WNEB Western New England Bancorp, Inc. - Common Stock
$13,97
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$11–$15
75% of range
Calificación del Analista
HOLD
8 analysts
Precio Objetivo
$15
+6% upside
P/E (TTM)
18.6
ROE
6.3%
Margen de Beneficio Neto
18.5%
WNEB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$13.97
Capitalización Bursátil
$285M
P/E (TTM)
18.6
BPA (TTM)
$0.75
Ingresos (TTM)
—
Rendimiento div.
2.0%
ROE
6.3%
Deuda/Capital
0.1
Rango 52S
$11 – $15
WNEB 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
—
2016-12-31
→
2020-12-31
BPA
$0.75
2016-12-31
→
2025-12-31
Flujo de caja libre
$17M
2016-12-31
→
2025-12-31
Márgenes
18.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
WNEB
Mediana de Pares
P/E (TTM)
18.6
13.8
P/B (P/C)
1.1
1.0
Price / FCF (Precio / FCF)
16.6
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
WNEB
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
18.5%
26.4%
ROA
0.57%
0.70%
ROE
6.3%
7.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
WNEB
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.1
0.6
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
WNEB
Mediana de Pares
EPS YoY (EPS interanual)
33.9%
—
Net Income YoY (Beneficio Neto interanual)
30.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
WNEB
Mediana de Pares
Payout Ratio (Ratio de Pago)
37.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.0%
Ratio de Pago
37.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 12 de agosto de 2026 | $0,0700 |
| 13 de mayo de 2026 | $0,0700 |
| 11 de febrero de 2026 | $0,0700 |
| 12 de noviembre de 2025 | $0,0700 |
| 6 de agosto de 2025 | $0,0700 |
| 7 de mayo de 2025 | $0,0700 |
| 12 de febrero de 2025 | $0,0700 |
| 7 de noviembre de 2024 | $0,0700 |
| 7 de agosto de 2024 | $0,0700 |
| 7 de mayo de 2024 | $0,0700 |
| 6 de febrero de 2024 | $0,0700 |
| 7 de noviembre de 2023 | $0,0700 |
| 8 de agosto de 2023 | $0,0700 |
| 9 de mayo de 2023 | $0,0700 |
| 7 de febrero de 2023 | $0,0700 |
| 8 de noviembre de 2022 | $0,0600 |
| 9 de agosto de 2022 | $0,0600 |
| 10 de mayo de 2022 | $0,0600 |
| 8 de febrero de 2022 | $0,0600 |
| 9 de noviembre de 2021 | $0,0500 |
WNEB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
8 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 5 62,5%
- Venta 1 12,5%
- Venta fuerte 2 25,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-17
Mediana
$14.75
← Por Debajo de Todos los Objetivos
$13.97
Mín
$14.00
Máx
$15.50
Objetivo mediano
$14.75
+5,6%
Objetivo medio
$14.75
+5,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.18 | $0.24 | -0.06% |
| 31 de marzo de 2026 | $0.24 | $0.21 | 0.03% |
| 31 de diciembre de 2025 | $0.26 | $0.21 | 0.05% |
| 30 de septiembre de 2025 | $0.16 | $0.19 | -0.03% |
| 30 de junio de 2025 | $0.22 | $0.15 | 0.07% |
| 31 de marzo de 2025 | $0.11 | $0.12 | -0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WNEB | $257M | 16.8 | — | 18.5% | 6.3% | — |
| HWBK | $241M | 10.2 | 10.0% | 29.7% | 14.4% | — |
| NKSH | $214M | 13.5 | 9.8% | 193.6% | 8.9% | — |
| RMBI | $147M | 12.0 | 12.5% | 23.7% | 8.3% | — |
| VABK | $215M | 11.2 | 6.7% | 33.4% | 10.8% | — |
| INBK | — | -5.2 | -13.6% | -30.2% | -9.4% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | $44.0K | $67.0K | $89.0K | $63.0K | $12.5K | |
| Interest Expense | · | · | $33M | $7M | $7M | $18M | $24M | $19M | $15M | $11M | |
| Interest Income | $119M | $110M | $101M | $86M | $80M | $83M | $82M | $79M | $74M | $49M | |
