FBLA FB Bancorp, Inc. - Common Stock
FBLA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
FBLA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FBLA | $232M | 183.6 | -3.8% | 2.4% | 0.39% | — |
| VABK | $215M | 11.2 | 6.7% | 33.4% | 10.8% | — |
| INBK | — | -5.2 | -13.6% | -30.2% | -9.4% | — |
| PEBK | $198M | 10.0 | 10.0% | 22.0% | 13.2% | — |
| MRBK | $208M | 9.3 | 10.1% | 345.7% | 11.8% | — |
| EFSI | $214M | 25.0 | — | 11.8% | 4.5% | — |
| CFBK | — | 9.3 | 17.6% | 28.8% | 9.7% | — |
| 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 |
|---|---|---|---|---|
| Revenue | · | $66M | $69M | |
| SG&A Expense | $6M | $5M | $9M | |
| Interest Income | $66M | $61M | $54M | |
| Pretax Income | $5M | $2M | $1M | |
| Income Tax | $870.0K | $195.0K | $330.0K | |
| Net Income | $1M | $-6M | $1M | |
| EPS (Basic) | $0.07 | $-1.74 | · | |
| EPS (Diluted) | $0.07 | $-1.74 | · | |
| Shares (Basic) | 18,198,152 | 3,561,894 | 0 | |
| Shares (Diluted) | 18,198,152 | 3,561,894 | · | |
| EBITDA | $3M | $3M | · |
Balance general 13
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $60M | $99M | $87M | |
| PP&E (Net) | $57M | $53M | $51M | |
| PP&E (Gross) | $93M | $86M | $82M | |
| Accum. Depreciation | $36M | $33M | $31M | |
| Goodwill | · | $0 | $6M | |
| Total Assets | $1.26B | $1.22B | $1.12B | |
| Total Liabilities | $941M | $895M | $968M | |
| Common Stock | $181.0K | $198.0K | · | |
| Retained Earnings | $167M | $166M | $172M | |
| AOCI | $-8M | $-16M | $-15M | |
| Stockholders' Equity | $314M | $326M | $157M | |
| Liabilities + Equity | $1.26B | $1.22B | $1.12B | |
| Shares Outstanding | 18,089,741 | 19,837,500 | 0 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $3M | $3M | $2M | |
| Stock-based Comp | $45.0K | · | · | |
| Deferred Tax | $-290.0K | $12.0K | $-916.0K | |
| Other Non-cash | $-965.0K | $-185.0K | · | |
| Operating Cash Flow | $3M | $814.0K | $-7M | |
| CapEx | $7M | $5M | $7M | |
| Investing Cash Flow | $-65M | $-92M | $-84M | |
| Stock Issued | · | $188M | · | |
| Stock Repurchased | $22M | · | · | |
| Net Stock Activity | $-22M | $188M | · | |
| Financing Cash Flow | $23M | $103M | $117M | |
| Net Change in Cash | $-39M | $12M | $26M | |
| Taxes Paid | $3.0K | $1M | · | |
| Free Cash Flow | $-4M | $-9M | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Net Margin | 2.4% | -9.3% | · | |
| Pretax Margin | 9.2% | -9.6% | · | |
| EBITDA Margin | 5.2% | 3.8% | · | |
| ROA | 0.10% | -0.47% | · | |
| ROE | 0.39% | -2.5% | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | · | -3.8% | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | · | $66M | · | |
| Net Income TTM | $1M | $-6M | · | |
| Market Cap | $232M | $236M | · | |
| P/E | 183.6 | -6.9 | · | |
| P/S | · | 3.6 | · | |
| P/B | 0.7 | 0.7 | · | |
| P / Tangible Book | 0.7 | 0.7 | · | |
| P / Cash Flow | 84.3 | -59.4 | · | |
| P / FCF | -59.6 | -25.7 | · | |
| Earnings Yield | 0.54% | -14.6% | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | $19M | $18M | $17M | · | $17M | $18M | $16M | $15M | |
| SG&A Expense | $2M | $1M | $-749.0K | $2M | $2M | $1M | $-1M | $2M | $2M | $2M | $3M | |
| Interest Income | $17M | $16M | $13M | $18M | $16M | $16M | $13M | $17M | $16M | $15M | $15M | |
| Pretax Income | $568.0K | $613.0K | $2M | $1M | $1M | $2M | $3M | $-1M | $1M | $-1M | $-1M | |
| Income Tax | $-129.0K | $119.0K | $222.0K | $256.0K | $258.0K | $349.0K | $429.0K | $-247.0K | $243.0K | $-230.0K | $-29.0K | |
| Net Income | $-70.0K | $119.0K | $-1M | $1M | $879.0K | $705.0K | $-5M | $-895.0K | $849.0K | $-119.0K | $-1M | |
| EPS (Basic) | $0.00 | $0.01 | $-0.08 | $0.06 | $0.05 | $0.04 | $-1.74 | $0.00 | $0.00 | $0.00 | · | |
| EPS (Diluted) | $0.00 | $0.01 | $-0.08 | $0.06 | $0.05 | $0.04 | $-1.74 | $0.00 | $0.00 | $0.00 | · | |
| Shares (Basic) | 14,853,909 | 16,278,177 | -36,791,398 | 18,345,720 | 18,329,850 | 18,313,980 | 3,561,894 | 0 | 0 | 0 | · | |
| Shares (Diluted) | 14,912,707 | 16,286,635 | -36,791,398 | 18,345,720 | 18,329,850 | 18,313,980 | 3,561,894 | 0 | 0 | 0 | · | |
