | $-15M | $-45M | $7M | |
| Stock Issued | · | · | $-368.0K | · | · | · | · | |
| Dividends Paid | $1M | $1M | · | · | · | · | · | |
| Financing Cash Flow | $-39M | $-38M | $48M | $-193M | $243M | $68M | $-23M | |
| Taxes Paid | $4M | $71.0K | $493.0K | $77.0K | $2M | $418.0K | $1M | |
| Free Cash Flow | · | $8M | · | · | · | $-4M | · |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | 24.0% | 21.2% | · | -3.2% | 15.0% | -50.5% | · | |
| Pretax Margin | 31.7% | 29.0% | · | -7.0% | 19.4% | -72.0% | · | |
| ROA | 0.25% | 0.22% | · | -0.07% | 0.26% | -0.86% | · | |
| ROE | 2.5% | 2.1% | · | -0.49% | 4.0% | -12.5% | · |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · |
Valoración (TTM) 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $112M | $105M | · | $100M | $93M | $91M | · | |
| Net Income TTM | $16M | $-3M | · | $-7M | $-3M | $-4M | · | |
| Market Cap | $421M | $395M | · | $300M | · | · | · | |
| P/S | 3.8 | 3.8 | · | 3.0 | · | · | · | |
| P/B | 1.1 | 1.0 | · | 0.8 | · | · | · | |
| P / Tangible Book | 1.1 | 1.1 | · | 0.8 | · | · | · | |
| P / Cash Flow | · | 47.1 | · | · | · | · | · | |
| P / FCF | · | 51.1 | · | · | · | · | · | |
| Payout Ratio | · | 16.7% | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Beneficio neto | $-3M | $11M |
| EPS Diluido | $-0.18 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Flujo de caja libre | $24M | — |
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Propietarios institucionales (13F) 85 declarantes · $86.3M 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 |
|---|---|---|---|---|
| 30 (+14 vs trimestre anterior) | 11 (+6 vs trimestre anterior) | 20 (+1 vs trimestre anterior) | 15 (+5 vs trimestre anterior) | +260K |
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $16 808 645 | 800 793 | 19,48% | Acciones |
| FJ Capital Management LLC | $10 437 445 | 497 258 | 12,10% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $7 854 040 | 374 081 | 9,10% | Acciones |
| STATE STREET CORP | $5 274 766 | 251 299 | 6,11% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $5 188 938 | 247 210 | 6,01% | Acciones |
| HENNESSY ADVISORS INC | $3 295 430 | 157 000 | 3,82% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 616 236 | 124 642 | 3,03% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 584 352 | 123 123 | 3,00% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 451 884 | 116 812 | 2,84% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 941 330 | 92 488 | 2,25% | Acciones |
| WHITE PINE CAPITAL LLC | $1 819 938 | 86 705 | 2,11% | Acciones |
| FRANKLIN RESOURCES INC | $1 437 752 | 68 497 | 1,67% | Acciones |
| Polaris Capital Management, LLC | $1 313 974 | 62 600 | 1,52% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 271 301 | 60 567 | 1,47% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 268 174 | 60 418 | 1,47% | Acciones |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1 125 946 | 53 642 | 1,31% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $991 505 | 47 237 | 1,15% | Acciones |
| Trexquant Investment LP | $944 676 | 45 006 | 1,10% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $938 169 | 44 696 | 1,09% | Acciones |
| MARSHALL WACE, LLP | $905 466 | 43 138 | 1,05% | Acciones |
| TWO SIGMA ADVISERS, LP | $832 095 | 49 500 | 0,96% | Acciones |
| STILWELL VALUE LLC | $734 650 | 35 000 | 0,85% | Acciones |
| Voleon Capital Management LP | $730 074 | 34 782 | 0,85% | Acciones |
| Freestone Capital Holdings, LLC | $729 535 | 34 756 | 0,85% | Acciones |
| BANK OF AMERICA CORP /DE/ | $703 039 | 33 494 | 0,81% | Acciones |
| GREAT OAK CAPITAL PARTNERS, LLC | $694 421 | 34 157 | 0,80% | Acciones |
| Arbiter Partners Capital Management LLC | $688 472 | 32 800 | 0,80% | Acciones |
| JPMORGAN CHASE & CO | $578 347 | 27 345 | 0,67% | Acciones |
| Oppenheimer & Close, LLC | $556 277 | 26 502 | 0,64% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $476 242 | 22 689 | 0,55% | Acciones |
| Point72 (DIFC) Ltd | $457 056 | 30 593 | 0,53% | Acciones |
| Russell Investments Group, Ltd. | $448 388 | 21 362 | 0,52% | Acciones |
| XTX Topco Ltd | $447 129 | 21 302 | 0,52% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $399 222 | 20 296 | 0,46% | Acciones |
| CITADEL ADVISORS LLC | $376 561 | 17 940 | 0,44% | Acciones |
| DEUTSCHE BANK AG\ | $375 301 | 17 880 | 0,44% | Acciones |
| Integrated Wealth Concepts LLC | $372 320 | 17 738 | 0,43% | Acciones |