| Pretax Income | $20M | $15M | $20M | $35M | $32M | $14M | $17M | $21M | $22M | $7M | |
| Income Tax | $5M | $3M | $5M | $9M | $8M | $3M | $4M | $5M | $9M | $3M | |
| Net Income | $15M | $12M | $15M | $26M | $24M | $11M | $13M | $16M | $12M | $5M | |
| EPS (Basic) | $0.76 | $0.56 | $0.70 | $1.18 | $1.02 | $0.45 | $0.51 | $0.57 | $0.41 | $0.25 | |
| EPS (Diluted) | $0.75 | $0.56 | $0.70 | $1.18 | $1.02 | $0.45 | $0.51 | $0.57 | $0.41 | $0.24 | |
| Shares (Basic) | 20,194,877 | 20,899,573 | 21,535,888 | 21,879,657 | 23,223,633 | 25,047,195 | 26,185,336 | 28,886,904 | 29,858,984 | 19,707,948 | |
| Shares (Diluted) | 20,321,755 | 21,016,358 | 21,610,329 | 21,938,323 | 23,300,637 | 25,062,476 | 26,303,140 | 29,029,394 | 30,026,638 | 19,803,744 |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $23M | $24M | $26M | $25M | $26M | $25M | $24M | $25M | $24M | $21M | |
| PP&E (Gross) | $63M | $62M | $61M | $58M | $57M | $54M | $50M | $49M | $46M | $41M | |
| Accum. Depreciation | $40M | $38M | $36M | $33M | $31M | $29M | $26M | $24M | $22M | $20M | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $14M | |
| Intangibles | $1M | $1M | $2M | $2M | $3M | $3M | $3M | $4M | $4M | $4M | |
| Total Assets | $2.74B | $2.65B | $2.56B | $2.55B | $2.54B | $2.37B | $2.18B | $2.12B | $2.08B | $2.08B | |
| Short-term Debt | $13M | $5M | $16M | $41M | · | · | $35M | $59M | $145M | $172M | |
| Total Liabilities | $2.49B | $2.42B | $2.33B | $2.33B | $2.31B | $2.14B | $1.95B | $1.88B | $1.84B | $1.84B | |
| Long-term Debt | · | · | · | · | · | $58M | $206M | $208M | $165M | $125M | |
| Total Debt | $13M | $5M | $16M | $41M | · | · | $35M | · | $145M | $172M | |
| Common Stock | $204.0K | $209.0K | $217.0K | $222.0K | $227.0K | $253.0K | $266.0K | $284.0K | $305.0K | $304.0K | |
| Retained Earnings | $152M | $143M | $137M | $128M | $107M | $88M | $82M | $74M | $63M | $52M | |
| AOCI | $-17M | $-23M | $-22M | $-25M | $-12M | $-11M | $-9M | $-13M | $13M | $-13M | |
| Stockholders' Equity | $248M | $236M | $237M | $228M | $224M | $227M | $232M | $237M | $247M | $238M | |
| Liabilities + Equity | $2.74B | $2.65B | $2.56B | $2.55B | $2.54B | $2.37B | $2.18B | $2.12B | $2.08B | $2.08B | |
| Shares Outstanding | 20,372,786 | 20,875,713 | 21,666,807 | 22,216,789 | 22,656,515 | 25,276,193 | 26,557,981 | 28,393,348 | 30,487,309 | 30,380,231 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $834.0K | $773.0K | $845.0K | $649.0K | $262.0K | |
| Deferred Tax | $-1M | $178.0K | $191.0K | $1M | $644.0K | $-2M | $-680.0K | $-796.0K | $7M | $274.0K | |
| Amort. of Intangibles | $375.0K | $375.0K | $375.0K | $375.0K | $374.0K | $375.0K | $376.0K | $375.0K | $375.0K | $73.0K | |
| Operating Cash Flow | $18M | $12M | $15M | $37M | $29M | $25M | $15M | $25M | $19M | $930.0K | |
| CapEx | $1M | $1M | $3M | $1M | $3M | $4M | $1M | $3M | $2M | $1M | |
| Investing Cash Flow | $-114M | $-47M | $-14M | $-112M | $-163M | $-124M | $-48M | $-46M | $-56M | $34M | |
| Debt Issued | · | $98M | $120M | · | · | $59M | $82M | $113M | $61M | $2M | |
| Net Debt Issued | $-25M | $-23M | $119M | $-1M | $-55M | $-149M | $-2M | $43M | $40M | $-88M | |
| Stock Repurchased | $6M | $8M | $5M | $6M | $23M | $11M | $19M | $23M | $9M | $1M | |
| Net Stock Activity | $-6M | $-8M | $-5M | $-6M | $-23M | $-11M | $-19M | $-23M | $-9M | $-1M | |
| Dividends Paid | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $4M | $2M | |
