ORRF Orrstown Financial Services, Inc. - Common Stock
ORRF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
ORRF 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
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 4 de agosto de 2026 | $0,3000 |
| 5 de mayo de 2026 | $0,3000 |
| 10 de febrero de 2026 | $0,3000 |
| 5 de noviembre de 2025 | $0,2700 |
| 5 de agosto de 2025 | $0,2700 |
| 6 de mayo de 2025 | $0,2600 |
| 14 de febrero de 2025 | $0,2600 |
| 5 de noviembre de 2024 | $0,2300 |
| 8 de agosto de 2024 | $0,2300 |
| 6 de mayo de 2024 | $0,2000 |
| 5 de febrero de 2024 | $0,2000 |
| 6 de noviembre de 2023 | $0,2000 |
| 7 de agosto de 2023 | $0,2000 |
| 8 de mayo de 2023 | $0,2000 |
| 6 de febrero de 2023 | $0,2000 |
| 28 de octubre de 2022 | $0,1900 |
| 29 de julio de 2022 | $0,1900 |
| 29 de abril de 2022 | $0,1900 |
| 31 de enero de 2022 | $0,1900 |
| 29 de octubre de 2021 | $0,1900 |
ORRF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 18,2%
- Compra 6 54,5%
- Mantener 3 27,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-13Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.09 | $1.05 | 0.04% |
| 31 de marzo de 2026 | $1.12 | $1.03 | 0.09% |
| 31 de diciembre de 2025 | $1.11 | $1.08 | 0.03% |
| 30 de septiembre de 2025 | $1.13 | $1.07 | 0.06% |
| 30 de junio de 2025 | $1.04 | $1.00 | 0.04% |
| 31 de marzo de 2025 | $1.00 | $0.94 | 0.06% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ORRF | $691M | 8.5 | 36.0% | 217.7% | 14.2% | — |
| SMBK | $630M | 12.4 | 16.9% | 25.1% | 9.7% | — |
| GSBC | $681M | 9.9 | 4.4% | 30.9% | 11.5% | — |
| EGBN | $650M | -4.7 | -3.1% | -46.1% | -11.9% | — |
| SPFI | $632M | 11.3 | 8.6% | 27.6% | 12.3% | — |
| IBCP | $668M | 9.9 | 0.30% | 213.7% | 14.1% | — |
| SMBC | — | 10.6 | 11.1% | 32.1% | 11.3% | — |
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | — |
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | — |
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 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $37M | $27M | $19M | $19M | $19M | $16M | $18M | $15M | |
| Interest Expense | · | · | $45M | $9M | $7M | $16M | $24M | $14M | |
| Interest Income | $304M | $249M | $150M | $109M | $94M | $100M | $93M | $66M | |
| Pretax Income | $103M | $28M | $45M | $27M | $41M | $33M | $20M | $14M | |
| Income Tax | $22M | $6M | $9M | $5M | $8M | $6M | $3M | $2M | |
| Net Income | $81M | $22M | $36M | $22M | $33M | $26M | $17M | $13M | |
| EPS (Basic) | $4.21 | $1.49 | $3.45 | $2.09 | $3.00 | $2.42 | $1.63 | $1.53 | |
| EPS (Diluted) | $4.18 | $1.48 | $3.42 | $2.06 | $2.96 | $2.40 | $1.61 | $1.50 | |
| Shares (Basic) | 19,201,000 | 14,761,000 | 10,340,000 | 10,553,000 | 10,967,000 | 10,942,000 | 10,362,000 | 8,360,000 | |
| Shares (Diluted) | 19,355,000 | 14,914,000 | 10,435,000 | 10,706,000 | 11,106,000 | 11,034,000 | 10,514,000 | 8,537,000 |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $51M | $50M | $29M | $29M | $34M | $35M | $38M | $38M | |
| PP&E (Gross) | $86M | $83M | $60M | $60M | $66M | $66M | $65M | $69M | |
| Accum. Depreciation | $35M | $33M | $31M | $30M | $32M | $31M | $28M | $30M | |
| Goodwill | $70M | $68M | $19M | $19M | $19M | $19M | $20M | $13M | |
| Intangibles | $38M | $48M | $2M | $3M | $4M | $5M | $7M | $4M | |
| Total Assets | $5.54B | $5.44B | $3.06B | $2.92B | $2.83B | $2.75B | $2.38B | $1.93B | |
| Short-term Debt | · | · | · | $17M | $23M | $19M | $8M | $64M | |
| Total Liabilities | $4.95B | $4.92B | $2.80B | $2.69B | $2.56B | $2.50B | $2.16B | $1.76B | |
| Long-term Debt | · | · | $40M | $1M | $2M | $2M | $63M | $83M | |
| Total Debt | · | · | · | $17M | $23M | $19M | $155M | $64M | |
| Common Stock | $1M | $1M | $583.0K | $584.0K | $586.0K | $586.0K | $584.0K | $491.0K | |
| Paid-in Capital | $425M | $423M | $189M | $189M | $190M | $189M | $188M | $152M | |
