FINW FinWise Bancorp - Common Stock
$13,82
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 12, 2026
Rango 52S
$13–$22
10% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$17
+23% upside
P/E (TTM)
12.2
ROE
8.6%
Margen de Beneficio Neto
12.3%
FINW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$13.82
Capitalización Bursátil
$189M
P/E (TTM)
12.2
BPA (TTM)
$1.13
Ingresos (TTM)
—
Rendimiento div.
—
ROE
8.6%
Deuda/Capital
—
Rango 52S
$13 – $22
FINW 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
$1.13
2021-12-31
→
2025-12-31
Flujo de caja libre
$-29M
2022-12-31
→
2025-12-31
Márgenes
12.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
FINW
Mediana de Pares
P/E (TTM)
12.2
15.2
P/S (TTM) (P/V (TTM))
1.4
1.8
P/B (P/C)
1.0
1.0
Price / FCF (Precio / FCF)
-6.6
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
FINW
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
12.3%
23.8%
ROA
1.9%
0.74%
ROE
8.6%
5.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
FINW
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
FINW
Mediana de Pares
Revenue YoY (Ingresos interanuales)
60.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
14.0%
—
EPS YoY (EPS interanual)
21.5%
—
Net Income YoY (Beneficio Neto interanual)
26.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
FINW
Mediana de Pares
FINW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 3 33,3%
- Compra 5 55,6%
- Mantener 1 11,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-14
Mediana
$16.00
Media
$17.00
← Por Debajo de Todos los Objetivos
$13.82
Mín
$16.00
Máx
$19.00
Objetivo mediano
$16.00
+15,8%
Objetivo medio
$17.00
+23,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.15 | $0.24 | -0.09% |
| 31 de marzo de 2026 | $0.20 | $0.33 | -0.13% |
| 31 de diciembre de 2025 | $0.27 | $0.35 | -0.08% |
| 30 de septiembre de 2025 | $0.34 | $0.30 | 0.04% |
| 30 de junio de 2025 | $0.29 | $0.23 | 0.06% |
| 31 de marzo de 2025 | $0.23 | $0.26 | -0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FINW | $245M | 15.9 | 60.5% | 12.3% | 8.6% | — |
| LARK | — | 8.5 | 16.8% | 26.6% | 12.2% | — |
| FNWD | $152M | 18.7 | -7.1% | 12.2% | 4.9% | — |
| USCB | — | 13.8 | 9.1% | 28.9% | 11.6% | — |
| HNVR | $165M | 23.1 | 7.1% | 10.2% | 3.8% | — |
| CBFV | $176M | 37.9 | — | 11.3% | 3.2% | — |
| EBMT | $158M | 10.5 | 12.8% | 16.2% | 8.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | · | · | $10M | $1M | $1M | |
| Interest Income | $92M | $74M | $65M | $52M | $49M | |
| Pretax Income | $22M | $17M | $24M | $36M | $42M | |
| Income Tax | $6M | $4M | $6M | $11M | $11M | |
| Net Income | $16M | $13M | $17M | $25M | $32M | |
| EPS (Basic) | $1.20 | $0.98 | $1.38 | $1.96 | $3.44 | |
| EPS (Diluted) | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 | |
| Shares (Basic) | 12,828,016 | 12,612,455 | 12,488,564 | 12,729,898 | 8,669,724 | |
| Shares (Diluted) | 13,565,336 | 13,228,869 | 12,909,648 | 13,357,022 | 9,108,163 | |
| EBITDA | $900.0K | $3M | · | · | · |
Balance general 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $163M | $109M | $117M | $101M | $86M | |
| PP&E (Net) | $3M | $4M | $15M | $9M | $3M | |
| PP&E (Gross) | $7M | $7M | $18M | $12M | $5M | |
| Accum. Depreciation | $4M | $4M | $4M | $2M | $1M | |
| Total Assets | $977M | $746M | $586M | $401M | $380M | |
| Deferred Tax | $0 | $899.0K | $748.0K | $0 | · | |
| Total Liabilities | $784M | $572M | $431M | $260M | $265M | |
| Common Stock | $14.0K | $13.0K | $12.0K | $13.0K | $13.0K | |
| Retained Earnings | $132M | $117M | $104M | $86M | $61M | |
| AOCI | $26.0K | $187.0K | $0 | · | · | |
