BWFG Bankwell Financial Group, Inc. - Common Stock
$66,98
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$40–$70
91% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$68
+1% upside
P/E (TTM)
15.2
ROE
12.0%
Margen de Beneficio Neto
1245.5%
BWFG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$66.98
Capitalización Bursátil
$534M
P/E (TTM)
15.2
BPA (TTM)
$4.45
Ingresos (TTM)
$3M
Rendimiento div.
1.2%
ROE
12.0%
Deuda/Capital
—
Rango 52S
$40 – $70
BWFG 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
$3M
2018-12-31
→
2025-12-31
BPA
$4.45
2016-12-31
→
2025-12-31
Flujo de caja libre
$27M
2018-12-31
→
2025-12-31
Márgenes
1245.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
BWFG
Mediana de Pares
P/E (TTM)
15.2
11.6
P/S (TTM) (P/V (TTM))
189.0
2.2
P/B (P/C)
1.8
1.2
Price / FCF (Precio / FCF)
19.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
BWFG
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
1245.5%
28.9%
ROA
1.1%
1.2%
ROE
12.0%
12.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
BWFG
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
BWFG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
44.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
38.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
29.1%
—
EPS YoY (EPS interanual)
261.8%
—
Net Income YoY (Beneficio Neto interanual)
260.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
BWFG
Mediana de Pares
Payout Ratio (Ratio de Pago)
17.8%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
1.2%
Ratio de Pago
17.8%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 10 de agosto de 2026 | $0,2000 |
| 8 de mayo de 2026 | $0,2000 |
| 10 de febrero de 2026 | $0,2000 |
| 10 de noviembre de 2025 | $0,2000 |
| 11 de agosto de 2025 | $0,2000 |
| 9 de mayo de 2025 | $0,2000 |
| 11 de febrero de 2025 | $0,2000 |
| 8 de noviembre de 2024 | $0,2000 |
| 12 de agosto de 2024 | $0,2000 |
| 9 de mayo de 2024 | $0,2000 |
| 12 de febrero de 2024 | $0,2000 |
| 9 de noviembre de 2023 | $0,2000 |
| 11 de agosto de 2023 | $0,2000 |
| 11 de mayo de 2023 | $0,2000 |
| 10 de febrero de 2023 | $0,2000 |
| 9 de noviembre de 2022 | $0,2000 |
| 12 de agosto de 2022 | $0,2000 |
| 12 de mayo de 2022 | $0,2000 |
| 11 de febrero de 2022 | $0,2000 |
| 10 de noviembre de 2021 | $0,1800 |
BWFG 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
2 analistas · 2026-08-13
Mediana
$67.50
Ahora
$66.98
Mín
$63.00
Máx
$72.00
Objetivo mediano
$67.50
+0,8%
Objetivo medio
$67.50
+0,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.15%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.52 | $1.31 | 0.21% |
| 31 de marzo de 2026 | $1.41 | $1.25 | 0.16% |
| 31 de diciembre de 2025 | $1.15 | $1.21 | -0.06% |
| 30 de septiembre de 2025 | $1.27 | $1.08 | 0.19% |
| 30 de junio de 2025 | $1.15 | $0.86 | 0.29% |
| 31 de marzo de 2025 | $0.87 | $0.75 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BWFG | $362M | 10.3 | 44.0% | 1245.5% | 12.0% | — |
| GCBC | $378M | 12.1 | 16.1% | 41.3% | 13.6% | — |
| CIVB | — | 8.4 | -0.52% | 242.9% | 9.8% | — |
| HBCP | $453M | 9.8 | 10.2% | 31.0% | 10.9% | — |
| BSRR | $434M | 10.5 | 2.5% | 27.3% | 11.8% | — |
| OBT | $382M | 8.6 | 18.1% | 32.7% | 15.5% | — |
| COFS | $443M | 14.7 | 63.6% | 12.4% | 6.3% | — |
| 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 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3M | $2M | $2M | $1M | $872.0K | $788.0K | $1M | $1M | |
| Interest Expense | · | · | $94M | $23M | $13M | $23M | $29M | $24M | |