| Retained Earnings | $187M | $127M | $118M | $92M | $79M | $54M | $35M | $24M | |
| Treasury Stock | $6M | $8M | $14M | $14M | $2M | $848.0K | $466.0K | $236.0K | |
| AOCI | $-15M | $-26M | $-28M | $-40M | $4M | $3M | $-480.0K | $-3M | |
| Stockholders' Equity | $592M | $517M | $265M | $229M | $272M | $246M | $223M | $173M | |
| Liabilities + Equity | $5.54B | $5.44B | $3.06B | $2.92B | $2.83B | $2.75B | $2.38B | $1.93B | |
| Shares Outstanding | 19,507,208 | 19,389,967 | 10,612,390 | 10,671,413 | 11,183,050 | 11,201,317 | 11,199,874 | 9,430,224 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $10M | $4M | $5M | $5M | $7M | $6M | $4M | |
| Stock-based Comp | $5M | $9M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Deferred Tax | $6M | $-867.0K | $-651.0K | $-591.0K | $942.0K | $-554.0K | $2M | $543.0K | |
| Amort. of Intangibles | $10M | $6M | $953.0K | $1M | $1M | $2M | $2M | $286.0K | |
| Restructuring | $91.0K | $296.0K | $0 | $3M | · | $2M | · | · | |
| Operating Cash Flow | $75M | $35M | $44M | $36M | $41M | $30M | $9M | $22M | |
| CapEx | $4M | $2M | $2M | $895.0K | $1M | $1M | $3M | $5M | |
| Investing Cash Flow | $-182M | $61M | $-153M | $-271M | $-2M | $-293M | $18M | $-139M | |
| Debt Issued | · | · | · | · | · | · | $20M | $0 | |
| Net Debt Issued | · | · | · | · | · | · | $-72M | $-365.0K | |
| Stock Repurchased | $263.0K | $0 | $3M | $14M | $2M | $1M | $0 | $0 | |
| Net Stock Activity | $-263.0K | $0 | $-3M | $-14M | $-2M | $-1M | · | $0 | |
| Dividends Paid | $21M | $13M | $8M | $8M | $8M | $8M | $6M | $4M | |
| Financing Cash Flow | $8M | $88M | $114M | $87M | $45M | $332M | $-60M | $176M | |
| Net Change in Cash | $-99M | $184M | $4M | $-148M | $83M | $69M | $-33M | $59M | |
| Taxes Paid | $6M | · | · | · | · | · | · | · | |
| Free Cash Flow | $70M | $33M | $41M | $35M | $40M | $29M | $6M | $18M | |
| Levered FCF | · | · | $6M | $28M | $34M | $16M | $-14M | $6M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 217.7% | 80.7% | 183.1% | 113.2% | 173.7% | 154.6% | 17.3% | 17.5% | |
| Pretax Margin | 276.3% | 101.8% | 231.2% | 136.7% | 216.0% | 189.9% | 20.1% | 19.7% | |
| ROA | 1.5% | 0.52% | 1.2% | 0.77% | 1.2% | 1.0% | 0.78% | 0.73% | |
| ROE | 14.2% | 4.3% | 14.0% | 9.9% | 12.2% | 11.1% | 7.6% | 8.0% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.1 | 0.1 | 0.1 | 0.7 | 0.4 |
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 | 36.0% | 40.2% | 0.08% | 2.8% | 14.9% | · | · | · | |
| Revenue CAGR 3Y | 24.0% | 13.0% | 5.7% | · | · | · | · | · | |
| Revenue CAGR 5Y | 17.6% | · | · | · | · | · | · | · | |
| EPS YoY | 182.4% | -56.7% | 66.0% | -30.4% | 23.3% | · | · | · | |
| EPS CAGR 3Y | 26.6% | -20.6% | 12.5% | · | · | · | · | · | |
| EPS CAGR 5Y | 11.7% | · | · | · | · | · | · | · | |
| Net Income YoY | 266.7% | -38.2% | 61.8% | -33.0% | 24.2% | · | · | · | |
| Net Income CAGR 3Y | 54.2% | -12.5% | 10.5% | · | · | · | · | · | |
| Net Income CAGR 5Y | 25.0% | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 22.1% | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $37M | $27M | $19M | $19M | $19M | $16M | $18M | $15M | |
| Net Income TTM | $81M | $22M | $36M | $22M | $33M | $26M | $17M | $13M | |
| Market Cap | $691M | $710M | $313M | $247M | $282M | $185M | $253M | $172M | |
| P/E | 8.5 | 24.7 | 8.6 | 11.2 | 8.5 | 6.9 | 14.0 | 12.1 | |
| P/S | 18.6 | 26.0 | 16.1 | 12.7 | 14.9 | 11.3 | 14.1 | 11.4 | |
| P/B | 1.2 | 1.4 | 1.2 | 1.1 | 1.0 | 0.8 | 1.1 | 1.0 | |
| P / Tangible Book | 1.4 | 1.8 | 1.3 | 1.2 | 1.1 | 0.8 | · | · | |
| P / Cash Flow | 9.2 | 20.3 | 7.2 | 6.8 | 6.9 | 6.1 | 27.9 | 7.6 | |
| P / FCF | 9.8 | 21.3 | 7.6 | 7.0 | 7.1 | 6.4 | 41.0 | 9.7 | |
| Dividend Yield | 3.0% | 1.9% | 2.7% | 3.3% | 2.9% | 4.1% | 2.4% | 2.5% | |
| Earnings Yield | 11.8% | 4.0% | 11.6% | 8.9% | 11.8% | 14.5% | 7.1% | 8.2% | |