| Financing Cash Flow | $69M | $72M | $-3M | $2M | $150M | $161M | $31M | $21M | $-6M | $22M | |
| Net Change in Cash | $-26M | $38M | $-2M | $-73M | $16M | $63M | $-2M | $-343.0K | $-43M | $57M | |
| Taxes Paid | $6M | $3M | $5M | · | · | · | · | · | · | · | |
| Free Cash Flow | $17M | $11M | $12M | $35M | $24M | $21M | $14M | $21M | $17M | $-363.0K | |
| Levered FCF | · | · | $-14M | $30M | $19M | $7M | $-5M | $7M | $8M | $-8M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.5% | 16.0% | 19.1% | 28.0% | 27.6% | 25488.6% | 19923.9% | 18436.0% | 18.1% | 11.2% | |
| Pretax Margin | 24.0% | 20.6% | 24.9% | 37.4% | 37.0% | 32172.7% | 25673.1% | 23716.8% | 32.0% | 17.1% | |
| ROA | 0.57% | 0.45% | 0.59% | 1.0% | 0.97% | 0.49% | 0.62% | 0.78% | 0.59% | 0.28% | |
| ROE | 6.3% | 4.9% | 6.4% | 11.8% | 10.7% | 4.9% | 5.8% | 6.9% | 4.9% | 2.5% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.0 | 0.1 | 0.2 | · | · | 0.2 | · | 0.6 | 0.7 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS YoY | 33.9% | -20.0% | -40.7% | 15.7% | 126.7% | · | · | · | · | · | |
| EPS CAGR 3Y | -14.0% | -18.1% | 15.9% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 30.9% | -22.6% | -41.8% | 9.2% | 111.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | -16.1% | -21.0% | 10.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.5% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | · | · | $44.0K | $67.0K | $89.0K | $63.0K | $12.5K | |
| Net Income TTM | $15M | $12M | $15M | $26M | $24M | $11M | $13M | $16M | $12M | $5M | |
| Market Cap | $257M | $192M | $195M | $210M | $198M | $174M | $256M | $285M | $332M | $284M | |
| P/E | 16.8 | 16.4 | 12.9 | 8.0 | 8.6 | 15.3 | 18.9 | 17.6 | 26.6 | 39.0 | |
| P/S | · | · | · | · | · | 3958.0 | 3817.2 | 3203.0 | 5274.8 | 22724.4 | |
| P/B | 1.0 | 0.8 | 0.8 | 0.9 | 0.9 | 0.8 | 1.1 | 1.2 | 1.3 | 1.2 | |
| P / Tangible Book | 1.1 | 0.9 | 0.9 | 1.0 | 1.0 | 0.8 | · | · | · | · | |
| P / Cash Flow | 14.1 | 15.8 | 13.2 | 5.8 | 7.2 | 6.9 | 16.6 | 11.6 | 17.6 | 252.7 | |
| P / FCF | 15.0 | 17.5 | 16.4 | 6.0 | 8.2 | 8.1 | 18.1 | 13.4 | 20.0 | -782.5 | |
| Dividend Yield | 2.2% | 3.1% | 3.1% | 2.5% | 2.4% | 2.9% | 2.1% | 1.6% | 1.1% | 0.86% | |
| Earnings Yield | 5.9% | 6.1% | 7.8% | 12.5% | 11.6% | 6.5% | 5.3% | 5.7% | 3.8% | 2.6% | |
| Payout Ratio | 37.4% | 50.7% | 40.3% | 20.4% | 19.7% | 44.9% | 39.5% | 28.3% | 29.0% | 50.5% | |
| Annual Payout | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $4M | $2M |
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 | · | · | $12M | $12M | $12M | $13M | $13M | $13M | $12M | $11M | $11M | $10M | $8M | $5M | $3M | $1M | |
| Interest Income | $31M | $30M | $31M | $30M | $30M | $28M | $29M | $28M | $27M | $27M | $27M | $26M | $25M | $24M | $24M | $22M | |
| Pretax Income | $5M | $6M | $7M | $4M | $6M | $3M | $4M | $3M | $4M | $4M | $4M | $6M | $3M | $7M | $12M | $8M | |
| Income Tax | $1M | $1M | $1M | $1M | $1M | $664.0K | $1M | $618.0K | $771.0K | $827.0K | $1M | $1M | $704.0K | $2M | $3M | $2M | |
| Net Income | $4M | $5M | $5M | $3M | $5M | $2M | $3M | $2M | $4M | $3M | $3M | $4M | $3M | $5M | $9M | $6M | |
| EPS (Basic) | $0.18 | $0.24 | $0.26 | $0.16 | $0.23 | $0.11 | $0.16 | $0.09 | $0.17 | $0.14 | $0.12 | $0.21 | $0.13 | $0.24 | $0.41 | $0.28 | |
| EPS (Diluted) | $0.18 | $0.24 | $0.26 | $0.16 | $0.23 | $0.11 | $0.16 | $0.09 | $0.17 | $0.14 | $0.12 | $0.21 | $0.13 | $0.24 | $0.41 | $0.28 | |