| Interest Income | $198M | $192M | $188M | $118M | $81M | $77M | $83M | $80M | |
| Pretax Income | $48M | $13M | $48M | $48M | $34M | $7M | $23M | $21M | |
| Income Tax | $13M | $4M | $11M | $11M | $7M | $1M | $5M | $4M | |
| Net Income | $35M | $10M | $37M | $37M | $27M | $6M | $18M | $17M | |
| EPS (Basic) | $4.49 | $1.24 | $4.71 | $4.84 | $3.38 | $0.75 | $2.32 | $2.23 | |
| EPS (Diluted) | $4.45 | $1.23 | $4.67 | $4.79 | $3.36 | $0.75 | $2.31 | $2.21 | |
| Shares (Basic) | 7,750,191 | 7,710,076 | 7,587,768 | 7,563,363 | 7,706,407 | 7,728,328 | 7,757,355 | 7,722,175 | |
| Shares (Diluted) | 7,826,280 | 7,737,952 | 7,647,411 | 7,640,218 | 7,761,811 | 7,748,453 | 7,784,631 | 7,775,480 | |
| EBITDA | $4M | $4M | $4M | $3M | $4M | $3M | $3M | $2M |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Short-term Investments | $192M | $146M | $128M | $122M | $108M | $107M | $101M | $117M | |
| PP&E (Net) | · | · | · | · | · | $22M | $29M | $20M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $30M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $11M | |
| Goodwill | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Intangibles | · | · | · | · | $0 | $76.0K | $214.0K | $290.0K | |
| Total Assets | $3.36B | $3.27B | $3.22B | $3.25B | $2.46B | $2.25B | $1.88B | $1.87B | |
| Total Liabilities | $3.06B | $3.00B | $2.95B | $3.01B | $2.25B | $2.08B | $1.70B | $1.70B | |
| Common Stock | $120M | $119M | $118M | $115M | $118M | $121M | $121M | $121M | |
| Retained Earnings | $182M | $153M | $149M | $124M | $92M | $71M | $69M | $55M | |
| AOCI | $-216.0K | $-1M | $-2M | $-189.0K | $-9M | $-16M | $-8M | $-1M | |
| Stockholders' Equity | $301M | $271M | $266M | $238M | $202M | $177M | $182M | $174M | |
| Liabilities + Equity | $3.36B | $3.27B | $3.22B | $3.25B | $2.46B | $2.25B | $1.88B | $1.87B | |
| Shares Outstanding | 7,899,943 | 7,859,873 | 7,882,616 | 7,730,699 | 7,803,166 | 7,919,278 | 7,868,803 | 7,842,271 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $4M | $3M | $3M | $2M | |
| Stock-based Comp | $2M | $3M | $3M | $2M | $2M | $2M | $1M | $1M | |
| Deferred Tax | $-1M | $-469.0K | $-191.0K | $-2M | $2M | $-4M | $276.0K | $1M | |
| Amort. of Intangibles | · | · | · | · | · | · | $75.0K | $92.0K | |
| Other Non-cash | $-12M | $14M | $-11M | $41M | $857.0K | $-9M | $-16M | $-2M | |
| Operating Cash Flow | $28M | $30M | $32M | $83M | $35M | $-2M | $7M | $20M | |
| CapEx | $1M | $613.0K | $2M | $5M | · | · | $645.0K | $3M | |
| Investing Cash Flow | $-165M | $-34M | $-48M | $-811M | $-270M | $-22M | $19M | $-75M | |
| Stock Repurchased | $1M | $2M | $0 | $6M | $5M | $1M | $988.0K | $0 | |
| Net Stock Activity | $-1M | $-2M | $0 | $-6M | $-5M | $-1M | $-988.0K | · | |
| Dividends Paid | $6M | $6M | $6M | $6M | $5M | $4M | $4M | $4M | |
| Financing Cash Flow | $54M | $42M | $-70M | $739M | $171M | $355M | $-25M | $62M | |
| Net Change in Cash | $-83M | $38M | $-87M | $11M | $-65M | $332M | $-61.0K | $7M | |
| Taxes Paid | · | $5M | $12M | $12M | $5M | $4M | $3M | $4M | |
| Free Cash Flow | $27M | $29M | $30M | $78M | · | · | $6M | $17M | |
| Levered FCF | · | · | $-42M | $60M | · | · | $-17M | $-3M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 1245.5% | 497.7% | 2250.6% | 3491.5% | 3048.8% | 749.2% | 30.9% | 28.9% | |
| Pretax Margin | 1716.0% | 679.0% | 2949.2% | 4476.0% | 3883.1% | 926.5% | 38.9% | 35.1% | |
| EBITDA Margin | 144.5% | 192.3% | 222.4% | 314.0% | 410.9% | 415.7% | 5.7% | 2.8% | |
| ROA | 1.1% | 0.30% | 1.1% | 1.3% | 1.1% | 0.29% | 0.97% | 0.95% | |