| Payout Ratio | 25.5% | 59.8% | 23.8% | 37.5% | 25.2% | 28.8% | 36.3% | 34.2% | |
| Annual Payout | $21M | $13M | $8M | $8M | $8M | $8M | $6M | $4M |
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 | · | · | · | · | · | · | · | · | $17M | $16M | · | $12M | $11M | $8M | · | $2M | |
| Interest Income | $75M | $74M | $76M | $77M | $75M | $76M | $80M | $83M | $43M | $43M | $40M | $39M | $37M | $34M | $32M | $27M | |
| Pretax Income | $25M | $28M | $27M | $28M | $25M | $23M | $17M | $-10M | $10M | $11M | $10M | $12M | $12M | $11M | $12M | $-6M | |
| Income Tax | $4M | $6M | $6M | $6M | $5M | $5M | $3M | $-2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $-2M | |
| Net Income | $21M | $22M | $21M | $22M | $19M | $18M | $14M | $-8M | $8M | $9M | $8M | $9M | $10M | $9M | $10M | $-5M | |
| EPS (Basic) | $1.10 | $1.13 | $1.12 | $1.14 | $1.01 | $0.94 | $0.34 | $-0.41 | $0.74 | $0.82 | $0.75 | $0.87 | $0.95 | $0.88 | $0.95 | $-0.47 | |
| EPS (Diluted) | $1.09 | $1.12 | $1.11 | $1.13 | $1.01 | $0.93 | $0.35 | $-0.41 | $0.73 | $0.81 | $0.74 | $0.87 | $0.94 | $0.87 | $0.94 | $-0.47 | |
| Shares (Basic) | 19,313,000 | 19,274,000 | -38,353,000 | 19,224,000 | 19,173,000 | 19,157,000 | -25,069,000 | 19,088,000 | 10,393,000 | 10,349,000 | -20,700,000 | 10,319,000 | 10,336,000 | 10,385,000 | -21,286,000 | 10,369,000 | |
| Shares (Diluted) | 19,432,000 | 19,410,000 | -38,679,000 | 19,364,000 | 19,342,000 | 19,328,000 | -25,347,000 | 19,226,000 | 10,553,000 | 10,482,000 | -20,887,000 | 10,405,000 | 10,421,000 | 10,496,000 | -21,414,000 | 10,369,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $50M | $51M | $51M | $51M | $52M | $52M | $50M | $50M | $28M | $29M | · | $29M | $30M | $29M | · | $31M | |
| PP&E (Gross) | · | · | $86M | · | · | · | $83M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $35M | · | · | · | $33M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $70M | $70M | $70M | $70M | $70M | $68M | $68M | $71M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Intangibles | $34M | $36M | $38M | $40M | $43M | $45M | $48M | $46M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | |
| Total Assets | $5.61B | $5.58B | $5.54B | $5.47B | $5.39B | $5.44B | $5.44B | $5.47B | $3.20B | $3.18B | · | $3.05B | $3.01B | $3.01B | · | $2.85B | |
| Total Liabilities | $4.99B | $4.97B | $4.95B | $4.90B | $4.84B | $4.91B | $4.92B | $4.95B | $2.92B | $2.91B | · | $2.81B | $2.76B | $2.77B | · | $2.63B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $583.0K | $583.0K | · | $583.0K | $583.0K | $584.0K | · | $585.0K | |
| Paid-in Capital | $422M | $423M | $425M | $424M | $422M | $421M | $423M | $422M | $188M | $187M | · | $188M | $188M | $188M | · | $189M | |
| Retained Earnings | $218M | $203M | $187M | $171M | $154M | $140M | $127M | $117M | $130M | $124M | · | $112M | $105M | $98M | · | $85M | |
| Treasury Stock | $1M | $3M | $6M | $6M | $4M | $5M | $8M | $8M | $11M | $12M | · | $14M | $14M | $13M | · | $13M | |
| AOCI | $-18M | $-20M | $-15M | $-18M | $-24M | $-24M | $-26M | $-16M | $-28M | $-29M | · | $-44M | $-34M | $-33M | · | $-43M | |
| Stockholders' Equity | $622M | $603M | $592M | $572M | $548M | $533M | $517M | $516M | $278M | $272M | $265M | $243M | $246M | $240M | $229M | $217M | |
| Liabilities + Equity | $5.61B | $5.58B | $5.54B | $5.47B | $5.39B | $5.44B | $5.44B | $5.47B | $3.20B | $3.18B | · | $3.05B | $3.01B | $3.01B | · | $2.85B | |
| Shares Outstanding | 19,669,802 | 19,611,427 | 19,507,208 | 19,500,983 | 19,535,835 | 19,509,642 | 19,389,967 | 19,373,354 | 10,720,225 | 10,705,077 | · | 10,613,271 | 10,611,425 | 10,691,907 | · | 10,686,064 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $6M | $864.0K | $967.0K | $593.0K | $609.0K | $535.0K | $619.0K | $546.0K | $741.0K | |