| Stockholders' Equity | $193M | $174M | $155M | $140M | $115M | |
| Liabilities + Equity | $977M | $746M | $586M | $401M | $380M | |
| Shares Outstanding | 13,655,961 | 13,211,640 | 12,493,565 | 12,831,345 | 12,772,010 |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $900.0K | $1M | $2M | $2M | $1M | |
| Stock-based Comp | $4M | $2M | $2M | $778.0K | $2M | |
| Deferred Tax | $-3M | $90.0K | · | · | · | |
| Other Non-cash | $-46M | $-33M | · | · | · | |
| Operating Cash Flow | $-28M | $-15M | $12M | $61M | $-9M | |
| CapEx | $219.0K | $1M | $7M | $7M | $2M | |
| Investing Cash Flow | $-127M | $-132M | $-153M | $-36M | $24M | |
| Stock Repurchased | $0 | $461.0K | $5M | $1M | $0 | |
| Net Stock Activity | $0 | $-461.0K | $-5M | $-1M | · | |
| Financing Cash Flow | $210M | $140M | $157M | $-11M | $23M | |
| Net Change in Cash | $54M | $-8M | $16M | · | · | |
| Taxes Paid | $7M | $8M | · | · | · | |
| Free Cash Flow | $-29M | $-20M | $5M | $54M | · | |
| Levered FCF | · | · | $-3M | $53M | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 12.3% | 15.7% | 23.1% | 28.4% | · | |
| Pretax Margin | 16.7% | 20.9% | 31.5% | 40.8% | · | |
| EBITDA Margin | 0.69% | 3.9% | · | · | · | |
| ROA | 1.9% | 1.9% | 3.5% | 6.4% | · | |
| ROE | 8.6% | 7.4% | 11.4% | 18.3% | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | 0.2 | 0.2 | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 60.5% | 7.1% | -13.9% | 10.6% | · | |
| Revenue CAGR 3Y | 14.0% | 0.65% | · | · | · | |
| EPS YoY | 21.5% | -30.1% | -28.9% | -42.8% | · | |
| EPS CAGR 3Y | -15.5% | -34.2% | · | · | · | |
| Net Income YoY | 26.3% | -27.0% | -30.5% | -20.5% | · | |
| Net Income CAGR 3Y | -13.8% | -26.1% | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $131M | $81M | $76M | $88M | $80M | |
| Net Income TTM | $16M | $13M | $17M | $25M | $32M | |
| Market Cap | $245M | $211M | $179M | $119M | · | |
| P/E | 15.9 | 17.2 | 10.8 | 5.0 | 4.2 | |
| P/S | 1.9 | 2.6 | 2.4 | 1.3 | · | |
| P/B | 1.3 | 1.2 | 1.2 | 0.8 | · | |
| P / Tangible Book | 1.3 | 1.2 | 1.2 | 0.8 | · | |
| P / Cash Flow | -8.6 | -14.1 | 14.6 | 1.9 | · | |
| P / FCF | -8.6 | -10.6 | 37.2 | 2.2 | · | |
| Earnings Yield | 6.3% | 5.8% | 9.3% | 20.2% | 23.7% |
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 | · | · | · | · | · | · | · | · | · | $4M | · | $3M | $2M | $1M | $624.0K | $304.0K | |
| Interest Income | $34M | $34M | $30M | $24M | $20M | $19M | $19M | $19M | $18M | $18M | $18M | $17M | $16M | $13M | $13M | $13M | |
| Pretax Income | $3M | $4M | $5M | $6M | $5M | $4M | $4M | $5M | $4M | $5M | $6M | $6M | $6M | $5M | $9M | $7M | |
| Income Tax | $672.0K | $1M | $2M | $2M | $1M | $1M | $898.0K | $1M | $998.0K | $1M | $2M | $2M | $2M | $1M | $2M | $3M | |
| Net Income | $2M | $3M | $4M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $4M | $7M | $4M | |
| EPS (Basic) | $0.16 | $0.21 | $0.29 | $0.36 | $0.31 | $0.24 | $0.21 | $0.26 | $0.25 | $0.26 | $0.34 | $0.38 | $0.36 | $0.30 | $0.51 | $0.28 | |
| EPS (Diluted) | $0.15 | $0.20 | $0.27 | $0.34 | $0.29 | $0.23 | $0.19 | $0.25 | $0.24 | $0.25 | $0.32 | $0.37 | $0.35 | $0.29 | $0.49 | $0.27 | |
| Shares (Basic) | 13,112,580 | 13,019,369 | -25,528,911 | 12,859,264 | 12,781,508 | 12,716,155 | -25,176,350 | 12,658,557 | 12,627,800 | 12,502,448 | -25,210,617 | 12,387,392 | 12,603,463 | 12,708,326 | -25,547,647 | 12,784,298 | |
| Shares (Diluted) | 13,673,167 | 13,642,166 | -27,006,059 | 13,615,354 | 13,472,394 | 13,483,647 | -26,180,279 | 13,257,835 | 13,109,708 | 13,041,605 | -26,120,377 | 12,868,207 | 12,989,530 | 13,172,288 | -26,951,738 | 13,324,059 |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $94M | $97M | $163M | $106M | $90M | $120M | $109M | $86M | $89M | $116M | $117M | $127M | $119M | $106M | $101M | $92M | |