| EBITDA | · | $685.0K | · | · | · | $636.0K | · | · | · | · | · |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $45M | $46M | $60M | $66M | $86M | $99M | $99M | $294M | $59M | · | $87M | |
| PP&E (Net) | $56M | $56M | $57M | $58M | $57M | $57M | $53M | $53M | $52M | · | $51M | |
| PP&E (Gross) | · | · | $93M | · | · | · | $86M | · | · | · | $82M | |
| Accum. Depreciation | · | · | $36M | · | · | · | $33M | · | · | · | $31M | |
| Goodwill | · | · | · | · | · | · | · | $6M | $6M | · | $6M | |
| Total Assets | $1.23B | $1.27B | $1.26B | $1.26B | $1.25B | $1.24B | $1.22B | $1.41B | $1.17B | · | $1.12B | |
| Total Liabilities | $942M | $967M | $941M | $926M | $915M | $906M | $895M | $1.25B | $1.02B | · | $968M | |
| Common Stock | $161.0K | $170.0K | $181.0K | $198.0K | $198.0K | $198.0K | $198.0K | · | · | · | · | |
| Retained Earnings | $167M | $167M | $167M | $169M | $167M | $167M | $166M | $171M | $172M | · | $172M | |
| AOCI | $-12M | $-11M | $-8M | $-7M | $-12M | $-12M | $-16M | $-10M | $-16M | · | $-15M | |
| Stockholders' Equity | $284M | $298M | $314M | $338M | $332M | $331M | $326M | $161M | $156M | · | $157M | |
| Liabilities + Equity | $1.23B | $1.27B | $1.26B | $1.26B | $1.25B | $1.24B | $1.22B | $1.41B | $1.17B | · | $1.12B | |
| Shares Outstanding | 16,068,375 | 17,015,188 | 18,089,741 | 19,837,500 | 19,837,500 | 19,837,500 | 19,837,500 | · | · | · | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $695.0K | $685.0K | $754.0K | $677.0K | $648.0K | $573.0K | $633.0K | $617.0K | $644.0K | $638.0K | $672.0K | |
| Stock-based Comp | $676.0K | $301.0K | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $-312.0K | $-1.0K | $-720.0K | $148.0K | $133.0K | $149.0K | $113.0K | $-231.0K | $359.0K | $-229.0K | $-372.0K | |
| Other Non-cash | · | $12M | · | · | · | $6M | · | · | · | · | · | |
| Operating Cash Flow | $15M | $13M | $14M | $-17M | $-2M | $7M | $16M | $215.0K | $-5M | $-10M | $8M | |
| CapEx | $119.0K | $82.0K | $416.0K | $1M | $2M | $3M | $2M | $1M | $897.0K | $1M | $1M | |
| Investing Cash Flow | $22M | $-40M | $-12M | $-17M | $-18M | $-17M | $-40M | $5M | $-32M | $-26M | $-12M | |
| Stock Repurchased | $13M | $14M | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-14M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-38M | $13M | $-7M | $14M | $7M | $10M | $-171M | $229M | $48M | $-3M | $20M | |
| Net Change in Cash | $-1M | $-14M | $-5M | $-20M | $-12M | $-270.0K | $-195M | $234M | $12M | $-39M | $16M | |
| Taxes Paid | · | · | · | · | · | · | $0 | $0 | · | · | · | |
| Free Cash Flow | · | $13M | · | · | · | $4M | · | · | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -0.50% | 0.92% | · | 5.8% | 4.9% | 4.1% | · | -5.3% | 4.7% | · | · | |
| Pretax Margin | 4.0% | 4.7% | · | 7.1% | 6.1% | 5.1% | · | -6.8% | 6.0% | · | · | |
| EBITDA Margin | · | 5.3% | · | · | · | 3.7% | · | · | · | · | · | |
| ROA | -0.01% | 0.01% | · | 0.08% | 0.07% | 0.11% | · | -0.13% | 0.14% | · | · | |
| ROE | -0.02% | 0.04% | · | 0.43% | 0.36% | 0.43% | · | -1.1% | 1.1% | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | · |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $2M | $3M | · | $2M | $2M | $-148.0K | · | $2M | $2M | · | · | |
| Market Cap | $242M | $234M | · | $238M | $223M | $223M | · | · | · | · | · | |
| P/E | 125.5 | 85.9 | · | 80.1 | 125.0 | 281.5 | · | · | · | · | · | |
| P/B | 0.9 | 0.8 | · | 0.7 | 0.7 | 0.7 | · | · | · | · | · | |
| P / Tangible Book | 0.9 | 0.8 | · | 0.7 | 0.7 | 0.7 | · | · | · | · | · | |
| P / Cash Flow | · | 18.5 | · | · | · | 31.7 | · | · | · | · | · | |
| P / FCF | · | 18.6 | · | · | · | 56.1 | · | · | · | · | · | |
| Earnings Yield | 0.80% | 1.2% | · | 1.2% | 0.80% | 0.36% | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Ingresos | — | $66M | — | — | — |
| Beneficio neto | $1M | $-6M | — | — | — |
| EPS Diluido | $0.07 | $-1.74 | — | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-4M | $-9M | — | — | — |
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Propietarios institucionales (13F) 92 declarantes · $73.7M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 23 (+11 vs trimestre anterior) | 7 (0 vs trimestre anterior) | 36 (+9 vs trimestre anterior) | 13 (-10 vs trimestre anterior) | +1.4M |