| Deferred Tax | · | $3M | · | · | · | $6M | · | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $215.0K | $225.0K | $236.0K | $228.0K | $239.0K | $250.0K | $260.0K | $272.0K | |
| Restructuring | $0 | $0 | $0 | $0 | $0 | $91.0K | $39.0K | $257.0K | $0 | $0 | $0 | $0 | · | · | $0 | $3M | |
| Operating Cash Flow | $23M | $26M | $16M | $23M | $24M | $11M | $8M | $7M | $6M | $13M | $14M | $8M | $16M | $5M | $-2M | $12M | |
| CapEx | $546.0K | $422.0K | $624.0K | $506.0K | $790.0K | $2M | $1M | $363.0K | $37.0K | $63.0K | $522.0K | $266.0K | $1M | $248.0K | $90.0K | $333.0K | |
| Investing Cash Flow | $-52M | $-32M | $-98M | $-41M | $-83M | $40M | $32M | $102M | $-64M | $-9M | $-26M | $-34M | $-37M | $-57M | $-73M | $-79M | |
| Stock Repurchased | $0 | $429.0K | $169.0K | $29.0K | $65.0K | $0 | $0 | $0 | $0 | $0 | $6.0K | $0 | $1M | $1M | $116.0K | $0 | |
| Net Stock Activity | · | $-429.0K | · | · | · | · | · | · | · | $0 | · | · | · | $-1M | · | · | |
| Dividends Paid | $6M | $6M | $5M | $5M | $5M | $5M | $4M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $13M | $18M | $47M | $53M | $-80M | $-13M | $-29M | $-5M | $7M | $114M | $-18M | $44M | $-2M | $89M | $69M | $22M | |
| Net Change in Cash | $-16M | $11M | $-34M | $35M | $-138M | $38M | $12M | $104M | $-50M | $118M | $-30M | $19M | $-22M | $38M | $-6M | $-45M | |
| Free Cash Flow | · | $25M | · | · | · | $9M | · | · | · | $13M | · | · | · | $5M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $86.0K | · | · | · | $-1M | · | · |
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 | 33.8% | 33.8% | · | 34.0% | 31.1% | 29.9% | · | -12.3% | 23.2% | 25.5% | · | 28.1% | 29.3% | 28.3% | · | -15.3% | |
| Pretax Margin | 39.4% | 42.6% | · | 43.0% | 39.6% | 37.7% | · | -15.4% | 29.5% | 32.1% | · | 36.0% | 36.9% | 35.2% | · | -20.3% | |
| ROA | 0.38% | 0.40% | · | 0.40% | 0.45% | 0.42% | · | -0.19% | 0.25% | 0.28% | · | 0.31% | 0.34% | 0.31% | · | -0.17% | |
| ROE | 3.6% | 3.8% | · | 4.0% | 4.7% | 4.5% | · | -2.1% | 2.9% | 3.3% | · | 3.9% | 4.1% | 3.7% | · | -2.0% |
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 | · | 0.0 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $84M | $81M | · | $51M | $37M | $26M | · | $17M | $35M | $37M | · | $23M | $23M | $22M | · | $20M | |
| Market Cap | $803M | $708M | · | $663M | $622M | $585M | · | $697M | $293M | $287M | · | $223M | $203M | $212M | · | $256M | |
| P/E | 9.4 | 8.6 | · | 12.8 | 14.1 | 14.6 | · | 18.0 | 8.2 | 7.7 | · | 9.5 | 8.8 | 10.0 | · | 13.5 | |
| P/B | 1.3 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | 1.3 | 1.1 | 1.1 | · | 0.9 | 0.8 | 0.9 | · | 1.2 | |
| P / Tangible Book | 1.5 | 1.4 | · | 1.4 | 1.4 | 1.4 | · | 1.7 | 1.1 | 1.1 | · | 1.0 | 0.9 | 1.0 | · | 1.3 | |
| P / Cash Flow | · | 27.7 | · | · | · | 53.5 | · | · | · | 22.6 | · | · | · | 39.2 | · | · | |
| P / FCF | · | 28.2 | · | · | · | 67.8 | · | · | · | 22.7 | · | · | · | 41.1 | · | · | |
| Earnings Yield | 10.7% | 11.6% | · | 7.8% | 7.1% | 6.9% | · | 5.6% | 12.2% | 13.0% | · | 10.5% | 11.3% | 10.0% | · | 7.4% | |
| Payout Ratio | · | 26.9% | · | · | · | 27.9% | · | · | · | 24.9% | · | · | · | 23.2% | · | · |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $37M | $27M | $19M | $19M | $19M |
| Beneficio neto | $81M | $22M | $36M | $22M | $33M |
| EPS Diluido | $4.18 | $1.48 | $3.42 | $2.06 | $2.96 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | — | 0.1 | 0.1 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $70M | $33M | $41M | $35M | $40M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 171 declarantes · $364.3M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 30 (+13 vs trimestre anterior) | 15 (-10 vs trimestre anterior) | 48 (-10 vs trimestre anterior) | 48 (+12 vs trimestre anterior) | +808K |
