BVFL BV Financial, Inc. - Common Stock
$21,88
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 12, 2026
Rango 52S
$15–$22
96% of range
Calificación del Analista
—
Precio Objetivo
—
P/E (TTM)
15.3
ROE
7.1%
Margen de Beneficio Neto
34.1%
BVFL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$21.88
Capitalización Bursátil
$194M
P/E (TTM)
15.3
BPA (TTM)
$1.43
Ingresos (TTM)
—
Rendimiento div.
—
ROE
7.1%
Deuda/Capital
—
Rango 52S
$15 – $22
BVFL 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
$1.43
2022-12-31
→
2025-12-31
Flujo de caja libre
$19M
2023-12-31
→
2025-12-31
Márgenes
34.1%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
BVFL
Mediana de Pares
P/E (TTM)
15.3
15.2
P/S (TTM) (P/V (TTM))
4.9
1.8
P/B (P/C)
1.1
1.0
Price / FCF (Precio / FCF)
10.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
BVFL
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
34.1%
23.8%
ROA
1.5%
0.74%
ROE
7.1%
5.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
BVFL
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
BVFL
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.6%
—
EPS YoY (EPS interanual)
31.2%
—
Net Income YoY (Beneficio Neto interanual)
15.1%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
BVFL
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 |
|---|---|
| 28 de diciembre de 2018 | $0,0327 |
| 30 de octubre de 2018 | $0,0327 |
| 7 de agosto de 2018 | $0,0327 |
| 3 de marzo de 2010 | $0,0327 |
| 4 de diciembre de 2009 | $0,0327 |
| 2 de septiembre de 2009 | $0,0327 |
| 3 de junio de 2009 | $0,0327 |
| 4 de marzo de 2009 | $0,0327 |
| 4 de diciembre de 2008 | $0,0327 |
| 4 de septiembre de 2008 | $0,0327 |
| 3 de junio de 2008 | $0,0327 |
| 4 de marzo de 2008 | $0,0327 |
| 4 de diciembre de 2007 | $0,0327 |
| 5 de septiembre de 2007 | $0,0327 |
| 6 de junio de 2007 | $0,0327 |
| 6 de marzo de 2007 | $0,0327 |
| 28 de noviembre de 2006 | $0,0327 |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BVFL | $161M | 12.7 | 5.1% | 34.1% | 7.1% | — |
| CLST | $64M | 28.1 | 95.4% | 18.4% | 2.5% | — |
| HFBL | $42M | 10.8 | 17.5% | 298.4% | 7.1% | — |
| NSTS | $68M | — | -1.6% | -153.2% | -0.49% | — |
| 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 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Interest Expense | · | · | $9M | $3M | |
| Interest Income | $50M | $47M | $43M | $33M | |
| Pretax Income | $19M | $16M | $19M | $15M | |
| Income Tax | $5M | $5M | $5M | $4M | |
| Net Income | $13M | $12M | $14M | $11M | |
| EPS (Basic) | $1.44 | $1.10 | $1.47 | $1.32 | |
| EPS (Diluted) | $1.43 | $1.09 | $1.47 | $1.32 | |
| Shares (Basic) | 9,380,000 | 10,679,000 | 9,303,000 | 7,950,000 | |
| Shares (Diluted) | 9,458,000 | 10,710,000 | 9,341,000 | 7,972,000 |
Balance general 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $56M | $70M | $74M | $69M | |
| PP&E (Net) | $12M | $13M | $14M | $15M | |
| PP&E (Gross) | $19M | $19M | $19M | $19M | |
| Accum. Depreciation | $6M | $6M | $5M | $4M | |
| Goodwill | $14M | $14M | $14M | $14M | |
| Intangibles | $651.0K | $831.0K | $1M | $1M | |
| Total Assets | $912M | $912M | $885M | $845M | |
| Total Liabilities | $728M | $716M | $686M | $747M | |
| Long-term Debt | $35M | $50M | $37M | $49M | |
| Common Stock | $88.0K | $106.0K | $114.0K | $74.0K | |
| Retained Earnings | $123M | $109M | $98M | $85M | |
| AOCI | $-1M | $-2M | $-2M | $-2M | |
| Stockholders' Equity | $184M | $195M | $199M | $98M | |
| Liabilities + Equity | $912M | $912M | $885M | $845M | |
| Shares Outstanding | 8,852,813 | 10,645,284 | 11,375,803 | 7,958,904 |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Stock-based Comp | $4M | $2M | $357.0K | $258.0K | |
| Deferred Tax | $1M | $-58.0K | $207.0K | $308.0K | |
| Amort. of Intangibles | $180.0K | $181.0K | $183.0K | $183.0K | |
| Operating Cash Flow | $19M | $16M | $15M | $10M | |
| CapEx | $237.0K | $611.0K | $155.0K | $502.0K | |
| Investing Cash Flow | $-13M | $-32M | $-35M | $-28M | |