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. | $12 164 970 | 885 369 | 16,51% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $9 660 614 | 641 475 | 13,11% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $6 178 028 | 410 134 | 8,38% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 502 533 | 298 973 | 6,11% | Acciones |
| STATE STREET CORP | $3 965 900 | 263 340 | 5,38% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 547 775 | 235 576 | 4,82% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $2 795 407 | 185 618 | 3,79% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $2 597 504 | 172 477 | 3,53% | Acciones |
| MANGROVE PARTNERS IM, LLC | $2 168 941 | 144 020 | 2,94% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 858 434 | 123 402 | 2,52% | Acciones |
| Qube Research & Technologies Ltd | $1 790 754 | 118 908 | 2,43% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 583 830 | 105 168 | 2,15% | Acciones |
| VANGUARD GROUP INC | $1 574 498 | 122 529 | 2,14% | Acciones |
| RAFFLES ASSOCIATES LP | $1 462 311 | 97 099 | 1,98% | Acciones |
| MORGAN STANLEY | $1 446 784 | 96 068 | 1,96% | Acciones |
| Peapod Lane Capital LLC | $1 349 361 | 89 599 | 1,83% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 217 134 | 80 819 | 1,65% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 056 444 | 70 149 | 1,43% | Acciones |
| D. E. Shaw & Co., Inc. | $945 196 | 62 762 | 1,28% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $865 122 | 57 445 | 1,17% | Acciones |
| Schonfeld Strategic Advisors LLC | $859 518 | 57 073 | 1,17% | Acciones |
| GARDNER RUSSO & QUINN LLC | $753 000 | 50 000 | 1,02% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $736 554 | 48 908 | 1,00% | Acciones |
| STRS OHIO | $665 652 | 44 200 | 0,90% | Acciones |
| CITADEL ADVISORS LLC | $614 960 | 40 834 | 0,83% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $472 703 | 31 388 | 0,64% | Acciones |
| CITIGROUP INC | $451 800 | 30 000 | 0,61% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $451 800 | 30 000 | 0,61% | Acciones |
| BlackRock, Inc. | $365 461 | 24 267 | 0,50% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $339 317 | 22 531 | 0,46% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $306 621 | 20 360 | 0,42% | Acciones |
| Focus Partners Advisor Solutions, LLC | $305 628 | 20 294 | 0,41% | Acciones |
| Sequoia Financial Advisors, LLC | $304 875 | 20 244 | 0,41% | Acciones |
| STILWELL VALUE LLC | $301 200 | 20 000 | 0,41% | Acciones |
| Odyssean, LLC | $286 426 | 19 019 | 0,39% | Acciones |
| Russell Investments Group, Ltd. | $276 607 | 18 367 | 0,38% | Acciones |
| Mariner, LLC | $256 989 | 17 064 | 0,35% | Acciones |
| WINTON GROUP Ltd | $252 255 | 16 750 | 0,34% | Acciones |
| Bank of New York Mellon Corp | $250 613 | 16 641 | 0,34% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $248 490 | 16 500 | 0,34% | Acciones |
| DEUTSCHE BANK AG\ | $211 247 | 14 027 | 0,29% | Acciones |
| FRANKLIN RESOURCES INC | $208 686 | 13 857 | 0,28% | Acciones |
| RHUMBLINE ADVISERS | $195 263 | 12 966 | 0,27% | Acciones |
| Marquette Asset Management, LLC | $181 594 | 12 058 | 0,25% | Acciones |
| MetLife Investment Management, LLC | $173 943 | 11 550 | 0,24% | Acciones |
| XTX Topco Ltd | $173 416 | 11 515 | 0,24% | Acciones |
| MARSHALL WACE, LLP | $165 991 | 11 022 | 0,23% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $131 399 | 8 725 | 0,18% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $110 842 | 7 360 | 0,15% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $108 372 | 7 196 | 0,15% | Acciones |
| Nuveen, LLC | $104 050 | 6 909 | 0,14% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $102 408 | 6 800 | 0,14% | Acciones |
| Invesco Ltd. | $101 836 | 6 762 | 0,14% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $80 932 | 5 374 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $76 143 | 5 056 | 0,10% | Acciones |
| BARCLAYS PLC | $75 452 | 5 010 | 0,10% | Acciones |