| ROE | 12.0% | 3.6% | 14.0% | 15.9% | 13.4% | 3.4% | 10.2% | 10.0% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 44.0% | 20.5% | 52.0% | 22.9% | 10.7% | · | · | · | |
| Revenue CAGR 3Y | 38.1% | 31.1% | 27.4% | · | · | · | · | · | |
| Revenue CAGR 5Y | 29.1% | · | · | · | · | · | · | · | |
| EPS YoY | 261.8% | -73.7% | -2.5% | 42.6% | 348.0% | · | · | · | |
| EPS CAGR 3Y | -2.4% | -28.5% | 84.0% | · | · | · | · | · | |
| EPS CAGR 5Y | 42.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 260.3% | -73.4% | -2.1% | 40.8% | 350.3% | · | · | · | |
| Net Income CAGR 3Y | -2.0% | -28.4% | 83.8% | · | · | · | · | · | |
| Net Income CAGR 5Y | 42.9% | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 7.4% | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3M | $2M | $2M | $1M | $872.0K | $788.0K | $1M | $1M | |
| Net Income TTM | $35M | $10M | $37M | $37M | $27M | $6M | $18M | $17M | |
| Market Cap | $362M | $245M | $238M | $228M | $256M | $155M | $227M | $225M | |
| P/E | 10.3 | 25.3 | 6.5 | 6.1 | 9.8 | 26.1 | 12.5 | 13.0 | |
| P/S | 128.1 | 124.7 | 146.0 | 212.2 | 293.9 | 196.5 | 221.8 | 206.6 | |
| P/B | 1.2 | 0.9 | 0.9 | 1.0 | 1.3 | 0.9 | 1.2 | 1.3 | |
| P / Tangible Book | 1.2 | 0.9 | 0.9 | 1.0 | 1.3 | 0.9 | · | · | |
| P / Cash Flow | 12.8 | 8.2 | 7.5 | 2.8 | 7.4 | -102.4 | 34.2 | 11.3 | |
| P / FCF | 13.3 | 8.3 | 8.0 | 2.9 | · | · | 37.9 | 13.5 | |
| Dividend Yield | 1.7% | 2.6% | 2.6% | 2.7% | 2.0% | 2.8% | 1.8% | 1.7% | |
| Earnings Yield | 9.7% | 4.0% | 15.5% | 16.3% | 10.2% | 3.8% | 8.0% | 7.7% | |
| Payout Ratio | 17.8% | 64.3% | 17.0% | 16.5% | 18.9% | 74.3% | 22.4% | 21.6% | |
| Annual Payout | $6M | $6M | $6M | $6M | $5M | $4M | $4M | $4M |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $665.0K | $780.0K | $771.0K | $779.0K | $674.0K | $602.0K | $589.0K | $575.0K | $495.0K | $304.0K | $688.0K | $294.0K | $361.0K | $286.0K | $343.0K | $240.0K | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $27M | · | $26M | $23M | $19M | $13M | $5M | |
| Interest Income | $52M | $51M | $51M | $51M | $49M | $48M | $48M | $48M | $48M | $48M | $49M | $48M | $47M | $44M | $40M | $30M | |
| Pretax Income | $16M | $14M | $14M | $13M | $12M | $9M | $4M | $3M | $1M | $5M | $11M | $13M | $10M | $14M | $11M | $12M | |
| Income Tax | $4M | $3M | $5M | $3M | $3M | $2M | $1M | $786.0K | $356.0K | $1M | $3M | $3M | $2M | $3M | $3M | $2M | |
| Net Income | $12M | $11M | $9M | $10M | $9M | $7M | $3M | $2M | $1M | $4M | $9M | $10M | $8M | $10M | $8M | $9M | |
| EPS (Basic) | $1.55 | $1.42 | $1.17 | $1.28 | $1.15 | $0.88 | $0.38 | $0.24 | $0.14 | $0.48 | $1.10 | $1.25 | $1.02 | $1.34 | $1.04 | $1.19 | |
| EPS (Diluted) | $1.52 | $1.41 | $1.16 | $1.27 | $1.14 | $0.87 | $0.37 | $0.24 | $0.14 | $0.48 | $1.07 | $1.25 | $1.02 | $1.33 | $1.02 | $1.18 | |
| Shares (Basic) | 7,856,210 | 7,724,253 | -15,472,389 | 7,774,887 | 7,777,469 | 7,670,224 | -15,416,160 | 7,715,040 | 7,747,675 | 7,663,521 | -15,158,568 | 7,598,230 | 7,593,417 | 7,554,689 | -15,184,077 | 7,553,718 | |
| Shares (Diluted) | 7,980,973 | 7,800,935 | -15,578,854 | 7,844,785 | 7,819,828 | 7,740,521 | -15,394,510 | 7,720,895 | 7,723,888 | 7,687,679 | -15,204,756 | 7,633,934 | 7,601,562 | 7,616,671 | -15,305,851 | 7,612,421 | |
| EBITDA | · | $1M | · | · | · | $974.0K | · | · | · | $940.0K | · | · | · | $884.0K | · | · |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Short-term Investments | $206M | $188M | $192M | $128M | $143M | $136M | $146M | $146M | $138M | $126M | $128M | $116M | $118M | $121M | $122M | $113M | |