| Stock Issued | · | · | $98M | $0 | |
| Stock Repurchased | $30M | $18M | · | · | |
| Net Stock Activity | $-30M | $-18M | $98M | · | |
| Financing Cash Flow | $-21M | $13M | $25M | $-24M | |
| Taxes Paid | $3M | $6M | · | · | |
| Free Cash Flow | $19M | $15M | $15M | · | |
| Levered FCF | · | · | $8M | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | 34.1% | 31.1% | 36.1% | · | |
| Pretax Margin | 47.6% | 43.5% | 49.0% | · | |
| ROA | 1.5% | 1.3% | 1.6% | · | |
| ROE | 7.1% | 5.8% | 7.0% | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -0.75% | 6.8% | · | |
| Revenue CAGR 3Y | 3.6% | · | · | · | |
| EPS YoY | 31.2% | -25.9% | 11.4% | · | |
| EPS CAGR 3Y | 2.7% | · | · | · | |
| Net Income YoY | 15.1% | -14.5% | 30.2% | · | |
| Net Income CAGR 3Y | 8.6% | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $40M | $38M | $38M | · | |
| Net Income TTM | $13M | $12M | $14M | · | |
| Market Cap | $161M | $183M | $161M | · | |
| P/E | 12.7 | 15.8 | 9.6 | · | |
| P/S | 4.1 | 4.9 | 4.2 | · | |
| P/B | 0.9 | 0.9 | 0.8 | · | |
| P / Tangible Book | 1.0 | 1.0 | 0.9 | · | |
| P / Cash Flow | 8.4 | 11.4 | 10.6 | · | |
| P / FCF | 8.5 | 11.9 | 10.7 | · | |
| Earnings Yield | 7.9% | 6.3% | 10.4% | · |
Estado de resultados 9
| 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 | · | · | · | · | · | · | · | · | $3M | $3M | · | $3M | $2M | $1M | $908.0K | $816.0K | |
| Interest Income | $12M | $12M | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $11M | $11M | $12M | $11M | $10M | $9M | $9M | |
| Pretax Income | $5M | $2M | $7M | $5M | $4M | $3M | $3M | $5M | $5M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | |
| Income Tax | $1M | $961.0K | $2M | $1M | $1M | $599.0K | $895.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Net Income | $3M | $1M | $5M | $4M | $3M | $2M | $2M | $4M | $3M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | |
| EPS (Basic) | $0.43 | $0.13 | $0.53 | $0.41 | $0.29 | $0.21 | $0.19 | $0.35 | $0.32 | $0.24 | $0.24 | $0.35 | $0.49 | $0.39 | $0.29 | $0.33 | |
| EPS (Diluted) | $0.42 | $0.13 | $0.52 | $0.41 | $0.29 | $0.21 | $0.18 | $0.35 | $0.32 | $0.24 | $0.24 | $0.35 | $0.49 | $0.39 | $0.29 | $0.33 | |
| Shares (Basic) | 8,013,000 | 8,157,000 | · | · | 9,859,000 | 9,895,000 | · | · | · | · | · | · | · | · | · | · | |
| Shares (Diluted) | 8,253,000 | 8,157,000 | -19,375,000 | 9,079,000 | 9,914,000 | 9,989,000 | -21,332,000 | 10,752,000 | 10,652,000 | 10,638,000 | -17,203,000 | 10,600,000 | 7,977,000 | 7,967,000 | 7,949,243 | 7,957 |
Balance general 15
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $69M | $75M | $56M | $64M | $56M | $71M | $70M | $94M | $91M | $79M | $74M | $114M | $110M | $65M | $69M | · | |
| PP&E (Net) | $12M | $12M | $12M | $13M | $13M | $13M | $13M | $13M | $14M | $14M | $14M | $14M | $14M | $15M | $15M | · | |
| PP&E (Gross) | · | · | $19M | · | · | · | $19M | · | · | · | $19M | · | · | · | $19M | · | |
| Accum. Depreciation | · | · | $6M | · | · | · | $6M | · | · | · | $5M | · | · | · | $4M | · | |
| Goodwill | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | · | |
| Intangibles | $561.0K | $606.0K | $651.0K | $696.0K | $741.0K | $786.0K | $831.0K | $876.0K | $922.0K | $967.0K | $1M | $1M | $1M | $1M | $1M | · | |
| Total Assets | $878M | $911M | $912M | $909M | $908M | $922M | $912M | $893M | $897M | $893M | $885M | $931M | $921M | $858M | $845M | · | |
| Total Liabilities | $695M | $727M | $728M | $719M | $710M | $724M | $716M | $683M | $692M | $691M | $686M | $736M | $816M | $757M | $747M | · | |
| Long-term Debt | · | · | $35M | $35M | $35M | $50M | $50M | $35M | $35M | $35M | $37M | $75M | $75M | $75M | $49M | · | |
| Common Stock | $85.0K | $87.0K | $88.0K | · | · | · | $106.0K | · | · | · | $114.0K | · | · | · | $74.0K | · | |
| Retained Earnings | $128M | $124M | $123M | $118M | $114M | $112M | $109M | $108M | $104M | $100M | $98M | $95M | $91M | $87M | $85M | · | |
| AOCI | $-1M | $-1M | $-1M | $-1M | $-1M | $-1M | $-2M | $-1M | $-2M | $-2M | $-2M | $-3M | $-2M | $-2M | $-2M | · | |