| Shares (Basic) | 19,781,515 | 19,996,682 | -40,511,746 | 20,110,492 | 20,210,650 | 20,385,481 | -42,141,730 | 20,804,162 | 21,056,173 | 21,180,968 | -43,358,777 | 21,560,940 | 21,634,683 | 21,699,042 | -43,968,829 | 21,757,027 | |
| Shares (Diluted) | 19,894,399 | 20,065,067 | -40,746,199 | 20,240,975 | 20,312,881 | 20,514,098 | -42,352,560 | 20,933,833 | 21,163,762 | 21,271,323 | -43,434,888 | 21,680,113 | 21,648,235 | 21,716,869 | -44,070,309 | 21,810,036 |
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) | $24M | $24M | $23M | $23M | $23M | $24M | $24M | $24M | $25M | $25M | · | $25M | $25M | $24M | · | $25M | |
| PP&E (Gross) | · | · | $63M | · | · | · | $62M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $40M | · | · | · | $38M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | · | $12M | $12M | $12M | · | $12M | |
| Intangibles | $875.0K | $969.0K | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Total Assets | $2.73B | $2.76B | $2.74B | $2.74B | $2.71B | $2.71B | $2.65B | $2.64B | $2.59B | $2.56B | · | $2.59B | $2.56B | $2.56B | · | $2.58B | |
| Short-term Debt | $18M | $24M | $13M | $3M | $4M | $5M | $5M | $4M | $7M | $11M | · | $9M | $7M | $99M | · | $22M | |
| Total Liabilities | $2.48B | $2.52B | $2.49B | $2.49B | $2.47B | $2.47B | $2.42B | $2.40B | $2.35B | $2.32B | · | $2.35B | $2.33B | $2.33B | · | $2.37B | |
| Total Debt | $18M | $24M | · | $3M | $4M | $5M | · | $4M | $7M | $11M | · | $9M | $7M | $99M | · | $22M | |
| Common Stock | $200.0K | $202.0K | $204.0K | $205.0K | $205.0K | $208.0K | $209.0K | $211.0K | $214.0K | $216.0K | · | $219.0K | $221.0K | $222.0K | · | $222.0K | |
| Retained Earnings | $158M | $156M | $152M | $149M | $147M | $144M | $143M | $141M | $140M | $138M | · | $136M | $133M | $132M | · | $120M | |
| AOCI | $-17M | $-17M | $-17M | $-18M | $-20M | $-21M | $-23M | $-18M | $-24M | $-24M | · | $-29M | $-23M | $-23M | · | $-34M | |
| Stockholders' Equity | $248M | $248M | $248M | $244M | $239M | $238M | $236M | $241M | $236M | $236M | $237M | $231M | $234M | $233M | $228M | $212M | |
| Liabilities + Equity | $2.73B | $2.76B | $2.74B | $2.74B | $2.71B | $2.71B | $2.65B | $2.64B | $2.59B | $2.56B | · | $2.59B | $2.56B | $2.56B | · | $2.58B | |
| Shares Outstanding | 20,045,872 | 20,240,872 | 20,372,786 | 20,491,966 | 20,494,501 | 20,774,319 | 20,875,713 | 21,113,408 | 21,357,849 | 21,627,690 | · | 21,927,242 | 22,082,403 | 22,209,347 | · | 22,246,545 |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $343.0K | $-187.0K | $333.0K | $288.0K | $318.0K | $145.0K | $323.0K | $323.0K | $318.0K | $505.0K | $288.0K | $300.0K | $300.0K | $529.0K | $270.0K | $211.0K | |
| Amort. of Intangibles | $94.0K | $94.0K | $93.0K | $94.0K | $94.0K | $94.0K | $93.0K | $94.0K | $94.0K | $94.0K | $93.0K | $94.0K | $94.0K | $94.0K | $93.0K | $94.0K | |
| Operating Cash Flow | $7M | $346.0K | $7M | $6M | $7M | $-829.0K | $6M | $3M | $2M | $1M | $9M | $8M | $4M | $-6M | $17M | $12M | |
| CapEx | $768.0K | $734.0K | $663.0K | $-172.0K | $295.0K | $287.0K | $815.0K | · | · | · | $1M | $712.0K | · | · | $559.0K | $214.0K | |
| Investing Cash Flow | $13M | $-12M | $-43M | $-33M | $-21M | $-17M | $-18M | $-30M | $1M | $566.0K | $-13M | $5M | $7M | $-14M | $26M | $-31M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $0 | $90M | $30M | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $30M | · | · | |
| Stock Repurchased | $3M | $3M | $1M | $24.0K | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $966.0K | $786.0K | $1M | $814.0K | $2M | |