| PP&E (Net) | · | · | $3M | · | · | · | $4M | $17M | $16M | $15M | $15M | $14M | $13M | $9M | $9M | $7M | |
| PP&E (Gross) | · | · | $7M | · | · | · | $7M | · | · | · | $18M | · | · | · | $12M | $9M | |
| Accum. Depreciation | · | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | · | $2M | $2M | |
| Total Assets | $925M | $899M | $977M | $900M | $842M | $804M | $746M | $683M | $618M | $611M | $586M | $555M | $496M | $442M | $401M | $386M | |
| Deferred Tax | · | · | $0 | $0 | $0 | $0 | $899.0K | $1M | $1M | $508.0K | $748.0K | $234.0K | $140.0K | · | $0 | · | |
| Total Liabilities | $726M | $703M | $784M | $712M | $661M | $627M | $572M | $513M | $452M | $448M | $431M | $405M | $348M | $298M | $260M | $251M | |
| Common Stock | $14.0K | $14.0K | $14.0K | $14.0K | $13.0K | $13.0K | $13.0K | $13.0K | $13.0K | $13.0K | $12.0K | $12.0K | $13.0K | $13.0K | $13.0K | $13.0K | |
| Retained Earnings | $137M | $135M | $132M | $128M | $124M | $120M | $117M | $114M | $110M | $107M | $104M | $100M | $95M | $90M | $86M | $79M | |
| AOCI | $14.0K | $44.0K | $26.0K | $52.0K | $2.0K | $19.0K | $187.0K | $342.0K | · | · | $0 | · | · | · | · | · | |
| Stockholders' Equity | $199M | $197M | $193M | $188M | $182M | $177M | $174M | $170M | $166M | $162M | $155M | $150M | $147M | $144M | $140M | $134M | |
| Liabilities + Equity | $925M | $899M | $977M | $900M | $842M | $804M | $746M | $683M | $618M | $611M | $586M | $555M | $496M | $442M | $401M | $386M | |
| Shares Outstanding | 13,687,680 | 13,706,693 | 13,655,961 | 13,571,090 | 13,469,725 | 13,216,903 | 13,211,640 | 13,211,160 | 13,143,560 | 12,793,555 | 12,493,565 | 12,493,565 | 12,723,703 | 12,824,572 | 12,831,345 | 12,864,821 |
Flujo de Efectivo 12
| 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 | $1M | $1M | $2M | $2M | $1M | $967.0K | $1M | $1M | $636.0K | $762.0K | $591.0K | |
| Stock-based Comp | $1M | $659.0K | $1M | $1M | $761.0K | $600.0K | $711.0K | $765.0K | $420.0K | $150.0K | $497.0K | $499.0K | $629.0K | $421.0K | $331.0K | $308.0K | |
| Operating Cash Flow | $-26M | $20M | $8M | $3M | $-18M | $-22M | $657.0K | $-10M | $-7M | $2M | $10M | $9M | $-9M | $3M | $24M | $-740.0K | |
| CapEx | $0 | $21.0K | $6.0K | $21.0K | $-1M | $117.0K | $-4M | $2M | $64.0K | $1M | $1M | $2M | $4M | $178.0K | $442.0K | $4M | |
| Investing Cash Flow | $4M | $-6M | $-23M | $-35M | $-41M | $-28M | $-34M | $-53M | $-24M | $-22M | $-38M | $-53M | $-25M | $-38M | $-26M | $-17M | |
| Stock Repurchased | · | · | $0 | $0 | $0 | $0 | $0 | $-5.0K | $286.0K | $180.0K | $0 | $2M | $2M | $216.0K | $922.0K | $214.0K | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-180.0K | · | · | · | $-216.0K | · | · | |
| Financing Cash Flow | $18M | $-80M | $73M | $47M | $29M | $61M | $56M | $59M | $5M | $19M | $18M | $52M | $47M | $40M | $9M | $13M | |
| Net Change in Cash | $-3M | $-66M | $58M | $16M | $-30M | $11M | $23M | $-3M | $-27M | $-1M | $-10M | $8M | · | · | · | · | |
| Taxes Paid | $4M | $67.0K | $3M | $613.0K | $3M | $412.0K | $4M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | $-23M | · | · | · | $358.0K | · | · | · | $3M | · | · | |
| 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 | 3.9% | · | · | 13.3% | 16.4% | 14.4% | · | 16.6% | 16.4% | 17.0% | · | 24.5% | 24.5% | 23.2% | · | 18.2% | |
| Pretax Margin | 5.2% | · | · | 17.5% | 21.6% | 20.1% | · | 22.1% | 21.5% | 23.2% | · | 33.1% | 33.1% | 31.4% | · | 35.5% | |