| Goodwill | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Total Assets | $3.48B | $3.37B | $3.36B | $3.24B | $3.24B | $3.18B | $3.27B | $3.16B | $3.14B | $3.16B | $3.22B | $3.25B | $3.25B | $3.25B | $3.25B | $2.72B | |
| Total Liabilities | $3.15B | $3.06B | $3.06B | $2.95B | $2.95B | $2.91B | $3.00B | $2.89B | $2.87B | $2.89B | $2.95B | $2.99B | $3.00B | $3.01B | $3.01B | $2.49B | |
| Common Stock | $122M | $121M | $120M | $119M | $119M | $118M | $119M | $118M | $118M | $118M | $118M | $117M | $117M | $116M | $115M | $115M | |
| Retained Earnings | $202M | $191M | $182M | $174M | $165M | $158M | $153M | $151M | $151M | $151M | $149M | $142M | $134M | $128M | $124M | $117M | |
| AOCI | $-570.0K | $-475.0K | $-216.0K | $-570.0K | $-903.0K | $-1M | $-1M | $-2M | $-2M | $-2M | $-2M | $-2M | $-2M | $-1M | $-189.0K | $-200.0K | |
| Stockholders' Equity | $324M | $312M | $301M | $293M | $283M | $275M | $271M | $268M | $267M | $268M | $266M | $258M | $249M | $242M | $238M | $232M | |
| Liabilities + Equity | $3.48B | $3.37B | $3.36B | $3.24B | $3.24B | $3.18B | $3.27B | $3.16B | $3.14B | $3.16B | $3.22B | $3.25B | $3.25B | $3.25B | $3.25B | $2.72B | |
| Shares Outstanding | 7,973,180 | 7,973,180 | 7,899,943 | 7,877,443 | 7,873,387 | 7,888,013 | 7,859,873 | 7,858,573 | 7,866,499 | 7,908,180 | 7,882,616 | 7,841,616 | 7,829,950 | 7,843,438 | 7,730,699 | 7,711,843 |
Flujo de Efectivo 16
| 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 | $1M | $1M | $974.0K | $970.0K | $934.0K | $931.0K | $940.0K | $940.0K | $903.0K | $896.0K | $884.0K | $890.0K | $886.0K | |
| Stock-based Comp | $937.0K | $1M | $763.0K | $657.0K | $681.0K | $243.0K | $679.0K | $623.0K | $622.0K | $1M | $1M | $640.0K | $666.0K | $702.0K | $470.0K | $634.0K | |
| Deferred Tax | $1M | $0 | $-1M | $0 | $-224.0K | $176.0K | $-601.0K | $2M | $-2M | $282.0K | $-77.0K | $562.0K | $-1M | $472.0K | $-2M | $-1M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | · | $-6M | · | · | · | $-4M | · | · | · | $3M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | $10M | $8M | $8M | $10M | $6M | $4M | $14M | $-557.0K | $7M | $9M | $-527.0K | $13M | $13M | $7M | $18M | $18M | |
| CapEx | $191.0K | $470.0K | $265.0K | $404.0K | $378.0K | $97.0K | $46.0K | $115.0K | $369.0K | $83.0K | $246.0K | $144.0K | $948.0K | $707.0K | $611.0K | $628.0K | |
| Investing Cash Flow | $-108M | $-19M | $-183M | $-34M | $-31M | $83M | $-96M | $17M | $10M | $35M | $45M | $5M | $-17M | $-82M | $-398M | $-236M | |
| Stock Repurchased | $0 | $150.0K | $0 | $0 | $422.0K | $912.0K | $0 | $231.0K | $986.0K | $920.0K | $0 | $0 | $0 | $0 | $0 | $2M | |
| Net Stock Activity | · | $-150.0K | · | · | · | $-912.0K | · | · | · | $-920.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $84M | $4M | $106M | $-3M | $42M | $-90M | $98M | $24M | $-14M | $-66M | $-33M | $-22M | $-11M | $-4M | $513M | $269M | |
| Net Change in Cash | $-15M | $-7M | $-70M | $-27M | $18M | $-3M | $16M | $40M | $4M | $-22M | $11M | $-4M | $-15M | $-78M | $133M | $52M | |
| Taxes Paid | · | · | · | $2M | $3M | $515.0K | · | $2M | $3M | $426.0K | $2M | $3M | $7M | $162.0K | $3M | $3M | |
| Free Cash Flow | · | $7M | · | · | · | $4M | · | · | · | $9M | · | · | · | $6M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $-8M | · | · |
Rentabilidad 5
| 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 | 1860.5% | 1445.5% | · | 1293.7% | 1348.4% | 1144.2% | · | 335.0% | · | 1237.8% | · | 3325.5% | 2211.4% | 3629.0% | · | 3822.5% | |