| Net Stock Activity | · | $-3M | · | · | · | $-2M | · | · | · | $-2M | · | · | · | $-1M | · | · | |
| Dividends Paid | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $2M | $2M | $2M | $1M | $1M | |
| Financing Cash Flow | $-39M | $27M | $-6M | $17M | $-3M | $62M | $6M | $47M | $28M | $-8M | $-29M | $18M | $-3M | $12M | $-40M | $-727.0K | |
| Net Change in Cash | $-18M | $16M | $-43M | $-10M | $-17M | $44M | $-6M | $19M | $31M | $-6M | $-33M | $31M | $8M | $-7M | $3M | $-20M | |
| Free Cash Flow | · | $-388.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
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 | 15.8% | 21.5% | · | 14.9% | 21.8% | 12.6% | · | 10.7% | 19.2% | 16.4% | · | 22.5% | 15.0% | 24.7% | · | 26.2% | |
| Pretax Margin | 21.1% | 27.7% | · | 19.7% | 28.6% | 16.2% | · | 14.1% | 23.4% | 21.0% | · | 27.6% | 18.8% | 32.5% | · | 34.4% | |
| ROA | 0.13% | 0.17% | · | 0.12% | 0.17% | 0.09% | · | 0.07% | 0.14% | 0.12% | · | 0.17% | 0.11% | 0.21% | · | 0.24% | |
| ROE | 1.5% | 2.0% | · | 1.3% | 1.9% | 0.97% | · | 0.81% | 1.5% | 1.3% | · | 2.0% | 1.2% | 2.4% | · | 2.8% |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.4 | · | 0.1 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | 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 | $17M | $18M | · | $13M | $12M | $11M | · | $11M | $13M | $13M | · | $22M | $23M | $26M | · | $23M | |
| Market Cap | $287M | $262M | · | $246M | $189M | $193M | · | $179M | $147M | $166M | · | $142M | $129M | $182M | · | $181M | |
| P/E | 17.0 | 14.5 | · | 18.2 | 15.6 | 17.5 | · | 16.3 | 10.8 | 12.8 | · | 6.5 | 5.5 | 6.9 | · | 7.7 | |
| P/B | 1.2 | 1.1 | · | 1.0 | 0.8 | 0.8 | · | 0.7 | 0.6 | 0.7 | · | 0.6 | 0.6 | 0.8 | · | 0.9 | |
| P / Tangible Book | 1.2 | 1.1 | · | 1.1 | 0.8 | 0.9 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.8 | · | 0.9 | |
| P / Cash Flow | · | 756.4 | · | · | · | -155.7 | · | · | · | 141.5 | · | · | · | -30.5 | · | · | |
| P / FCF | · | -674.5 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 5.9% | 6.9% | · | 5.5% | 6.4% | 5.7% | · | 6.1% | 9.3% | 7.8% | · | 15.4% | 18.3% | 14.5% | · | 12.9% | |
| Payout Ratio | · | 28.7% | · | · | · | 62.5% | · | · | · | 50.8% | · | · | · | 28.9% | · | · |
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 | $15M | $12M | $15M | $26M | $24M |
| EPS Diluido | $0.75 | $0.56 | $0.70 | $1.18 | $1.02 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.0 | 0.1 | 0.2 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $17M | $11M | $12M | $35M | $24M |
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Propietarios institucionales (13F) 102 declarantes · $133.9M 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 |
|---|---|---|---|---|
| 18 (+4 vs trimestre anterior) | 7 (+2 vs trimestre anterior) | 33 (+6 vs trimestre anterior) | 25 (-4 vs trimestre anterior) | +494K |
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 | $19 577 958 | 1 369 088 | 14,62% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $13 550 137 | 947 562 | 10,12% | Acciones |
| STRATEGIC VALUE BANK PARTNERS LLC | $12 377 580 | 865 565 | 9,24% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $10 525 172 | 736 026 | 7,86% | Acciones |
| ROYCE & ASSOCIATES LP | $10 461 265 | 731 557 | 7,81% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 912 675 | 693 194 | 7,40% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 361 395 | 374 860 | 4,00% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 373 441 | 305 835 | 3,27% | Acciones |