| ROA | 0.24% | · | · | 0.62% | 0.56% | 0.45% | · | 0.56% | 0.57% | 0.63% | · | 1.0% | 1.1% | 0.89% | · | 1.9% | |
| ROE | 1.1% | · | · | 2.7% | 2.4% | 1.9% | · | 2.1% | 2.0% | 2.2% | · | 3.4% | 3.3% | 2.9% | · | 5.4% |
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 | 0.1 | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 |
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 | $159M | $127M | · | $105M | $88M | $82M | · | $80M | $78M | $75M | · | $75M | $77M | $83M | · | $88M | |
| Net Income TTM | $14M | $15M | · | $16M | $14M | $13M | · | $15M | $16M | $17M | · | $17M | $18M | $22M | · | $27M | |
| Market Cap | $198M | · | · | $263M | $202M | $231M | · | $206M | $134M | $129M | · | $108M | $114M | $113M | · | $116M | |
| P/E | 14.8 | 15.0 | · | 17.5 | 14.9 | 18.1 | · | 14.1 | 8.4 | 8.0 | · | 6.8 | 6.8 | 5.3 | · | 3.9 | |
| P/S | 1.2 | · | · | 2.5 | 2.3 | 2.8 | · | 2.6 | 1.7 | 1.7 | · | 1.4 | 1.5 | 1.4 | · | 1.3 | |
| P/B | 1.0 | · | · | 1.4 | 1.1 | 1.3 | · | 1.2 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | |
| P / Tangible Book | 1.0 | 1.1 | · | 1.4 | 1.1 | 1.3 | · | 1.2 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | |
| P / Cash Flow | · | · | · | · | · | -10.7 | · | · | · | 83.1 | · | · | · | 34.1 | · | · | |
| P / FCF | · | · | · | · | · | -10.0 | · | · | · | 359.1 | · | · | · | 36.0 | · | · | |
| Earnings Yield | 6.8% | 6.7% | · | 5.7% | 6.7% | 5.5% | · | 7.1% | 11.8% | 12.5% | · | 14.8% | 14.8% | 19.0% | · | 25.4% |
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 | |
|---|---|---|---|---|---|
| Beneficio neto | $16M | $13M | $17M | $25M | $32M |
| EPS Diluido | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-29M | $-20M | $5M | $54M | — |
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Propietarios institucionales (13F) 74 declarantes · $53.5M 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 |
|---|---|---|---|---|
| 19 (+14 vs trimestre anterior) | 0 (-7 vs trimestre anterior) | 20 (+3 vs trimestre anterior) | 16 (+1 vs trimestre anterior) | +122K |
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. | $12 918 081 | 814 507 | 24,15% | Acciones |
| WASATCH ADVISORS LP | $9 549 560 | 602 116 | 17,85% | Acciones |
| US BANCORP \DE\ | $6 801 196 | 469 048 | 12,72% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $5 677 852 | 391 576 | 10,61% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $2 814 183 | 194 026 | 5,26% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 377 732 | 95 016 | 2,58% | Acciones |
| STATE STREET CORP | $1 259 528 | 86 864 | 2,35% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1 098 187 | 75 737 | 2,05% | Acciones |
| VANGUARD GROUP INC | $1 062 389 | 59 219 | 1,99% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $946 256 | 65 259 | 1,77% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $927 159 | 63 942 | 1,73% | Acciones |
| Militia Capital Partners, LP | $897 000 | 50 000 | 1,68% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $788 278 | 54 364 | 1,47% | Acciones |
| PMC FIG Opportunities LLC | $725 000 | 50 000 | 1,36% | Acciones |
| SMITH, MOORE & CO. | $551 000 | 38 000 | 1,03% | Acciones |
| Militia Capital Management LLC | $515 852 | 35 576 | 0,96% | Acciones |
| Tempus Wealth Planning, LLC | $406 319 | 28 022 | 0,76% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $405 188 | 27 944 | 0,76% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $374 100 | 25 800 | 0,70% | Acciones |
| GOLDMAN SACHS GROUP INC | $371 171 | 25 598 | 0,69% | Acciones |
| Arcus Capital Partners, LLC | $364 530 | 25 140 | 0,68% | Acciones |