| Pretax Margin | 2451.1% | 1842.2% | · | 1730.3% | 1752.7% | 1489.5% | · | 471.6% | · | 1671.7% | · | 4371.1% | 2817.7% | 4737.8% | · | 4829.6% | |
| EBITDA Margin | · | 141.7% | · | · | · | 161.8% | · | · | · | 309.2% | · | · | · | 309.1% | · | · | |
| ROA | 0.37% | 0.34% | · | 0.31% | 0.28% | 0.22% | · | 0.06% | · | 0.12% | · | 0.33% | 0.28% | 0.36% | · | 0.37% | |
| ROE | 4.1% | 3.8% | · | 3.6% | 3.3% | 2.5% | · | 0.73% | · | 1.5% | · | 4.0% | 3.4% | 4.6% | · | 4.3% |
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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3M | $3M | · | $3M | $2M | $2M | · | $2M | $1M | $1M | · | $1M | $1M | $1M | · | $928.0K | |
| Net Income TTM | $43M | $37M | · | $28M | $19M | $14M | · | $17M | $23M | $32M | · | $37M | $40M | $40M | · | $36M | |
| Market Cap | $468M | $387M | · | $349M | $284M | $238M | · | $235M | · | $205M | · | $190M | $191M | $195M | · | $224M | |
| P/E | 11.0 | 10.3 | · | 12.5 | 15.0 | 17.4 | · | 14.2 | 8.8 | 6.4 | · | 5.1 | 4.8 | 4.9 | · | 6.3 | |
| P/S | 161.6 | 136.5 | · | 132.5 | 120.9 | 120.5 | · | 141.1 | · | 164.8 | · | 161.1 | 168.0 | 192.1 | · | 241.9 | |
| P/B | 1.4 | 1.2 | · | 1.2 | 1.0 | 0.9 | · | 0.9 | · | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 1.0 | |
| P / Tangible Book | 1.5 | 1.3 | · | 1.2 | 1.0 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 1.0 | |
| P / Cash Flow | · | 50.1 | · | · | · | 60.7 | · | · | · | 22.7 | · | · | · | 27.4 | · | · | |
| P / FCF | · | 53.3 | · | · | · | 62.2 | · | · | · | 22.9 | · | · | · | 30.4 | · | · | |
| Earnings Yield | 9.1% | 9.7% | · | 8.0% | 6.7% | 5.7% | · | 7.0% | 11.4% | 15.7% | · | 19.7% | 20.8% | 20.5% | · | 15.9% | |
| Payout Ratio | · | 14.0% | · | · | · | 22.8% | · | · | · | 42.0% | · | · | · | 15.0% | · | · |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $3M | $2M | $2M | $1M | $872.0K |
| Beneficio neto | $35M | $10M | $37M | $37M | $27M |
| EPS Diluido | $4.45 | $1.23 | $4.67 | $4.79 | $3.36 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $27M | $29M | $30M | $78M | — |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 132 declarantes · $184.3M 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 |
|---|---|---|---|---|
| 24 (+7 vs trimestre anterior) | 9 (+3 vs trimestre anterior) | 42 (-4 vs trimestre anterior) | 31 (+4 vs trimestre anterior) | +139K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $18 505 721 | 314 991 | 10,04% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $16 297 133 | 277 398 | 8,84% | Acciones |
| VANGUARD GROUP INC | $14 645 126 | 319 623 | 7,95% | Acciones |
| Pacific Ridge Capital Partners, LLC | $9 794 154 | 166 709 | 5,31% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $9 294 132 | 158 198 | 5,04% | Acciones |
| STATE STREET CORP | $8 588 193 | 146 182 | 4,66% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $8 394 850 | 142 848 | 4,55% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $6 957 116 | 118 419 | 3,77% | Acciones |
| Siena Capital Partners GP, LLC | $6 823 108 | 116 138 | 3,70% | Acciones |
| Hillsdale Investment Management Inc. | $6 521 250 | 111 000 | 3,54% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $5 507 695 | 93 748 | 2,99% | Acciones |
| BANC FUNDS CO LLC | $5 312 351 | 90 423 | 2,88% | Acciones |
| GM Advisory Group, Inc. | $5 167 300 | 106 498 | 2,80% | Acciones |
| Wealthspire Advisors, LLC | $5 142 834 | 87 538 | 2,79% | Acciones |