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 | $37 609 738 | 921 130 | 10,32% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $34 102 768 | 835 238 | 9,36% | Acciones |
| STATE STREET CORP | $27 752 886 | 679 718 | 7,62% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27 152 644 | 665 017 | 7,45% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $24 584 927 | 602 129 | 6,75% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $20 214 596 | 494 976 | 5,55% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12 433 143 | 304 510 | 3,41% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $11 843 068 | 290 058 | 3,25% | Acciones |
| ALGERT GLOBAL LLC | $11 744 178 | 287 636 | 3,22% | Acciones |
| Qube Research & Technologies Ltd | $11 273 857 | 276 117 | 3,09% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9 286 171 | 227 435 | 2,55% | Acciones |
| ProShare Advisors LLC | $7 056 403 | 172 824 | 1,94% | Acciones |
| Petiole USA ltd | $6 849 886 | 167 766 | 1,88% | Acciones |
| CITADEL ADVISORS LLC | $6 461 837 | 158 262 | 1,77% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $6 312 767 | 154 611 | 1,73% | Acciones |
| Pacific Ridge Capital Partners, LLC | $5 973 511 | 146 302 | 1,64% | Acciones |
| Man Group plc | $5 961 670 | 146 012 | 1,64% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 290 261 | 129 568 | 1,45% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $5 132 862 | 125 713 | 1,41% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 448 183 | 108 944 | 1,22% | Acciones |
| VANGUARD GROUP INC | $4 308 170 | 121 631 | 1,18% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 105 620 | 100 554 | 1,13% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $3 870 227 | 94 789 | 1,06% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 560 627 | 98 687 | 0,98% | Acciones |
| FIRST TRUST ADVISORS LP | $2 948 048 | 72 203 | 0,81% | Acciones |
| D. E. Shaw & Co., Inc. | $2 891 866 | 70 827 | 0,79% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 758 638 | 67 564 | 0,76% | Acciones |
| PL Capital Advisors, LLC | $2 627 655 | 64 356 | 0,72% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 506 227 | 61 382 | 0,69% | Acciones |
| Trexquant Investment LP | $2 126 304 | 52 077 | 0,58% | Acciones |
| Cetera Investment Advisers | $2 083 290 | 51 023 | 0,57% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 045 216 | 50 091 | 0,56% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 022 553 | 57 102 | 0,56% | Acciones |
| Quantinno Capital Management LP | $2 011 835 | 49 273 | 0,55% | Acciones |
| Rosenthal | Henry Capital Advisors, Inc. | $2 004 752 | 49 100 | 0,55% | Acciones |
| Empowered Funds, LLC | $1 809 953 | 44 329 | 0,50% | Acciones |
| AlphaQuest LLC | $1 558 197 | 43 992 | 0,43% | Acciones |
| Swiss National Bank | $1 527 042 | 37 400 | 0,42% | Acciones |
| BARCLAYS PLC | $1 523 285 | 37 308 | 0,42% | Acciones |
| BlackRock, Inc. | $1 345 838 | 32 962 | 0,37% | Acciones |
| Inspire Advisors, LLC | $1 312 970 | 32 157 | 0,36% | Acciones |
| Pinnacle Holdings, LLC | $1 271 451 | 31 140 | 0,35% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $1 270 466 | 31 116 | 0,35% | Acciones |
| RHUMBLINE ADVISERS | $1 035 441 | 25 360 | 0,28% | Acciones |
| truNorth Financial Services, Inc. | $947 297 | 23 201 | 0,26% | Acciones |
| Vanguard Global Advisers, LLC | $817 784 | 20 029 | 0,22% | Acciones |
| Brookwood Investment Group LLC | $800 635 | 19 609 | 0,22% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $784 426 | 19 212 | 0,22% | Acciones |
| Summit Trail Advisors, LLC | $778 097 | 19 057 | 0,21% | Acciones |
| CITIGROUP INC | $758 050 | 18 566 | 0,21% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $670 388 | 16 419 | 0,18% | Acciones |
| Graham Capital Management, L.P. | $669 285 | 16 392 | 0,18% | Acciones |