| SCOGGIN MANAGEMENT LP | $362 500 | 25 000 | 0,68% | Acciones |
| EP Wealth Advisors, LLC | $345 187 | 23 806 | 0,65% | Acciones |
| Empowered Funds, LLC | $341 287 | 23 537 | 0,64% | Acciones |
| NORDEN GROUP LLC | $245 355 | 16 921 | 0,46% | Acciones |
| STEPHENS INC /AR/ | $233 871 | 16 129 | 0,44% | Acciones |
| STRS OHIO | $214 600 | 14 800 | 0,40% | Acciones |
| Nuveen, LLC | $206 060 | 14 211 | 0,39% | Acciones |
| Global Retirement Partners, LLC | $178 321 | 12 298 | 0,33% | Acciones |
| Squarepoint Ops LLC | $174 145 | 12 010 | 0,33% | Acciones |
| IFP Advisors, Inc | $174 000 | 12 000 | 0,33% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $163 154 | 11 252 | 0,31% | Acciones |
| LPL Financial LLC | $153 193 | 10 565 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $94 625 | 6 526 | 0,18% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $89 741 | 6 189 | 0,17% | Acciones |
| Bank of New York Mellon Corp | $87 798 | 6 055 | 0,16% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $64 395 | 4 441 | 0,12% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $63 800 | 4 400 | 0,12% | Acciones |
| Vanguard Global Advisers, LLC | $60 204 | 4 152 | 0,11% | Acciones |
| BARCLAYS PLC | $57 841 | 3 989 | 0,11% | Acciones |
| CITIGROUP INC | $57 319 | 3 953 | 0,11% | Acciones |
| GLOBEFLEX CAPITAL L P | $47 850 | 3 300 | 0,09% | Acciones |
| BlackRock, Inc. | $39 049 | 2 693 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $29 754 | 2 052 | 0,06% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $22 939 | 1 582 | 0,04% | Acciones |
| Tower Research Capital LLC (TRC) | $22 649 | 1 562 | 0,04% | Acciones |
| NORTHERN TRUST CORP | $20 228 | 1 395 | 0,04% | Acciones |
| UBS Group AG | $18 575 | 1 281 | 0,03% | Acciones |
| FMR LLC | $14 297 | 986 | 0,03% | Acciones |
| Ameritas Investment Partners, Inc. | $13 413 | 925 | 0,03% | Acciones |
| Legal & General Group Plc | $11 890 | 820 | 0,02% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7 993 | 504 | 0,01% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $7 207 | 497 | 0,01% | Acciones |
| Russell Investments Group, Ltd. | $6 540 | 451 | 0,01% | Acciones |
| WELLS FARGO & COMPANY/MN | $5 713 | 394 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $5 000 | 311 | 0,01% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $4 302 | 279 | 0,01% | Acciones |
| Arax Advisory Partners | $2 610 | 180 | 0,00% | Acciones |
| DEUTSCHE BANK AG\ | $2 451 | 169 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $2 274 | 155 | 0,00% | Acciones |
| MORGAN STANLEY | $1 711 | 118 | 0,00% | Acciones |
| Sterling Capital Management LLC | $1 334 | 92 | 0,00% | Acciones |
| GAMMA Investing LLC | $1 059 | 73 | 0,00% | Acciones |
| CWM, LLC | $587 | 37 | 0,00% | Acciones |
| Allworth Financial LP | $566 | 39 | 0,00% | Acciones |
| Essential Partners LLC | $537 | 37 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $280 | 19 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $198 | 13 652 | 0,00% | Acciones |
| True Wealth Design, LLC | $145 | 10 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $102 | 7 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $29 | 2 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $15 | 1 | 0,00% | Acciones |
| Wealth Enhancement Trust Services, Inc. | $15 | 1 | 0,00% | Acciones |
| Covestor Ltd | $1 | 50 | 0,00% | Acciones |
Informantes de la empresa 20 insiders · 11 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James Noone | CHIEF EXECUTIVE OFFICER | 28 de julio de 2026 A | 466 365 | 0 | 0 | $0 |