| Qube Research & Technologies Ltd | $4 362 775 | 74 260 | 2,37% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $3 956 740 | 67 349 | 2,15% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3 160 339 | 53 793 | 1,71% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 909 006 | 49 515 | 1,58% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 729 819 | 46 465 | 1,48% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 407 634 | 40 981 | 1,31% | Acciones |
| Empowered Funds, LLC | $1 891 221 | 32 191 | 1,03% | Acciones |
| ALGERT GLOBAL LLC | $1 845 984 | 31 421 | 1,00% | Acciones |
| Trexquant Investment LP | $1 695 290 | 28 856 | 0,92% | Acciones |
| Informed Momentum Co LLC | $1 585 134 | 26 981 | 0,86% | Acciones |
| Innovative Asset Advisors Group, LLC | $1 580 434 | 26 901 | 0,86% | Acciones |
| BlackRock, Inc. | $1 479 795 | 25 188 | 0,80% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 462 993 | 24 902 | 0,79% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 391 602 | 28 681 | 0,76% | Acciones |
| Corient Private Wealth LP | $1 286 861 | 21 904 | 0,70% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 282 806 | 21 835 | 0,70% | Acciones |
| Summit Trail Advisors, LLC | $1 252 726 | 21 323 | 0,68% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 164 308 | 19 818 | 0,63% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $1 110 023 | 18 894 | 0,60% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 033 882 | 17 598 | 0,56% | Acciones |
| TWO SIGMA ADVISERS, LP | $930 146 | 20 300 | 0,50% | Acciones |
| Integrated Quantitative Investments LLC | $895 174 | 15 237 | 0,49% | Acciones |
| BARCLAYS PLC | $865 622 | 14 734 | 0,47% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $828 493 | 14 102 | 0,45% | Acciones |
| Northeast Financial Consultants Inc | $789 166 | 21 903 | 0,43% | Acciones |
| MANGROVE PARTNERS IM, LLC | $608 533 | 10 358 | 0,33% | Acciones |
| Bank of New York Mellon Corp | $552 720 | 9 408 | 0,30% | Acciones |
| Sierra Capital LLC | $552 338 | 9 402 | 0,30% | Acciones |
| Bridge City Capital, LLC | $536 388 | 9 130 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $468 057 | 7 967 | 0,25% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $460 776 | 7 843 | 0,25% | Acciones |
| XTX Topco Ltd | $451 788 | 7 690 | 0,25% | Acciones |
| FMR LLC | $446 324 | 7 597 | 0,24% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $436 337 | 7 427 | 0,24% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $393 096 | 6 691 | 0,21% | Acciones |
| Mariner, LLC | $386 380 | 6 576 | 0,21% | Acciones |
| Cubist Systematic Strategies, LLC | $365 470 | 8 259 | 0,20% | Acciones |
| DEUTSCHE BANK AG\ | $347 918 | 5 922 | 0,19% | Acciones |
| PRUDENTIAL FINANCIAL INC | $341 925 | 5 820 | 0,19% | Acciones |
| Essex Financial Services, Inc. | $330 998 | 5 634 | 0,18% | Acciones |
| Point72 Asset Management, L.P. | $314 606 | 5 355 | 0,17% | Acciones |
| IEQ CAPITAL, LLC | $303 973 | 5 174 | 0,16% | Acciones |
| WELLS FARGO & COMPANY/MN | $302 856 | 5 155 | 0,16% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $295 219 | 5 025 | 0,16% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $293 750 | 5 000 | 0,16% | Acciones |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $291 315 | 4 959 | 0,16% | Acciones |
| Daytona Street Capital LLC | $288 850 | 5 000 | 0,16% | Acciones |
| HSBC HOLDINGS PLC | $268 252 | 4 573 | 0,15% | Acciones |
| Nuveen Asset Management, LLC | $252 190 | 8 096 | 0,14% | Acciones |
| MetLife Investment Management, LLC | $236 704 | 4 029 | 0,13% | Acciones |