| STATE STREET CORP | $3 813 453 | 266 675 | 2,85% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3 225 751 | 225 577 | 2,41% | Acciones |
| MANGROVE PARTNERS IM, LLC | $3 144 956 | 219 927 | 2,35% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 546 358 | 178 067 | 1,90% | Acciones |
| HENNESSY ADVISORS INC | $2 545 400 | 178 000 | 1,90% | Acciones |
| WHITE PINE CAPITAL LLC | $2 237 121 | 156 442 | 1,67% | Acciones |
| Elizabeth Park Capital Advisors, Ltd. | $2 087 257 | 145 962 | 1,56% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $1 983 904 | 138 735 | 1,48% | Acciones |
| Qube Research & Technologies Ltd | $1 814 370 | 126 879 | 1,35% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 750 892 | 122 440 | 1,31% | Acciones |
| Empowered Funds, LLC | $1 636 435 | 114 436 | 1,22% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 554 310 | 108 693 | 1,16% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 515 628 | 105 988 | 1,13% | Acciones |
| VANGUARD GROUP INC | $1 311 205 | 103 899 | 0,98% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 024 995 | 71 678 | 0,77% | Acciones |
| BlackRock, Inc. | $967 753 | 67 675 | 0,72% | Acciones |
| Teton Advisors, LLC | $958 100 | 67 000 | 0,72% | Acciones |
| FIRST TRUST ADVISORS LP | $856 312 | 59 882 | 0,64% | Acciones |
| BANK OF AMERICA CORP /DE/ | $828 642 | 57 947 | 0,62% | Acciones |
| Trexquant Investment LP | $824 295 | 57 643 | 0,62% | Acciones |
| Squarepoint Ops LLC | $794 093 | 55 531 | 0,59% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $792 420 | 55 414 | 0,59% | Acciones |
| Wick Capital Partners, LLC | $724 666 | 16 560 | 0,54% | Acciones |
| Teton Advisors, Inc. | $618 410 | 67 000 | 0,46% | Acciones |
| Oppenheimer & Close, LLC | $582 982 | 40 768 | 0,44% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $544 430 | 38 072 | 0,41% | Acciones |
| BARCLAYS PLC | $509 996 | 35 664 | 0,38% | Acciones |
| GOLDMAN SACHS GROUP INC | $499 857 | 34 955 | 0,37% | Acciones |
| MARSHALL WACE, LLP | $432 661 | 30 256 | 0,32% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $406 792 | 28 447 | 0,30% | Acciones |
| SEIZERT CAPITAL PARTNERS, LLC | $383 812 | 26 840 | 0,29% | Acciones |
| ST GERMAIN D J CO INC | $362 548 | 25 353 | 0,27% | Acciones |
| Bank of New York Mellon Corp | $288 717 | 20 190 | 0,22% | Acciones |
| FEDERATED HERMES, INC. | $252 824 | 17 680 | 0,19% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $248 748 | 17 395 | 0,19% | Acciones |
| DEUTSCHE BANK AG\ | $239 053 | 16 717 | 0,18% | Acciones |
| FIRST MANHATTAN CO. LLC. | $221 907 | 15 518 | 0,17% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $219 405 | 15 343 | 0,16% | Acciones |
| Vise Technologies, Inc. | $214 629 | 15 009 | 0,16% | Acciones |
| WELLS FARGO & COMPANY/MN | $209 438 | 14 646 | 0,16% | Acciones |
| RHUMBLINE ADVISERS | $197 980 | 13 845 | 0,15% | Acciones |
| Essex Financial Services, Inc. | $195 181 | 13 649 | 0,15% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $194 323 | 13 589 | 0,15% | Acciones |
| Odyssean, LLC | $177 120 | 12 386 | 0,13% | Acciones |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $170 814 | 11 945 | 0,13% | Acciones |
| Legato Capital Management LLC | $167 010 | 11 679 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $156 499 | 10 944 | 0,12% | Acciones |
| MetLife Investment Management, LLC | $149 793 | 10 475 | 0,11% | Acciones |