| WELLS FARGO & COMPANY/MN | $655 077 | 16 044 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $637 425 | 17 667 | 0,17% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $614 818 | 15 058 | 0,17% | Acciones |
| ALPS ADVISORS INC | $598 854 | 14 667 | 0,16% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $587 952 | 14 400 | 0,16% | Acciones |
| SALZHAUER MICHAEL | $560 759 | 13 734 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $526 258 | 12 889 | 0,14% | Acciones |
| RKL Wealth Management LLC | $517 155 | 12 666 | 0,14% | Acciones |
| FRANKLIN RESOURCES INC | $498 534 | 12 210 | 0,14% | Acciones |
| Bank of New York Mellon Corp | $468 973 | 11 486 | 0,13% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $463 094 | 11 342 | 0,13% | Acciones |
| HSBC HOLDINGS PLC | $459 286 | 11 257 | 0,13% | Acciones |
| MetLife Investment Management, LLC | $442 026 | 10 826 | 0,12% | Acciones |
| Rafferty Asset Management, LLC | $441 291 | 10 808 | 0,12% | Acciones |
| Quantbot Technologies LP | $433 533 | 10 618 | 0,12% | Acciones |
| Daytona Street Capital LLC | $429 244 | 10 627 | 0,12% | Acciones |
| Balyasny Asset Management L.P. | $426 265 | 10 440 | 0,12% | Acciones |
| Johnson & White Wealth Management, LLC | $422 248 | 10 342 | 0,12% | Acciones |
| Aquatic Capital Management LLC | $421 121 | 10 314 | 0,12% | Acciones |
| Russell Investments Group, Ltd. | $416 547 | 10 202 | 0,11% | Acciones |
| Brandywine Global Investment Management, LLC | $414 768 | 11 710 | 0,11% | Acciones |
| Cubist Systematic Strategies, LLC | $414 562 | 12 200 | 0,11% | Acciones |
| JANUS HENDERSON GROUP PLC | $404 152 | 11 200 | 0,11% | Acciones |
| Sequoia Financial Advisors, LLC | $396 337 | 9 707 | 0,11% | Acciones |
| PNC Financial Services Group, Inc. | $384 169 | 9 409 | 0,11% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $363 836 | 8 911 | 0,10% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $363 469 | 8 902 | 0,10% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $360 161 | 8 821 | 0,10% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $357 752 | 8 762 | 0,10% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $349 668 | 8 564 | 0,10% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $333 989 | 8 180 | 0,09% | Acciones |
| Quadrature Capital Ltd | $322 149 | 7 890 | 0,09% | Acciones |
| VISTA INVESTMENT MANAGEMENT | $316 024 | 7 740 | 0,09% | Acciones |
| Invesco Ltd. | $315 820 | 7 735 | 0,09% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $308 471 | 7 555 | 0,08% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $289 893 | 7 100 | 0,08% | Acciones |
| Focus Partners Advisor Solutions, LLC | $284 177 | 6 960 | 0,08% | Acciones |
| Entropy Technologies, LP | $278 134 | 6 812 | 0,08% | Acciones |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $277 113 | 6 787 | 0,08% | Acciones |
| Squarepoint Ops LLC | $275 766 | 6 754 | 0,08% | Acciones |
| Savant Capital, LLC | $274 860 | 7 165 | 0,08% | Acciones |
| Sterling Capital Management LLC | $274 500 | 6 723 | 0,08% | Acciones |
| Centiva Capital, LP | $273 602 | 6 701 | 0,08% | Acciones |
| OSAIC HOLDINGS, INC. | $266 353 | 6 523 | 0,07% | Acciones |
| apricus wealth, LLC | $261 067 | 6 394 | 0,07% | Acciones |
| Aigen Investment Management, LP | $254 044 | 6 222 | 0,07% | Acciones |
| ALLSTATE CORP | $249 839 | 6 119 | 0,07% | Acciones |
| BROWN ADVISORY INC | $249 839 | 6 119 | 0,07% | Acciones |
Informantes de la empresa 61 insiders · 37 directivos · 23 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Thomas R Quinn Jr | President & CEO | 1 de junio de 2026 F | 0 | 0 | 0 | $0 |
| Neelesh Kalani | EVP, Chief Financial Officer | 28 de julio de 2025 F | 3 015 | 0 | 0 | $0 |
| Thomas R Brugger | EVP, Chief Financial Officer | 27 de enero de 2021 A | 18 698 | 0 | 0 | $0 |