| Robert E. Wahlman | EVP, Chief Financial Officer | 28 de julio de 2026 A | 80 278 | 0 | 0 | $0 |
| Javvis O Jacobson | CFO AND EXECUTIVE VP | 1 de marzo de 2023 M | 37 244 | 0 | 0 | $0 |
| Natasha Laurette Clayton | Relationship of Reporting Person(s) to Issuer: EVP, Chief Operating Officer of FinWise Bank, a wholly owned subsidiary of FinWis | 28 de julio de 2026 A | 60 928 | 0 | 0 | $0 |
| Dawn M Cannon | COO AND EXECUTIVE VP | 28 de octubre de 2022 P | 17 483 | 0 | 0 | $0 |
| Juan Carlos Arias | Relationship of Reporting Person(s) to Issuer: EVP, Chief Strategy Officer of FinWise Bank, a wholly owned subsidiary of FinWise | 28 de julio de 2026 A | 23 392 | 0 | 0 | $0 |
| Sarah Elizabeth Grotta | Relationship of Reporting Person(s) to Issuer: EVP, Chief Fintech Officer of FinWise Bank, a wholly owned subsidiary of FinWise | 28 de julio de 2026 A | 28 764 | 0 | 0 | $0 |
| Timothy Stephen Brosnan | Relationship of Reporting Person(s) to Issuer: EVP, Chief Credit Officer of FinWise Bank, a wholly owned subsidiary of FinWise B | 28 de julio de 2026 A | 33 037 | 0 | 0 | $0 |
| Michael Christopher Obrien | Relationship of Reporting Person(s) to Issuer: EVP, Corporate Counsel and Corporate Secretary | 28 de julio de 2026 A | 103 549 | 0 | 0 | $0 |
| Kent Landvatter | EXECUTIVE CHAIRMAN | 28 de julio de 2026 A | 986 333 | 0 | 0 | $0 |
| David Tilis | CSO AND SENIOR VP | 2 de mayo de 2022 P | 317 778 | 0 | 0 | $0 |
| Gerald Edwin Cunningham | Consejero | 14 de diciembre de 2022 A | 62 469 | 0 | 0 | $0 |
| Howard I Reynolds | Consejero | 14 de diciembre de 2022 A | 24 327 | 0 | 0 | $0 |
| James N Giordano | Consejero | 14 de diciembre de 2022 A | 381 947 | 0 | 0 | $0 |
| Jeana Hutchings | Consejero | 14 de diciembre de 2022 A | 14 527 | 0 | 0 | $0 |
| Thomas Elmer Gibson Jr | Consejero | 14 de diciembre de 2022 A | 18 827 | 0 | 0 | $0 |
| Lisa Ann Nievaard | Consejero | 14 de diciembre de 2022 A | 4 327 | 0 | 0 | $0 |
| Alan Weichselbaum | Consejero | 14 de diciembre de 2022 A | 44 582 | 0 | 0 | $0 |
| Russell Fred Healey Jr | Consejero | 19 de noviembre de 2021 P | 88 000 | 0 | 0 | $0 |
| Richard Thiessens | — | 28 de julio de 2026 A | 68 174 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 32 740 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 11 146 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6 811 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 61 218 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 150 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,00% | 4 123 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 216 027 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,00% | 438 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,00% | 32 947 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,00% | 343 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 345 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 164 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 5 934 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 17 276 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 777 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 2 393 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 421 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 97 324 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 282 482 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 55 171 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 580 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 697 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,00% | 8 NS | 30 de abril de 2026 | N-PORT |