| RHUMBLINE ADVISERS | $356 636 | 16 991 | 0,41% | Acciones |
| Bank of New York Mellon Corp | $339 492 | 16 174 | 0,39% | Acciones |
| Engineers Gate Manager LP | $323 666 | 15 420 | 0,38% | Acciones |
| LYNCH & ASSOCIATES/IN | $319 174 | 15 206 | 0,37% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $312 982 | 14 911 | 0,36% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $281 938 | 13 432 | 0,33% | Acciones |
| JANE STREET GROUP, LLC | $276 228 | 13 160 | 0,32% | Acciones |
| ROCKLAND TRUST CO | $265 440 | 12 646 | 0,31% | Acciones |
| Farther Finance Advisors, LLC | $251 880 | 12 000 | 0,29% | Acciones |
| SEI INVESTMENTS CO | $251 334 | 11 974 | 0,29% | Acciones |
| Nuveen, LLC | $251 334 | 11 974 | 0,29% | Acciones |
| Schonfeld Strategic Advisors LLC | $240 585 | 11 462 | 0,28% | Acciones |
| MetLife Investment Management, LLC | $234 521 | 11 173 | 0,27% | Acciones |
| CITIGROUP INC | $231 919 | 11 049 | 0,27% | Acciones |
| Intellus Advisors LLC | $209 900 | 10 000 | 0,24% | Acciones |
| MACKENZIE FINANCIAL CORP | $203 015 | 9 672 | 0,24% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $176 337 | 8 401 | 0,20% | Acciones |
| Invesco Ltd. | $153 311 | 7 304 | 0,18% | Acciones |
| Cubist Systematic Strategies, LLC | $151 405 | 10 134 | 0,18% | Acciones |
| Vanguard Global Advisers, LLC | $136 792 | 6 517 | 0,16% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $134 336 | 6 400 | 0,16% | Acciones |
| WELLS FARGO & COMPANY/MN | $130 600 | 6 222 | 0,15% | Acciones |
| UBS Group AG | $127 556 | 6 077 | 0,15% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $113 430 | 5 404 | 0,13% | Acciones |
| BARCLAYS PLC | $109 610 | 5 222 | 0,13% | Acciones |
| VANGUARD GROUP INC | $109 551 | 6 517 | 0,13% | Acciones |
| FLAGSHIP WEALTH ADVISORS, LLC | $104 950 | 5 000 | 0,12% | Acciones |
| STRS OHIO | $75 564 | 3 600 | 0,09% | Acciones |
| NORTHERN TRUST CORP | $60 367 | 2 876 | 0,07% | Acciones |
| Tower Research Capital LLC (TRC) | $41 434 | 1 974 | 0,05% | Acciones |
| Legal & General Group Plc | $37 782 | 1 800 | 0,04% | Acciones |
| Sachetta, LLC | $37 720 | 1 797 | 0,04% | Acciones |
| Ameritas Investment Partners, Inc. | $34 906 | 1 663 | 0,04% | Acciones |
| BlackRock, Inc. | $31 065 | 1 480 | 0,04% | Acciones |
| T. Rowe Price Investment Management, Inc. | $24 621 | 1 172 953 | 0,03% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21 872 | 1 042 | 0,03% | Acciones |
| ROYAL BANK OF CANADA | $16 000 | 776 | 0,02% | Acciones |
| Sterling Capital Management LLC | $7 745 | 369 | 0,01% | Acciones |
| MORGAN STANLEY | $3 673 | 175 | 0,00% | Acciones |
| Quarry LP | $3 295 | 157 | 0,00% | Acciones |
| EASTERN BANK | $2 582 | 123 | 0,00% | Acciones |
| Physician Wealth Advisors, Inc. | $1 386 | 66 | 0,00% | Acciones |
| FMR LLC | $924 | 44 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $739 | 35 205 | 0,00% | Acciones |
| Rialto Wealth Management, LLC | $693 | 33 | 0,00% | Acciones |
| Bare Financial Services, Inc | $609 | 29 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $321 | 15 246 | 0,00% | Acciones |
| Avion Wealth | $0 | 34 | 0,00% | Acciones |
Informantes de la empresa 6 insiders · 3 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert D Cozzone | President & CEO | 29 de mayo de 2026 P | 67 357 | 1 | 0 | $40 006 |
| Jonathan Michael Nelson | CFO and Treasurer | 3 de junio de 2026 P | 14 545 | 1 | 0 | $20 128 |
| Nicolas Karmelek | EVP and CRO | 27 de mayo de 2026 P | 7 727 | 2 | 0 | $628 |
| Michael O Gilles | Consejero | 15 de mayo de 2026 P | 5 000 | 3 | 0 | $57 210 |
| Kennedy O Saul | — | 11 de agosto de 2026 P | 10 050 | 6 | 0 | $127 733 |
| Joseph F Grimaldo | — | 11 de agosto de 2026 P | 44 655 | 1 | 0 | $99 803 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 10 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,09% | 62 394 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,03% | 170 696 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 15 939 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 105 447 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 307 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 345 009 SH | 8 de agosto de 2026 | Diario |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 8 092 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 210 485 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 571 050 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 737 SH | 8 de agosto de 2026 | Diario |