| PDT Partners, LLC | $235 000 | 4 000 | 0,13% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $226 188 | 3 850 | 0,12% | Acciones |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $217 140 | 3 696 | 0,12% | Acciones |
| Engineers Gate Manager LP | $210 913 | 3 590 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $206 506 | 3 515 | 0,11% | Acciones |
| Russell Investments Group, Ltd. | $197 811 | 3 367 | 0,11% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $196 871 | 3 351 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $178 718 | 3 042 | 0,10% | Acciones |
| ASSETMARK, INC | $176 250 | 3 000 | 0,10% | Acciones |
| Key Financial Inc | $170 375 | 2 900 | 0,09% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $168 965 | 2 876 | 0,09% | Acciones |
| CITIGROUP INC | $168 201 | 2 863 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $164 148 | 2 794 | 0,09% | Acciones |
| MORGAN STANLEY | $161 073 | 2 741 | 0,09% | Acciones |
| JPMORGAN CHASE & CO | $150 422 | 2 515 | 0,08% | Acciones |
| Invesco Ltd. | $142 234 | 2 421 | 0,08% | Acciones |
| Nuveen, LLC | $141 000 | 2 400 | 0,08% | Acciones |
| UBS Group AG | $115 679 | 1 969 | 0,06% | Acciones |
| US BANCORP \DE\ | $99 229 | 1 689 | 0,05% | Acciones |
| CWM, LLC | $92 867 | 1 914 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $87 655 | 1 492 | 0,05% | Acciones |
| NORTHERN TRUST CORP | $56 459 | 961 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $48 058 | 818 | 0,03% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $44 768 | 762 | 0,02% | Acciones |
| Legal & General Group Plc | $37 424 | 637 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $32 724 | 557 | 0,02% | Acciones |
| AE Wealth Management LLC | $30 969 | 527 | 0,02% | Acciones |
| Integrated Wealth Concepts LLC | $21 804 | 371 | 0,01% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $21 268 | 362 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17 467 | 360 | 0,01% | Acciones |
| Allworth Financial LP | $14 864 | 253 | 0,01% | Acciones |
| Arax Advisory Partners | $14 511 | 247 | 0,01% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $13 666 | 232 761 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $11 000 | 188 | 0,01% | Acciones |
| IFP Advisors, Inc | $6 991 | 119 | 0,00% | Acciones |
| Sterling Capital Management LLC | $6 463 | 110 | 0,00% | Acciones |
Informantes de la empresa 27 insiders · 8 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher Gruseke | President & CEO | 10 de mayo de 2018 P | 101 795 | 0 | 0 | $0 |
| Penko Krassimir Ivanov | EVP & Chief Financial Officer | 23 de mayo de 2018 P | 179 | 0 | 0 | $0 |
| Ernest J Verrico SR | EVP & CFO | 1 de febrero de 2016 P | 2 000 | 0 | 0 | $0 |
| Ryan Jason Hildebrand | Chief Innovation Officer | 31 de julio de 2026 S | 0 | 0 | 2 | $-213 524 |
| David P Dineen | EVP, Head of Community Banking | 12 de julio de 2018 F | 5 039 | 0 | 0 | $0 |
| Heidi Dewyngaert | EVP & CLO | 22 de febrero de 2018 M | 61 013 | 0 | 0 | $0 |
| Laura Waitz | EVP & Chief of Staff | 20 de febrero de 2018 A | 1 500 | 0 | 0 | $0 |
| Christine Chivily | EVP & Chief Credit Officer | 20 de febrero de 2018 A | 750 | 0 | 0 | $0 |
| Jeffrey R Dunne | Consejero | 5 de junio de 2026 P | 6 120 | 1 | 0 | $16 916 |
| Carl M Porto | Consejero | 5 de junio de 2026 P | 22 070 | 1 | 0 | $19 869 |
| Todd Lampert | Consejero | 5 de junio de 2026 S | 12 366 | 0 | 1 | $-187 565 |
| Blake S Drexler | Consejero | 5 de junio de 2026 P | 36 933 | 1 | 0 | $4 242 |
| Eric J Dale | Consejero | 5 de junio de 2026 P | 42 496 | 1 | 0 | $31 576 |