| NORTHERN TRUST CORP | $38 252 | 2 540 | 0,05% | Acciones |
| PNC Financial Services Group, Inc. | $29 096 | 1 932 | 0,04% | Acciones |
| Ameritas Investment Partners, Inc. | $27 424 | 1 821 | 0,04% | Acciones |
| Tower Research Capital LLC (TRC) | $26 942 | 1 789 | 0,04% | Acciones |
| Legal & General Group Plc | $23 584 | 1 566 | 0,03% | Acciones |
| Arax Advisory Partners | $21 145 | 1 404 | 0,03% | Acciones |
| FMR LLC | $14 970 | 994 | 0,02% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 077 | 879 | 0,02% | Acciones |
| CWM, LLC | $10 745 | 782 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $7 000 | 443 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $5 207 | 346 | 0,01% | Acciones |
| Sterling Capital Management LLC | $4 518 | 300 | 0,01% | Acciones |
| GAMMA Investing LLC | $4 458 | 296 | 0,01% | Acciones |
| WELLS FARGO & COMPANY/MN | $3 961 | 263 | 0,01% | Acciones |
| IFP Advisors, Inc | $2 636 | 175 | 0,00% | Acciones |
| UBS Group AG | $1 807 | 120 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $1 760 | 115 | 0,00% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1 649 | 120 | 0,00% | Acciones |
| Allworth Financial LP | $1 416 | 94 | 0,00% | Acciones |
| Quarry LP | $1 325 | 88 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 272 | 84 | 0,00% | Acciones |
| Bare Financial Services, Inc | $1 145 | 76 | 0,00% | Acciones |
| Essential Partners LLC | $1 084 | 72 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $633 | 42 | 0,00% | Acciones |
| Rialto Wealth Management, LLC | $588 | 39 | 0,00% | Acciones |
| Physician Wealth Advisors, Inc. | $543 | 36 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $513 | 34 | 0,00% | Acciones |
| Transamerica Financial Advisors, LLC | $406 | 27 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $331 | 21 959 | 0,00% | Acciones |
| True Wealth Design, LLC | $196 | 13 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $181 | 12 017 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $46 | 3 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $27 | 2 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $15 | 1 | 0,00% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $15 | 1 | 0,00% | Acciones |
| Covestor Ltd | $11 | 723 | 0,00% | Acciones |
Informantes de la empresa 1 insider · 1 directivos · 0 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Josh C Folds | Chief Banking Officer | 22 de junio de 2026 S | 30 746 | 0 | 1 | $-16 150 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 24 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 |
|---|---|---|---|---|
| VFMV · VANGUARD WELLINGTON FUND | 0,06% | 16 664 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,06% | 54 517 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 13 941 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 162 232 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 91 351 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 19 059 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 463 SH | 8 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,01% | 8 838 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 396 596 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 6 975 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 768 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 756 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 56 096 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 591 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 595 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 15 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 874 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 159 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2 605 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 883 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 2 915 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 189 499 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 438 328 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 446 SH | 8 de agosto de 2026 | Diario |