| David P Boyle | Chief Financial Officer | 5 de febrero de 2019 D | 47 956 | 0 | 0 | $0 |
| Adam L Metz | SEVP, Chief Operating Officer | 28 de julio de 2025 F | 2 742 | 0 | 0 | $0 |
| Craig L Kauffman | EVP, Chief Operating Officer | 30 de septiembre de 2024 F | 0 | 0 | 0 | $0 |
| SEIBERT JEFFREY M | Chief Operating Officer | 29 de enero de 2015 A | 42 047 | 0 | 0 | $0 |
| Jeffrey W Embly | Chief Operating Officer | 27 de junio de 2011 M | 6 137 | 0 | 0 | $0 |
| Amy Doll | EVP, Chief Admin. Officer | 24 de julio de 2026 M | 25 669 | 0 | 1 | $-124 913 |
| Michael Jaeger | EVP, Chief Experience Officer | 1 de julio de 2026 F | 3 549 | 0 | 0 | $0 |
| Sean Mulcahy | Chief Accounting Officer | 1 de julio de 2026 F | 2 768 | 0 | 0 | $0 |
| Philip E Fague | EVP, Trust & Wealth | 14 de agosto de 2025 G | 44 328 | 0 | 0 | $0 |
| Heather K. Knisely | Chief Human Resources Officer | 28 de julio de 2025 F | 1 756 | 0 | 0 | $0 |
| David Chajkowski | EVP, Chief Credit Officer | 28 de julio de 2025 F | 1 990 | 0 | 0 | $0 |
| Matthew Dyckman | EVP, General Counsel | 28 de julio de 2025 F | 2 675 | 0 | 0 | $0 |
| Christopher D Holt | EVP, Market President | 28 de julio de 2025 F | 3 230 | 0 | 0 | $0 |
| Zachary Moses Khuri | EVP, Chief Revenue Officer | 28 de julio de 2025 F | 2 504 | 0 | 0 | $0 |
| David Todd Hornberger | EVP, Market President | 28 de julio de 2025 F | 2 683 | 0 | 0 | $0 |
| Jeffrey S Gayman | EVP, Mortgage & Retail | 28 de julio de 2025 F | 2 196 | 0 | 0 | $0 |
| Benjamin H Colvard IV | EVP, Chief Operations Officer | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Christopher Orr | EVP Chief Information Officer | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Harland E. Carney III | EVP, Market President | 16 de febrero de 2025 A | 7 484 | 0 | 0 | $0 |
| Robert G Coradi | EVP, Chief Risk Officer | 16 de febrero de 2025 A | 12 737 | 0 | 0 | $0 |
| Chad M Clabaugh | Chief Consumer Banking Officer | 1 de enero de 2025 F | 3 414 | 0 | 0 | $0 |
| Adam D. Bonanno | EVP, Operations & Technology | 1 de julio de 2024 J | 0 | 0 | 0 | $0 |
| Will Joseph Ziegler | EVP, Chief Credit Officer | 10 de febrero de 2023 A | 2 806 | 0 | 0 | $0 |
| Robert J Fignar | Executive Vice President | 16 de febrero de 2022 A | 11 849 | 0 | 0 | $0 |
| Luke Bernstein | Executive Vice President | 16 de febrero de 2022 A | 13 034 | 0 | 0 | $0 |
| Gary Alan Manley | Interim Chief Financial Office | 26 de junio de 2020 D | 2 905 | 0 | 0 | $0 |
| Benjamin W Wallace | EVP Operations & Technology | 23 de enero de 2018 D | 25 646 | 0 | 0 | $0 |
| Douglas P Barton | Chief Accounting Officer | 5 de febrero de 2016 A | 10 598 | 0 | 0 | $0 |
| Bradley S Everly | Executive Vice President | 9 de agosto de 2011 P | 18 750 | 0 | 0 | $0 |
| Michael A Moore | Senior Vice President | 8 de agosto de 2011 P | 200 | 0 | 0 | $0 |
| Benjamin S Stoops | Chief Technology Officer | 13 de abril de 2011 M | — | 0 | 0 | $0 |
| Michelle N Paulnock | Senior Vice President | 21 de julio de 2010 A | — | 0 | 0 | $0 |
| Peter C Zimmerman | Executive Vice President | 15 de julio de 2008 A | 2 400 | 0 | 0 | $0 |
| Stephen C Oldt | Executive Vice President | 9 de julio de 2007 A | 12 643 | 0 | 0 | $0 |
| Joel R Zullinger | Consejero | 30 de julio de 2026 G | 54 252 | 0 | 0 | $0 |
| Sarah M Brown | Consejero | 3 de septiembre de 2025 P | 9 340 | 1 | 0 | $10 080 |
| John W Giambalvo | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Cindy Jeannette Joiner | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Eric Andrew Segal | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| John Rodney Messick | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Brian D Brunner | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Mark K Keller | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Glenn W Snoke | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Barbara E Brobst | Consejero | 6 de mayo de 2025 A | 1 500 | 0 | 0 | $0 |