| Richard Castiglioni | Consejero | 22 de marzo de 2018 A | 1 000 | 0 | 0 | $0 |
| Daniel S Jones | Consejero | 22 de marzo de 2018 A | 1 000 | 0 | 0 | $0 |
| George P. Bauer | Consejero | 22 de marzo de 2018 A | 1 000 | 0 | 0 | $0 |
| James A Fieber | Consejero | 22 de marzo de 2018 A | 1 000 | 0 | 0 | $0 |
| Gail E D Brathwaite | Consejero | 22 de marzo de 2018 A | 1 000 | 0 | 0 | $0 |
| Victor S Liss | Consejero | 22 de marzo de 2018 A | 1 000 | 0 | 0 | $0 |
| Raymond W Palumbo | Consejero | 10 de enero de 2017 A | 1 000 | 0 | 0 | $0 |
| Frederick R Afragola | Consejero | 10 de enero de 2017 A | 1 000 | 0 | 0 | $0 |
| Carl R Kuehner III | Consejero | 23 de enero de 2015 M | 515 | 0 | 0 | $0 |
| Michael J Brandt | Consejero | 15 de diciembre de 2014 A | 300 | 0 | 0 | $0 |
| Mark Fitzgibbon | Consejero | 15 de mayo de 2014 P | 1 139 | 0 | 0 | $0 |
| Hugh Halsell III | Consejero | 15 de mayo de 2014 P | 1 235 | 0 | 0 | $0 |
| Lawrence B Seidman | — | 7 de agosto de 2026 P | 25 177 | 51 | 6 | $3 048 261 |
| William J Fitzpatrick | — | 3 de diciembre de 2015 M | 805 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 tenencias
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 |
|---|---|---|---|---|---|
| George P. Bauer ×2 presentaciones | 18 de diciembre de 2025 | 4,98% | Enmienda | Inversión pasiva | SEC |
| Seidman and Associates LLC, Seidman Investment Partnership LP, Seidman Investment Partnership II LP, LSBK06-08 LLC, Broad Park Investors LLC, Chewy Gooey Cookies LP, Veteri Place Corporation, Lawrence B Seidman ×3 presentaciones | 15 de septiembre de 2025 | 10,01% | Enmienda | — | SEC |
| Seidman and Associates, L.L.C., Seidman Investment Partnership, L.P., Seidman Investment Partnership II, L.P., Seidman Investment Partnership III, L.P., LSBK06-08, L.L.C., Broad Park Investors, L.L.C., Chewy Gooey Cookies, L.P., CBPS, LLC, Veteri Place Corporation, JBRC I, LLC, Lawrence B. Seidman ×5 presentaciones | 6 de febrero de 2020 | — | Presentación inicial | — | SEC |
| James A. Fieber ×2 presentaciones | 23 de mayo de 2014 | — | 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 34 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 |
|---|---|---|---|---|
| OASC · Unified Series Trust | 0,86% | 13 801 NS | 31 de mayo de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,20% | 2 112 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 8 781 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 117 402 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 11 052 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 36 504 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 17 609 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 2 948 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 26 036 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 318 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 249 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 251 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 444 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 313 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 17 847 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 6 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 431 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 573 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 258 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 1 020 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 302 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |