SBCF Seacoast Banking Corporation of Florida - Common Stock
SBCF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SBCF 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 |
|---|---|
| 15 de junio de 2026 | $0,1900 |
| 13 de marzo de 2026 | $0,1900 |
| 15 de diciembre de 2025 | $0,1900 |
| 15 de septiembre de 2025 | $0,1800 |
| 13 de junio de 2025 | $0,1800 |
| 14 de marzo de 2025 | $0,1800 |
| 13 de diciembre de 2024 | $0,1800 |
| 13 de septiembre de 2024 | $0,1800 |
| 14 de junio de 2024 | $0,1800 |
| 14 de marzo de 2024 | $0,1800 |
| 14 de diciembre de 2023 | $0,1800 |
| 14 de septiembre de 2023 | $0,1800 |
| 14 de junio de 2023 | $0,1800 |
| 14 de marzo de 2023 | $0,1700 |
| 14 de diciembre de 2022 | $0,1700 |
| 14 de septiembre de 2022 | $0,1700 |
| 14 de junio de 2022 | $0,1700 |
| 14 de marzo de 2022 | $0,1300 |
| 14 de diciembre de 2021 | $0,1300 |
| 14 de septiembre de 2021 | $0,1300 |
SBCF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 16,7%
- Compra 5 41,7%
- Mantener 5 41,7%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 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 | $0.61 | $0.62 | -0.01% |
| 31 de marzo de 2026 | $0.62 | $0.59 | 0.03% |
| 31 de diciembre de 2025 | $0.44 | $0.51 | -0.07% |
| 30 de septiembre de 2025 | $0.52 | $0.46 | 0.06% |
| 30 de junio de 2025 | $0.52 | $0.43 | 0.09% |
| 31 de marzo de 2025 | $0.38 | $0.40 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SBCF | $3.08B | 20.0 | 26.6% | 22.2% | 5.8% | — |
| NIC | $1.80B | 12.4 | 11.9% | 38.4% | 12.3% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| FFBC | — | 9.4 | 7.6% | 28.4% | 9.6% | — |
| SFNC | $2.73B | -6.4 | -86.7% | -385.1% | -11.4% | — |
| CBU | $3.03B | 14.5 | 9.6% | 25.7% | 10.8% | — |
| BKU | $3.30B | 12.6 | 7.4% | 1234.8% | 8.9% | — |
| FHB | $3.10B | 11.5 | 8.9% | 31.4% | 10.1% | — |
| PFS | $2.58B | 8.9 | 7.1% | 398.2% | 10.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $201M | $14M | $8M | $24M | $46M | $30M | $15M | $8M | $7M | $5M | |
| Interest Income | $836M | $726M | $689M | $380M | $284M | $287M | $290M | $241M | $192M | $148M | $116M | $80M | |
| Pretax Income | $187M | $156M | $134M | $138M | $159M | $101M | $129M | $88M | $79M | $44M | $36M | $10M | |
| Income Tax | $42M | $35M | $30M | $32M | $34M | $23M | $30M | $20M | $36M | $15M | $14M | $5M | |
| Net Income | $145M | $121M | $104M | $107M | $124M | $78M | $99M | $67M | $43M | $29M | $22M | $6M | |
| EPS (Basic) | $1.59 | $1.43 | $1.24 | $1.67 | $2.20 | $1.45 | $1.92 | $1.40 | $1.01 | $0.79 | $0.66 | $0.21 | |
| EPS (Diluted) | $1.57 | $1.42 | $1.23 | $1.66 | $2.18 | $1.44 | $1.90 | $1.38 | $0.99 | $0.78 | $0.66 | $0.21 | |
| Shares (Basic) | 88,276,000 | 84,367,000 | 83,800,000 | 63,707,000 | 56,586,000 | 53,502,000 | 51,449,000 | 47,969,000 | 42,613,000 | 36,872,007 | 33,495,827 | 27,538,955 | |
| Shares (Diluted) | 89,106,000 | 85,040,000 | 84,329,000 | 64,264,000 | 57,088,000 | 53,930,000 | 52,029,000 | 48,748,000 | 43,350,000 | 37,508,000 | 33,744,171 | 27,716,895 |
Balance general 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $389M | $477M | $447M | $202M | $738M | $404M | $125M | $116M | $110M | $110M | $136M | $101M | |
| PP&E (Net) | $160M | $108M | $113M | $117M | $72M | $75M | $67M | $71M | $67M | $59M | $55M | $45M | |
| PP&E (Gross) | $244M | $182M | $181M | $179M | $130M | $134M | $120M | $122M | $113M | $102M | $94M | $81M | |
| Accum. Depreciation | $84M | $75M | $68M | $62M | $57M | $59M | $54M | $51M | $46M | $43M | $39M | $36M | |
| Goodwill | $1.03B | $732M | $732M | $480M | $252M | $221M | $205M | $205M | $148M | $65M | $25M | $25M | |
| Intangibles | $196M | $72M | $96M | $75M | $15M | $17M | $20M | $26M | $19M | $15M | $9M | $7M | |
| Other Non-current Assets | · | · | · | $280M | $202M | $162M | $142M | $128M | $117M | $84M | $44M | $39M | |
| Total Assets | $20.84B | $15.18B | $14.58B | $12.15B | $9.68B | $8.34B | $7.11B | $6.75B | $5.81B | $4.68B | $3.53B | $3.09B | |
| Other Non-current Liabilities | · | · | · | $150M | $110M | $88M | $66M | $41M | $30M | $33M | $45M | $16M | |
| Total Liabilities | $17.79B | $12.99B | $12.47B | $10.54B | $8.37B | $7.21B | $6.12B | $5.88B | $5.12B | $4.25B | $3.18B | $2.78B | |
| Long-term Debt | $113M | $107M | $106M | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | $106M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $10M | $9M | $8M | $7M | $6M | $6M | $5M | $5M | $5M | $4M | $3M | $3M | |
| Paid-in Capital | $2.20B | $1.82B | $1.81B | $1.38B | $964M | $856M | $786M | $779M | $662M | $454M | $399M | $379M | |
| Retained Earnings | $604M | $527M | $467M | $424M | $359M | $257M | $196M | $97M | $30M | $-14M | $-43M | $-65M | |
| Treasury Stock | $21M | $19M | $17M | $13M | $11M | $8M | $6M | $3M | $2M | $1M | $73.0K | $71.0K | |
| AOCI | $-77M | $-158M | $-160M | $-188M | $-7M | $20M | $4M | $-13M | $-4M | $-8M | $-6M | $-5M | |
| Stockholders' Equity | $2.71B | $2.18B | $2.11B | $1.61B | $1.31B | $1.13B | $986M | $864M | $690M | $435M | $353M | $313M | |
| Liabilities + Equity | $20.84B | $15.18B | $14.58B | $12.15B | $9.68B | $8.34B | $7.11B | $6.75B | $5.81B | $4.68B | $3.53B | $3.09B | |
| Shares Outstanding | 97,927,843 | 85,568,000 | 84,861,000 | 71,618,000 | 58,504,000 | 55,243,000 | 51,513,733 | 51,361,079 | 46,917,735 | 38,021,835 | 34,351,409 | 33,136,592 |
Flujo de Efectivo 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $16M | $14M | $13M | $11M | $9M | $7M | $7M | $8M | $5M | $4M | $3M | $1M | |
| Deferred Tax | $12M | $10M | $9M | $-10M | $4M | $-5M | $7M | $459.0K | $36M | $14M | $13M | $4M | |
| Amort. of Intangibles | $27M | $24M | $29M | $9M | $5M | $6M | $6M | $4M | $3M | $2M | $1M | $1M | |
| Operating Cash Flow | $188M | $180M | $151M | $196M | $155M | $61M | $118M | $130M | $49M | $62M | $30M | $22M | |
| Investing Cash Flow | $-707M | $-607M | $527M | $-365M | $-413M | $-343M | $-321M | $-175M | $-246M | $-512M | $-171M | · | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | $56M | $0 | $0 | $25M | |
| Stock Repurchased | $0 | $880.0K | $11M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $0 | $-880.0K | $-11M | · | · | · | $0 | $0 | $56M | $0 | $0 | $25M | |
| Financing Cash Flow | $431M | $456M | $-433M | $-367M | $592M | $561M | $212M | $51M | $197M | $423M | $177M | · | |
| Net Change in Cash | $-88M | $29M | $245M | $-536M | $334M | $280M | $9M | $6M | $-140.0K | $-26M | $36M | $-91M | |
| Taxes Paid | · | $18M | $-6M | $30M | $31M | $28M | $16M | $13M | $400.0K | $703.0K | $575.0K | $239.0K |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 22.2% | 23.5% | 18.3% | 24.6% | 35.9% | 24.0% | 32.9% | 25.7% | 18.3% | 16.5% | 15.6% | 5.7% | |
| Pretax Margin | 28.6% | 30.2% | 23.7% | 32.0% | 45.8% | 31.0% | 42.8% | 33.5% | 33.7% | 24.9% | 25.1% | 10.2% | |
| ROA | 0.80% | 0.81% | 0.78% | 0.98% | 1.4% | 1.0% | 1.4% | 1.1% | 0.82% | 0.71% | 0.67% | 0.21% | |
| ROE | 5.8% | 5.5% | 5.0% | 7.4% | 9.6% | 7.0% | 10.1% | 8.4% | 7.6% | 7.4% | 6.7% | 2.2% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.1 | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | · | · | 0.1 | · | · | · | · | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.6% | -9.2% | 31.3% | 24.7% | 6.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.7% | 14.1% | 20.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 10.6% | 15.4% | -25.9% | -23.8% | 51.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -1.8% | -13.3% | -5.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 19.8% | 16.3% | -2.3% | -14.4% | 60.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 10.8% | -0.92% | 10.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $653M | $515M | $567M | $432M | $347M | $324M | $300M | $262M | $235M | $177M | $142M | $100M | |
| Net Income TTM | $145M | $121M | $104M | $107M | $124M | $78M | $99M | $67M | $43M | $29M | $22M | $6M | |
| Market Cap | $3.08B | $2.36B | $2.42B | $2.23B | $2.07B | $1.63B | $1.57B | $1.34B | $1.18B | $839M | $515M | $456M | |
| Enterprise Value | · | · | $2.07B | · | · | · | · | · | · | · | · | · | |
| P/E | 20.0 | 19.4 | 23.1 | 18.8 | 16.2 | 20.5 | 16.1 | 18.9 | 25.5 | 28.3 | 22.7 | 65.5 | |
| P/S | 4.7 | 4.6 | 4.3 | 5.2 | 6.0 | 5.0 | 5.2 | 5.1 | 5.0 | 4.7 | 3.6 | 4.6 | |
| P/B | 1.1 | 1.1 | 1.1 | 1.4 | 1.6 | 1.4 | 1.6 | 1.5 | 1.7 | 1.9 | 1.5 | 1.5 | |
| P / Tangible Book | 2.1 | 1.7 | 1.9 | 2.1 | 2.0 | 1.8 | · | · | · | · | · | · | |
| P / Cash Flow | 16.4 | 13.1 | 16.0 | 11.4 | 13.4 | 26.8 | 13.4 | 10.3 | 24.2 | 12.7 | 22.4 | 20.8 | |
| EV / Revenue | · | · | 3.7 | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 5.0% | 5.2% | 4.3% | 5.3% | 6.2% | 4.9% | 6.2% | 5.3% | 3.9% | 3.5% | 4.4% | 1.5% |
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 | · | · | · | · | · | · | · | · | · | $71M | · | $61M | $47M | $27M | · | $3M | |
| Interest Income | $256M | $251M | $256M | $203M | $193M | $184M | $186M | $184M | $180M | $176M | $177M | $180M | $174M | $158M | $127M | $91M | |
| Pretax Income | $76M | $41M | $43M | $47M | $55M | $41M | $44M | $39M | $39M | $34M | $38M | $40M | $41M | $15M | $32M | $38M | |
| Income Tax | $17M | $9M | $9M | $10M | $13M | $9M | $10M | $9M | $9M | $8M | $8M | $9M | $10M | $3M | $8M | $9M | |
| Net Income | $60M | $32M | $34M | $36M | $43M | $31M | $34M | $31M | $30M | $26M | $30M | $31M | $31M | $12M | $24M | $29M | |
| EPS (Basic) | $0.55 | $0.30 | $0.30 | $0.42 | $0.50 | $0.37 | $0.40 | $0.36 | $0.36 | $0.31 | $0.35 | $0.37 | $0.37 | $0.15 | $0.32 | $0.48 | |
| EPS (Diluted) | $0.55 | $0.29 | $0.28 | $0.42 | $0.50 | $0.37 | $0.39 | $0.36 | $0.36 | $0.31 | $0.34 | $0.37 | $0.37 | $0.15 | $0.33 | $0.47 | |
| Shares (Basic) | 96,438,000 | 96,840,000 | -167,894,000 | 86,619,000 | 84,903,000 | 84,648,000 | -169,316,000 | 84,434,000 | 84,341,000 | 84,908,000 | -166,515,000 | 85,142,000 | 85,022,000 | 80,151,000 | -120,271,000 | 61,442,000 | |
| Shares (Diluted) | 97,250,000 | 97,838,000 | -169,186,000 | 87,425,000 | 85,479,000 | 85,388,000 | -170,115,000 | 85,069,000 | 84,816,000 | 85,270,000 | -167,590,000 | 85,666,000 | 85,536,000 | 80,717,000 | -121,324,000 | 61,961,000 |
Balance general 19
| 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 | $430M | $808M | $389M | $306M | $332M | $501M | $477M | $637M | $750M | $683M | · | $696M | $728M | $791M | · | $219M | |
| PP&E (Net) | $161M | $159M | $160M | $115M | $107M | $108M | $108M | $109M | $110M | $111M | · | $116M | $117M | $117M | · | $82M | |
| PP&E (Gross) | · | · | $244M | · | · | · | $182M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $84M | · | · | · | $75M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.03B | $1.03B | $1.03B | $755M | $732M | $732M | $732M | $732M | $732M | $732M | $732M | $732M | $733M | $728M | $480M | $287M | |
| Intangibles | $174M | $185M | $196M | $76M | $61M | $66M | $72M | $77M | $83M | $89M | · | $102M | $110M | $117M | · | $19M | |
| Other Non-current Assets | · | · | · | · | · | · | · | · | · | · | · | $339M | $334M | $339M | · | $208M | |
| Total Assets | $21.36B | $21.15B | $20.84B | $16.68B | $15.94B | $15.73B | $15.18B | $15.17B | $14.95B | $14.83B | · | $14.82B | $15.04B | $15.26B | · | $10.35B | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | $174M | $149M | $136M | · | $126M | |
| Total Liabilities | $18.29B | $18.08B | $17.79B | $14.30B | $13.67B | $13.50B | $12.99B | $12.97B | $12.82B | $12.71B | · | $12.77B | $12.99B | $13.20B | · | $9.06B | |
| Long-term Debt | $113M | $113M | $113M | $107M | $107M | $107M | $107M | $107M | $107M | $106M | · | · | · | · | · | · | |
| Common Stock | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $9M | $8M | · | $9M | $9M | $8M | · | $6M | |
| Paid-in Capital | $2.21B | $2.20B | $2.20B | $1.89B | $1.83B | $1.83B | $1.82B | $1.82B | $1.82B | $1.81B | · | $1.81B | $1.81B | $1.80B | · | · | |
| Retained Earnings | $654M | $615M | $604M | $590M | $570M | $543M | $527M | $508M | $493M | $478M | · | $453M | $437M | $421M | · | · | |
| Treasury Stock | $57M | $31M | $21M | $21M | $21M | $19M | $19M | $19M | $19M | $17M | · | $14M | $14M | $13M | · | · | |
| AOCI | $-84M | $-79M | $-77M | $-91M | $-118M | $-131M | $-158M | $-125M | $-168M | $-164M | · | $-212M | $-187M | $-169M | · | · | |
| Stockholders' Equity | $2.73B | $2.72B | $2.71B | $2.38B | $2.27B | $2.23B | $2.18B | $2.19B | $2.13B | $2.12B | $2.11B | $2.05B | $2.05B | $2.05B | $1.61B | $1.29B | |
| Liabilities + Equity | $21.36B | $21.15B | $20.84B | $16.68B | $15.94B | $15.73B | $15.18B | $15.17B | $14.95B | $14.83B | · | $14.82B | $15.04B | $15.26B | · | $10.35B | |
| Shares Outstanding | 96,822,799 | 97,664,704 | 97,927,843 | 87,855,718 | 85,947,551 | 85,618,257 | 85,567,712 | 85,441,001 | 85,299,154 | 84,935,054 | 84,861,000 | 85,149,880 | 85,086,269 | 84,609,320 | 71,618,000 | 61,476,328 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $4M | $2M | $3M | $3M | $4M | $3M | $5M | $3M | |
| Deferred Tax | $-251.0K | $4M | $5M | $4M | $2M | $857.0K | $2M | $388.0K | $3M | $4M | $13M | $6M | $9M | $-18M | $-12M | $-3M | |
| Amort. of Intangibles | $10M | $10M | $10M | $6M | $5M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $8M | $7M | $5M | $1M | |
| Operating Cash Flow | $62M | $72M | $55M | $30M | $72M | $31M | $45M | $53M | $57M | $25M | $30M | $63M | $45M | $13M | $48M | $49M | |
| Investing Cash Flow | $-604M | $68M | $141M | $46M | $-381M | $-513M | $-211M | $-292M | $-78M | $-26M | $39M | $159M | $136M | $193M | $384M | $-282M | |
| Stock Repurchased | $23M | $10M | $0 | $0 | $0 | $0 | $0 | $0 | · | · | $11M | $0 | · | · | $0 | $0 | |
| Net Stock Activity | · | $-10M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $163M | $280M | $-113M | $-103M | $141M | $506M | $5M | $126M | $88M | $237M | $-318M | $-254M | $-244M | $384M | $-449M | $-450M | |
| Net Change in Cash | $-378M | $420M | $83M | $-26M | $-168M | $24M | $-160M | $-112M | $67M | $236M | $-249M | $-32M | $-63M | $589M | $-17M | $-683M | |
| Taxes Paid | $17M | $60.0K | · | $5M | $5M | $0 | · | $5M | $6M | $0 | · | $-14M | $6M | $6.0K | $10M | $10M |
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 | 28.6% | 19.5% | · | 23.2% | 28.2% | 22.4% | · | 23.5% | 23.9% | 20.7% | · | 22.9% | 21.0% | 7.7% | · | 28.0% | |
| Pretax Margin | 36.5% | 25.0% | · | 29.8% | 36.5% | 29.0% | · | 30.1% | 30.9% | 26.9% | · | 29.5% | 27.9% | 9.5% | · | 36.7% | |
| ROA | 0.32% | 0.17% | · | 0.23% | 0.28% | 0.21% | · | 0.20% | 0.20% | 0.17% | · | 0.25% | 0.24% | 0.09% | · | 0.29% | |
| ROE | 2.4% | 1.3% | · | 1.6% | 1.9% | 1.5% | · | 1.5% | 1.5% | 1.2% | · | 1.9% | 1.8% | 0.69% | · | 2.3% |
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 | · | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $681M | $613M | · | $580M | $549M | $523M | · | $520M | $538M | $565M | · | $544M | $505M | $448M | · | $385M | |
| Net Income TTM | $171M | $143M | · | $141M | $135M | $118M | · | $118M | $119M | $100M | · | $104M | $105M | $94M | · | $106M | |
| Market Cap | $3.22B | $2.96B | · | $2.67B | $2.37B | $2.20B | · | $2.28B | $2.02B | $2.16B | · | $1.87B | $1.88B | $2.01B | · | $1.86B | |
| P/E | 18.9 | 19.2 | · | 18.4 | 17.4 | 18.4 | · | 19.0 | 16.8 | 21.2 | · | 16.1 | 14.5 | 16.0 | · | 17.5 | |
| P/S | 4.7 | 4.8 | · | 4.6 | 4.3 | 4.2 | · | 4.4 | 3.7 | 3.8 | · | 3.4 | 3.7 | 4.5 | · | 4.8 | |
| P/B | 1.2 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | 0.9 | 1.0 | · | 0.9 | 0.9 | 1.0 | · | 1.4 | |
| P / Tangible Book | 2.1 | 2.0 | · | 1.7 | 1.6 | 1.5 | · | 1.6 | 1.5 | 1.7 | · | 1.5 | 1.6 | 1.7 | · | 1.9 | |
| P / Cash Flow | · | 41.2 | · | · | · | 71.0 | · | · | · | 87.4 | · | · | · | 153.7 | · | · | |
| Earnings Yield | 5.3% | 5.2% | · | 5.4% | 5.8% | 5.4% | · | 5.2% | 6.0% | 4.7% | · | 6.2% | 6.9% | 6.2% | · | 5.7% |
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 | $145M | $121M | $104M | $107M | $124M |
| EPS Diluido | $1.57 | $1.42 | $1.23 | $1.66 | $2.18 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 0.1 | — | — |
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Propietarios institucionales (13F) 318 declarantes · $2.1B 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 |
|---|---|---|---|---|
| 43 (+10 vs trimestre anterior) | 30 (+5 vs trimestre anterior) | 109 (-5 vs trimestre anterior) | 76 (-3 vs trimestre anterior) | +8.2M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $198 934 882 | 6 331 473 | 9,58% | Acciones |
| STATE STREET CORP | $184 358 249 | 5 544 609 | 8,88% | Acciones |
| North Reef Capital Management LP | $158 768 750 | 4 775 000 | 7,65% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $144 965 678 | 4 359 870 | 6,98% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $114 923 677 | 3 456 351 | 5,54% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $105 543 347 | 3 174 236 | 5,08% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $94 392 000 | 2 838 870 | 4,55% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $74 867 063 | 2 251 641 | 3,61% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $74 363 648 | 2 235 984 | 3,58% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $73 597 311 | 2 213 453 | 3,55% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $67 781 114 | 2 237 739 | 3,27% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $54 267 358 | 1 632 101 | 2,61% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $40 823 388 | 1 227 771 | 1,97% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35 401 175 | 1 064 697 | 1,71% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $34 798 552 | 1 046 573 | 1,68% | Acciones |
| FJ Capital Management LLC | $33 461 570 | 1 006 363 | 1,61% | Acciones |
| ROYCE & ASSOCIATES LP | $30 651 579 | 921 852 | 1,48% | Acciones |
| Tributary Capital Management, LLC | $26 594 386 | 799 831 | 1,28% | Acciones |
| Aberdeen Group plc | $26 081 732 | 784 413 | 1,26% | Acciones |
| AMERIPRISE FINANCIAL INC | $21 807 098 | 655 835 | 1,05% | Acciones |
| EMERALD ADVISERS, LLC | $21 744 303 | 653 964 | 1,05% | Acciones |
| HEARTLAND ADVISORS INC | $21 493 864 | 646 432 | 1,04% | Acciones |
| Qube Research & Technologies Ltd | $21 470 556 | 645 731 | 1,03% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $21 366 251 | 642 594 | 1,03% | Acciones |
| MetLife Investment Management, LLC | $20 328 452 | 611 382 | 0,98% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $15 889 045 | 477 866 | 0,77% | Acciones |
| Aptus Capital Advisors, LLC | $14 881 303 | 447 558 | 0,72% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $14 423 750 | 433 797 | 0,69% | Acciones |
| Public Sector Pension Investment Board | $10 992 450 | 330 600 | 0,53% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $8 657 800 | 260 385 | 0,42% | Acciones |
| Pier Capital, LLC | $8 480 978 | 255 067 | 0,41% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $8 207 330 | 246 837 | 0,40% | Acciones |
| Russell Investments Group, Ltd. | $8 024 546 | 241 339 | 0,39% | Acciones |
| RHUMBLINE ADVISERS | $7 959 503 | 239 384 | 0,38% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 938 637 | 238 756 | 0,38% | Acciones |
| Focus Partners Wealth | $7 813 440 | 234 991 | 0,38% | Acciones |
| BLUEDOOR PRIVATE WEALTH, LLC | $7 429 280 | 223 437 | 0,36% | Acciones |
| Nicholas Investment Partners, LP | $7 149 249 | 215 015 | 0,34% | Acciones |
| Nuveen Asset Management, LLC | $6 746 667 | 245 066 | 0,33% | Acciones |
| Emerald Investment Advisers, LLC | $6 712 410 | 201 877 | 0,32% | Acciones |
| FMR LLC | $6 562 885 | 197 380 | 0,32% | Acciones |
| Swiss National Bank | $6 533 625 | 196 500 | 0,31% | Acciones |
| CITADEL ADVISORS LLC | $6 459 345 | 194 266 | 0,31% | Acciones |
| SALZHAUER MICHAEL | $6 379 578 | 191 867 | 0,31% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $6 295 555 | 189 340 | 0,30% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $5 972 432 | 179 622 | 0,29% | Acciones |
| Ceredex Value Advisors LLC | $5 732 300 | 172 400 | 0,28% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $5 174 265 | 155 617 | 0,25% | Acciones |
| FIRST TRUST ADVISORS LP | $5 112 034 | 153 745 | 0,25% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $5 042 348 | 151 650 | 0,24% | Acciones |
| Legal & General Group Plc | $4 910 726 | 147 691 | 0,24% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4 798 241 | 144 308 | 0,23% | Acciones |
| JPMORGAN CHASE & CO | $4 765 308 | 139 476 | 0,23% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 508 268 | 135 587 | 0,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 317 446 | 129 848 | 0,21% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 584 034 | 118 324 | 0,17% | Acciones |
| FIFTH THIRD BANCORP | $3 582 792 | 107 753 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 509 309 | 115 857 | 0,17% | Acciones |
| FEDERATED HERMES, INC. | $3 474 625 | 104 500 | 0,17% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3 402 040 | 102 317 | 0,16% | Acciones |
| DEUTSCHE BANK AG\ | $3 346 845 | 100 657 | 0,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $3 323 537 | 99 956 | 0,16% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 193 363 | 96 041 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 168 492 | 95 293 | 0,15% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2 875 327 | 86 476 | 0,14% | Acciones |
| Cannell & Spears LLC | $2 846 898 | 85 621 | 0,14% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 501 491 | 75 233 | 0,12% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2 476 343 | 74 814 | 0,12% | Acciones |
| FIRST NATIONAL BANK OF OMAHA | $2 444 606 | 73 522 | 0,12% | Acciones |
| BlackRock, Inc. | $2 429 278 | 73 061 | 0,12% | Acciones |
| State of New Jersey Common Pension Fund D | $2 427 749 | 73 015 | 0,12% | Acciones |
| Rosenthal | Henry Capital Advisors, Inc. | $2 251 158 | 67 704 | 0,11% | Acciones |
| Rafferty Asset Management, LLC | $2 206 570 | 66 363 | 0,11% | Acciones |
| Graham Capital Management, L.P. | $2 153 237 | 64 759 | 0,10% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $2 060 324 | 61 963 | 0,10% | Acciones |
| Pathstone Holdings, LLC | $1 927 670 | 57 975 | 0,09% | Acciones |
| PNC Financial Services Group, Inc. | $1 873 372 | 56 342 | 0,09% | Acciones |
| FRANKLIN RESOURCES INC | $1 786 489 | 53 729 | 0,09% | Acciones |
| SIRIOS CAPITAL MANAGEMENT L P | $1 755 101 | 52 785 | 0,08% | Acciones |
| D. E. Shaw & Co., Inc. | $1 674 869 | 50 372 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $1 672 808 | 50 310 | 0,08% | Acciones |
| Brandywine Global Investment Management, LLC | $1 654 012 | 52 642 | 0,08% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 596 466 | 48 014 | 0,08% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $1 523 346 | 45 541 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $1 520 257 | 45 722 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 510 581 | 45 431 | 0,07% | Acciones |
| Pinnacle Financial Partners, Inc. | $1 500 739 | 45 135 | 0,07% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 499 309 | 45 092 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 442 371 | 47 603 | 0,07% | Acciones |
| LPL Financial LLC | $1 416 410 | 42 599 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $1 403 150 | 42 200 | 0,07% | Acciones |
| MOODY NATIONAL BANK TRUST DIVISION | $1 365 245 | 41 060 | 0,07% | Acciones |
| Invesco Ltd. | $1 308 255 | 39 346 | 0,06% | Acciones |
| BARCLAYS PLC | $1 289 635 | 38 786 | 0,06% | Acciones |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1 234 174 | 37 118 | 0,06% | Acciones |
| Vestmark Advisory Solutions, Inc. | $1 234 174 | 37 118 | 0,06% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $1 230 250 | 37 000 | 0,06% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 221 306 | 36 731 | 0,06% | Acciones |
| CHOREO, LLC | $1 214 901 | 36 538 | 0,06% | Acciones |
| Holocene Advisors, LP | $1 213 658 | 36 501 | 0,06% | Acciones |
Informantes de la empresa 46 insiders · 11 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| William R Hahl | Exec. VP & former CFO | 29 de febrero de 2016 A | 33 159 | 0 | 0 | $0 |
| Juliette Kleffel | EVP, Chief Operating Officer | 15 de abril de 2026 A | 11 820 | 0 | 0 | $0 |
| James C Stallings III | EVP, Chief Credit Officer | 6 de mayo de 2026 S | 7 247 | 0 | 2 | $-335 493 |
| Austen Carroll | EVP, Chief Lending Officer | 15 de abril de 2026 A | 14 146 | 0 | 0 | $0 |
| Joseph M Forlenza | EVP & CRO | 15 de abril de 2026 A | 3 294 | 0 | 1 | $-415 692 |
| Richard Raiford | EVP & Chief Credit Officer | 1 de abril de 2021 A | 770 | 0 | 0 | $0 |
| David D Houdeshell | EVP & Chief Risk Officer | 1 de abril de 2020 A | 2 455 | 0 | 0 | $0 |
| Maria Frias | EVP & Chief Risk Officer | 30 de octubre de 2015 L | 2 721 | 0 | 0 | $0 |
| Jean O Strickland | Exec. VP & Pres. of Subsidiary | 31 de agosto de 2012 F | 238 481 | 0 | 0 | $0 |
| Douglas A Gilbert | Pres. & Chief Operating Off. | 14 de agosto de 2009 P | 69 403 | 0 | 0 | $0 |
| William C Curtis JR | Sr.EVP & Chief Banking Officer | 31 de enero de 2008 F | 15 177 | 0 | 0 | $0 |
| Julie H Daum | Consejero | 10 de enero de 2024 A | 38 718 | 0 | 0 | $0 |
| Michael Crook | Consejero | 29 de julio de 2022 A | 873 | 0 | 0 | $0 |
| Herbert A. Lurie | Consejero | 7 de enero de 2021 A | 17 838 | 0 | 0 | $0 |
| Dennis S Hudson JR | Consejero | 31 de julio de 2019 A | 14 256 | 0 | 0 | $0 |
| Timothy S. Huval | Consejero | 31 de julio de 2018 A | 4 821 | 0 | 0 | $0 |
| Roger Goldman | Consejero | 31 de julio de 2018 A | 44 919 | 0 | 0 | $0 |
| Stephen E Bohner | Consejero | 31 de julio de 2018 A | 19 348 | 0 | 0 | $0 |
| Edwin E Walpole III | Consejero | 14 de enero de 2016 A | 5 910 | 0 | 0 | $0 |
| Robert Goldstein | Consejero | 1 de julio de 2015 A | 52 506 | 0 | 0 | $0 |
| Jeffrey S Furst | Consejero | 5 de agosto de 2010 A | 38 218 | 0 | 0 | $0 |
| Thomas H Thurlow JR | Consejero | 18 de diciembre de 2009 A | 35 047 | 0 | 0 | $0 |
| Jeffrey C Bruner | Consejero | 7 de octubre de 2009 A | 18 040 | 0 | 0 | $0 |
| Evans Crary JR | Consejero | 11 de julio de 2006 A | 3 884 | 0 | 0 | $0 |
| Mary T Hudson | Propietario del 10% | 2 de diciembre de 2005 G | 152 570 | 0 | 0 | $0 |
| Charles M Shaffer | — | 4 de agosto de 2026 M | 176 806 | 0 | 1 | $-320 133 |
| Randolph A Moore III | — | 31 de julio de 2026 A | 2 015 | 0 | 0 | $0 |
| Michael E Griffin | — | 31 de julio de 2026 A | 2 115 | 0 | 0 | $0 |
| Eduardo J Arriola | — | 31 de julio de 2026 A | 4 259 | 0 | 0 | $0 |
| Joseph B Shearouse III | — | 31 de julio de 2026 A | 12 815 | 2 | 0 | $155 251 |
| Tracey Dexter | — | 31 de julio de 2026 M | 46 031 | 0 | 0 | $0 |
| Kathleen B Kay | — | 31 de julio de 2026 A | 2 047 | 0 | 0 | $0 |
| Robert J Lipstein | — | 31 de julio de 2026 A | 10 627 | 0 | 0 | $0 |
| Jacqueline Lynette Bradley | — | 31 de julio de 2026 A | 30 964 | 0 | 1 | $-76 438 |
| Maryann Goebel | — | 31 de julio de 2026 A | 33 729 | 0 | 1 | $-117 032 |
| Alvaro Monserrat | — | 31 de julio de 2026 A | 25 793 | 0 | 0 | $0 |
| Dennis J Arczynski | — | 31 de julio de 2026 A | 15 331 | 0 | 1 | $-116 964 |
| Thomas E Rossin | — | 31 de julio de 2026 A | 34 061 | 0 | 1 | $-2 106 |
| Gilbert H Culbreth JR | — | 31 de julio de 2026 A | 51 998 | 0 | 0 | $0 |
| Christopher E Fogal | — | 31 de julio de 2026 A | 34 763 | 0 | 0 | $0 |
| Dale M Hudson | — | 31 de julio de 2026 A | 34 061 | 0 | 0 | $0 |
| Dennis S Hudson III | — | 31 de julio de 2026 A | 218 869 | 0 | 5 | $-1 127 360 |
| Charles K Cross JR. | — | 1 de abril de 2020 A | 3 156 | 0 | 0 | $0 |
| Stephen A Fowle | — | 31 de agosto de 2016 J | 451 | 0 | 0 | $0 |
| John H Crane | — | 18 de marzo de 2014 A | 892 | 0 | 0 | $0 |
| Russell H. Holland III | — | 9 de agosto de 2013 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 9 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 |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C., Basswood Partners, L.L.C., Basswood Enhanced Long Short GP, LLC, Basswood Financial Fund, LP, Basswood Financial Fund, Inc., Basswood Financial Long Only Fund, LP, Basswood Enhanced Long Short Fund, LP, Basswood Opportunity Partners, LP, Basswood Opportunity Fund, Inc., Matthew Lindenbaum, Bennett Lindenbaum ×5 presentaciones | 31 de mayo de 2017 | — | Presentación inicial | — | SEC |
| CapGen Capital Group III LP, CapGen Capital Group III LLC, Eugene A. Ludwig, Robert Goldstein, John P. Sullivan, John W. Rose ×19 presentaciones | 22 de febrero de 2017 | — | Presentación inicial | — | SEC |
| Sandler O’Neill Asset Management, LLC, SOAM Holdings, LLC, Malta Partners, L.P., Malta Hedge Fund, L.P., Malta Hedge Fund II, L.P., Malta Offshore, Ltd, Malta MLC Fund, LP, Malta MLC Offshore, Ltd, Malta Titan Fund, LP, SOAM Capital Partners, L.P., Matthew Byrnes, Terry Maltese ×5 presentaciones | 9 de julio de 2010 | — | Presentación inicial | — | SEC |
| E.S. Barr & Company, Edward S. Barr, E.S. Barr Holdings, LLC ×2 presentaciones | 3 de diciembre de 2009 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 31 de diciembre de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 31 de diciembre de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 28 de febrero de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 28 de febrero de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 28 de febrero de 2001 | — | 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 68 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 |
|---|---|---|---|---|
| OSCV · ETF Series Solutions | 2,06% | 446 037 NS | 30 de abril de 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,80% | 57 335 SH | 8 de agosto de 2026 | Diario |
| XSVM · Invesco Exchange-Traded Fund Trust | 0,74% | 141 716 SH | 8 de agosto de 2026 | Diario |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,71% | 5 646 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,49% | 77 315 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,36% | 2 937 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,28% | 23 483 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,23% | 77 104 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,23% | 207 065 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,22% | 910 326 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,21% | 86 180 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,21% | 11 369 SH | 8 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,20% | 15 175 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,19% | 451 278 SH | 8 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,18% | 108 212 SH | 8 de agosto de 2026 | Diario |
| IJR · iShares Trust | 0,18% | 5 772 564 SH | 8 de agosto de 2026 | Diario |
| IJT · iShares Trust | 0,17% | 421 536 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,17% | 336 434 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 37 280 NS | 30 de abril de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,16% | 53 830 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,14% | 3 511 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,13% | 1 159 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 9 111 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,11% | 2 506 186 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,11% | 88 764 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,10% | 29 895 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,10% | 567 259 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,09% | 42 135 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,09% | 221 172 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,08% | 350 949 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,07% | 4 575 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 306 683 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 40 368 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 467 301 NS | 31 de mayo de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 22 858 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,05% | 4 241 SH | 8 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 7 189 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 133 976 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 3 578 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 14 021 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 1 102 871 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,04% | 159 709 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,04% | 25 825 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 6 128 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,03% | 3 618 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 2 020 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3 551 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 91 NS | 31 de mayo de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 385 221 SH | 8 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 21 853 SH | 8 de agosto de 2026 | Diario |