| Scott V Fainor | Consejero | 6 de mayo de 2025 A | 2 500 | 0 | 0 | $0 |
| Meera R Modi | Consejero | 30 de abril de 2024 A | 4 641 | 0 | 0 | $0 |
| Thomas D Longenecker | Consejero | 30 de abril de 2024 A | 4 641 | 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 |
|---|---|---|---|---|---|
| PL Capital, LLC, Financial Edge Fund, L.P., Financial Edge—Strategic Fund, L.P., Goodbody/PL Capital, L.P., Goodbody/PL Capital, LLC, PL Capital Advisors, LLC, John W. Palmer, Richard J. Lashley, PL Capital/Focused Fund, L.P. ×7 presentaciones | 31 de julio 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 47 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 1,00% | 177 277 NS | 31 de mayo de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,25% | 14 464 NS | 31 de mayo de 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,21% | 28 908 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,19% | 65 194 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,12% | 21 071 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,11% | 22 725 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 58 277 NS | 30 de abril de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,08% | 8 120 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,06% | 468 377 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 41 479 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,05% | 180 400 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 16 693 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,04% | 89 747 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 19 558 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 933 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,03% | 516 753 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 8 109 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,02% | 2 772 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 110 441 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,02% | 71 500 NS | 30 de abril de 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,02% | 461 110 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 879 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 64 475 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 2 738 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 93 154 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 688 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 224 256 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 30 147 SH | 8 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 895 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 691 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 135 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 4 366 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 728 NS | 31 de mayo de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,00% | 560 SH | 8 de agosto de 2026 | Diario |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 10 713 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 17 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 994 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 26 466 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 5 171 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 34 903 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 6 610 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 694 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5 728 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 11 541 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 3 096 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 592 621 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 700 SH | 8 de agosto de 2026 | Diario |