| Stockholders' Equity | $183M | $184M | $184M | $190M | $198M | $198M | $195M | $210M | $205M | $202M | $199M | $195M | $104M | $101M | $98M | · | |
| Liabilities + Equity | $878M | $911M | $912M | $909M | $908M | $922M | $912M | $893M | $897M | $893M | $885M | $931M | $921M | $858M | $845M | · | |
| Shares Outstanding | 8,520,245 | 8,750,737 | 8,852,813 | 9,536,094 | 10,318,418 | 10,594,044 | 10,645,284 | 11,701,785 | 11,387,723 | 11,375,803 | 11,375,803 | 11,375,803 | 7,430,095 | 7,424,595 | 7,958,904 | · |
Flujo de Efectivo 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $699.0K | $691.0K | $677.0K | $1M | $1M | $1M | $2M | $75.0K | $133.0K | $27.0K | $101.0K | $129.0K | $62.0K | $65.0K | $-225.0K | $370.0K | |
| Deferred Tax | $-149.0K | $173.0K | $2M | $-18.0K | $-348.0K | $-164.0K | $-381.0K | $211.0K | $-157.0K | $269.0K | $-138.0K | $120.0K | · | · | $119.0K | $2M | |
| Amort. of Intangibles | $45.0K | $45.0K | $45.0K | $45.0K | $45.0K | $45.0K | $46.0K | $45.0K | $45.0K | $45.0K | $45.0K | $46.0K | $46.0K | $46.0K | $46.0K | $46.0K | |
| Operating Cash Flow | $4M | $4M | $3M | $8M | $3M | $5M | $4M | $6M | $2M | $5M | $3M | $-49M | $57M | $4M | $2M | $5M | |
| CapEx | $110.0K | $7.0K | $-132.0K | $13.0K | $139.0K | $217.0K | $17.0K | $104.0K | $55.0K | $435.0K | $38.0K | $-12.0K | $80.0K | $49.0K | $293.0K | $21.0K | |
| Investing Cash Flow | $27M | $20M | $-9M | $6M | $-519.0K | $-10M | $-44M | $6M | $9M | $-3M | $6M | $-6M | $-17M | $-17M | $-5M | $-20M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $5M | $2M | $12M | $13M | $4M | $981.0K | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $-981.0K | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-37M | $-5M | $-2M | $-7M | $-17M | $6M | $16M | $-9M | $2M | $4M | $-50M | $60M | $5M | $10M | $-7M | $-12M | |
| Taxes Paid | $2M | $151.0K | $589.0K | $1M | $2M | $-173.0K | $2M | $2M | $2M | $269.0K | · | · | · | · | · | · | |
| Free Cash Flow | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $2M | · | · | · | $2M | · | · |
Rentabilidad 4
| 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 | 34.6% | 11.3% | · | 37.2% | 29.0% | 22.9% | · | 38.0% | 35.8% | 30.1% | · | 37.8% | 40.6% | 34.6% | · | · | |
| Pretax Margin | 47.3% | 21.3% | · | 51.5% | 39.9% | 29.4% | · | 52.4% | 49.6% | 42.1% | · | 52.1% | 54.3% | 47.8% | · | · | |
| ROA | 0.39% | 0.12% | · | 0.41% | 0.32% | 0.23% | · | 0.42% | 0.37% | 0.29% | · | 0.79% | 0.85% | 0.73% | · | · | |
| ROE | 1.8% | 0.57% | · | 1.9% | 1.4% | 1.1% | · | 1.9% | 2.2% | 1.7% | · | 3.8% | 7.5% | 6.2% | · | · |
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 | · | · |
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 | $40M | $39M | · | $39M | $39M | $37M | · | $38M | $37M | $37M | · | $37M | $35M | $34M | · | · | |
| Net Income TTM | $11M | $10M | · | $12M | $12M | $12M | · | $13M | $14M | $13M | · | $13M | $12M | $11M | · | · | |
| Market Cap | $180M | $167M | · | $154M | $157M | $162M | · | $180M | $136M | $118M | · | $115M | $87M | $114M | · | · | |
| P/E | 16.9 | 18.4 | · | 12.8 | 13.0 | 13.6 | · | 12.2 | 8.5 | 7.0 | · | 6.5 | 7.4 | 10.8 | · | · | |
| P/S | 4.6 | 4.3 | · | 3.9 | 4.1 | 4.3 | · | 4.8 | 3.6 | 3.2 | · | 3.1 | 2.5 | 3.4 | · | · | |
| P/B | 1.0 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.8 | 1.1 | · | · | |
| P / Tangible Book | 1.1 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 1.0 | 1.3 | · | · | |
| P / Cash Flow | · | 45.4 | · | · | · | 36.5 | · | · | · | 25.7 | · | · | · | 31.6 | · | · | |
| P / FCF | · | 45.5 | · | · | · | 38.3 | · | · | · | 28.4 | · | · | · | 32.0 | · | · | |
| Earnings Yield | 5.9% | 5.4% | · | 7.8% | 7.7% | 7.3% | · | 8.2% | 11.8% | 14.2% | · | 15.5% | 13.4% | 9.2% | · | · |
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 | 2022-12-31 | |
|---|---|---|---|---|
| Beneficio neto | $13M | $12M | $14M | $11M |
| EPS Diluido | $1.43 | $1.09 | $1.47 | $1.32 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Flujo de caja libre | $19M | $15M | $15M | — |
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Propietarios institucionales (13F) 72 declarantes · $52.9M 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 |
|---|---|---|---|---|
| 9 (-3 vs trimestre anterior) | 5 (0 vs trimestre anterior) | 24 (+10 vs trimestre anterior) | 19 (-3 vs trimestre anterior) | -166K |
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $14 640 837 | 764 934 | 27,70% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $6 479 767 | 305 938 | 12,26% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $3 138 615 | 148 158 | 5,94% | Acciones |
| GENDELL JEFFREY L | $2 991 929 | 141 262 | 5,66% | Acciones |
| Oppenheimer & Close, LLC | $2 849 409 | 134 533 | 5,39% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $2 513 706 | 118 683 | 4,76% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2 440 953 | 115 248 | 4,62% | Acciones |
| STATE STREET CORP | $2 134 902 | 100 798 | 4,04% | Acciones |
| STILWELL VALUE LLC | $1 694 400 | 80 000 | 3,21% | Acciones |
| Beartown Capital Management, LLC | $1 283 847 | 60 616 | 2,43% | Acciones |
| BlackRock, Inc. | $1 201 626 | 56 734 | 2,27% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $972 882 | 45 934 | 1,84% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $963 669 | 45 499 | 1,82% | Acciones |
| HSBC HOLDINGS PLC | $855 797 | 39 888 | 1,62% | Acciones |
| VANGUARD GROUP INC | $835 129 | 46 038 | 1,58% | Acciones |
| GOLDMAN SACHS GROUP INC | $780 123 | 36 833 | 1,48% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $600 983 | 28 375 | 1,14% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $532 656 | 25 149 | 1,01% | Acciones |
| BARCLAYS PLC | $480 468 | 22 685 | 0,91% | Acciones |
| STRS OHIO | $476 550 | 22 500 | 0,90% | Acciones |
| BANK OF AMERICA CORP /DE/ | $470 514 | 22 215 | 0,89% | Acciones |
| Empowered Funds, LLC | $469 116 | 22 149 | 0,89% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $464 710 | 21 941 | 0,88% | Acciones |
| COURIER CAPITAL LLC | $442 937 | 20 913 | 0,84% | Acciones |
| CITADEL ADVISORS LLC | $395 579 | 18 677 | 0,75% | Acciones |
| Saber Capital Managment, LLC | $366 711 | 17 314 | 0,69% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $320 262 | 15 121 | 0,61% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $308 508 | 14 566 | 0,58% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $286 862 | 13 544 | 0,54% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $244 777 | 11 557 | 0,46% | Acciones |
| RHUMBLINE ADVISERS | $203 555 | 9 611 | 0,39% | Acciones |
| Bank of New York Mellon Corp | $176 641 | 8 340 | 0,33% | Acciones |
| DEUTSCHE BANK AG\ | $140 360 | 6 627 | 0,27% | Acciones |
| Russell Investments Group, Ltd. | $94 716 | 4 472 | 0,18% | Acciones |
| Vanguard Global Advisers, LLC | $79 679 | 3 762 | 0,15% | Acciones |
| UBS Group AG | $72 986 | 3 446 | 0,14% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $70 212 | 3 315 | 0,13% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $66 188 | 3 125 | 0,13% | Acciones |
| CITIGROUP INC | $58 012 | 2 739 | 0,11% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $41 534 | 1 961 | 0,08% | Acciones |
| HARBOR INVESTMENT ADVISORY, LLC | $32 405 | 1 530 | 0,06% | Acciones |
| Tower Research Capital LLC (TRC) | $23 129 | 1 092 | 0,04% | Acciones |
| Blue Trust, Inc. | $22 663 | 1 070 | 0,04% | Acciones |
| NORTHERN TRUST CORP | $20 269 | 957 | 0,04% | Acciones |
| Ameritas Investment Partners, Inc. | $18 723 | 884 | 0,04% | Acciones |
| Legal & General Group Plc | $15 652 | 739 | 0,03% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $11 670 | 551 | 0,02% | Acciones |
| CWM, LLC | $9 340 | 488 | 0,02% | Acciones |
| FMR LLC | $8 917 | 421 | 0,02% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7 273 | 380 | 0,01% | Acciones |
| MORGAN STANLEY | $6 693 | 316 | 0,01% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $6 354 | 300 | 0,01% | Acciones |
| WELLS FARGO & COMPANY/MN | $5 867 | 277 | 0,01% | Acciones |
| Arax Advisory Partners | $4 850 | 229 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $4 000 | 195 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $3 048 | 144 | 0,01% | Acciones |
| Sterling Capital Management LLC | $2 711 | 128 | 0,01% | Acciones |
| JPMORGAN CHASE & CO | $1 770 | 83 | 0,00% | Acciones |
| GAMMA Investing LLC | $762 | 36 | 0,00% | Acciones |
| Essential Partners LLC | $572 | 27 | 0,00% | Acciones |
| Physician Wealth Advisors, Inc. | $530 | 25 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $466 | 22 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $234 | 11 | 0,00% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $211 | 11 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $148 | 7 | 0,00% | Acciones |
| IFP Advisors, Inc | $127 | 6 | 0,00% | Acciones |
| Covestor Ltd | $103 | 4 850 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $64 | 3 | 0,00% | Acciones |
| True Wealth Design, LLC | $43 | 2 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $21 | 1 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $19 | 1 | 0,00% | Acciones |
| Avion Wealth | $1 | 50 | 0,00% | Acciones |
Informantes de la empresa 12 insiders · 3 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michele Kelly | VP of Subsidiary Bank | 14 de noviembre de 2007 F | 983 | 0 | 0 | $0 |
| Daniel J Gallagher JR | SVP of Subsidiary Bank | 14 de noviembre de 2007 F | 1 097 | 0 | 0 | $0 |
| Edmund T Leonard | Chairman & Chief Financial Off | 29 de diciembre de 2006 G | 268 | 0 | 0 | $0 |
| Joseph S Galli | Consejero | 12 de junio de 2026 S | 0 | 0 | 15 | $-380 561 |
| Edmund J Kowalewski | Consejero | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Catherine M Staszak | Consejero | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Jerry S Sopher | Consejero | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Brian K Mchale | Consejero | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Robert R Kern JR | Consejero | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Michael J Birmingham III | Consejero | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Anthony J Narutowicz | — | 14 de noviembre de 2005 A | 2 221 | 0 | 0 | $0 |
| Carolyn M Mroz | — | 14 de noviembre de 2005 A | 10 368 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Persona informante no revelada | 21 de enero de 2005 | — | Presentación inicial | — | 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.
Propiedad de ETFs Mantenido por 22 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 | 0,03% | 23 431 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 13 383 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,01% | 70 905 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5 899 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 794 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,00% | 174 182 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,00% | 16 916 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 6 024 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 323 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 19 434 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 253 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 256 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 8 426 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 037 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 6 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 710 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 2 851 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 86 700 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 211 117 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 38 901 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 699 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 30 de abril de 2026 | N-PORT |