| XTX Topco Ltd | $146 975 | 10 278 | 0,11% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $119 505 | 8 357 | 0,09% | Acciones |
| Nuveen, LLC | $115 001 | 8 042 | 0,09% | Acciones |
| CITIGROUP INC | $105 420 | 7 372 | 0,08% | Acciones |
| Invesco Ltd. | $99 685 | 6 971 | 0,07% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $84 370 | 5 900 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $79 823 | 5 582 | 0,06% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $70 370 | 4 921 | 0,05% | Acciones |
| MORGAN STANLEY | $53 196 | 3 720 | 0,04% | Acciones |
| NORTHERN TRUST CORP | $41 670 | 2 914 | 0,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $41 198 | 2 881 | 0,03% | Acciones |
| FLAGSHIP WEALTH ADVISORS, LLC | $34 678 | 2 425 | 0,03% | Acciones |
| UBS Group AG | $29 944 | 2 094 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $26 841 | 1 877 | 0,02% | Acciones |
| Legal & General Group Plc | $23 667 | 1 655 | 0,02% | Acciones |
| Tower Research Capital LLC (TRC) | $20 349 | 1 423 | 0,02% | Acciones |
| ARMSTRONG ADVISORY GROUP, INC | $17 446 | 1 220 | 0,01% | Acciones |
| ASSETMARK, INC | $15 587 | 1 090 | 0,01% | Acciones |
| FMR LLC | $15 373 | 1 075 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 697 | 982 | 0,01% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $9 667 | 676 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $8 000 | 532 | 0,01% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $7 934 | 555 417 | 0,01% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7 849 | 607 | 0,01% | Acciones |
| Sterling Capital Management LLC | $5 248 | 367 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $2 688 | 188 | 0,00% | Acciones |
| CWM, LLC | $2 483 | 192 | 0,00% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $2 288 | 160 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $1 401 | 98 | 0,00% | Acciones |
| GAMMA Investing LLC | $1 387 | 97 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $1 360 | 95 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1 326 | 92 666 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 286 | 90 | 0,00% | Acciones |
| Arax Advisory Partners | $1 216 | 85 | 0,00% | Acciones |
| Quarry LP | $1 130 | 79 | 0,00% | Acciones |
| Russell Investments Group, Ltd. | $915 | 64 | 0,00% | Acciones |
| Allworth Financial LP | $844 | 59 | 0,00% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $629 | 44 | 0,00% | Acciones |
| SEI INVESTMENTS CO | $440 | 31 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $300 | 21 | 0,00% | Acciones |
| Janney Montgomery Scott LLC | $246 | 17 223 | 0,00% | Acciones |
| Essential Partners LLC | $172 | 12 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $157 | 11 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $15 | 1 | 0,00% | Acciones |
Informantes de la empresa 41 insiders · 17 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James C Hagan | President and CEO | 6 de marzo de 2026 A | 256 868 | 0 | 0 | $0 |
| Guida R Sajdak | EVP, CFO & Treasurer | 6 de marzo de 2026 A | 8 855 | 0 | 0 | $0 |
| Kevin C O'Connor | EVP & Chief Operating Officer | 6 de marzo de 2026 A | 39 751 | 0 | 0 | $0 |
| Darlene M Libiszewski | SVP, Chief Information Officer | 20 de mayo de 2026 S | 14 048 | 0 | 2 | $-93 990 |
| Filipe B Goncalves | SVP & CCO | 6 de marzo de 2026 A | 31 711 | 0 | 0 | $0 |
| Christine Phillips | SVP & Chief HR Officer | 6 de marzo de 2026 A | 22 732 | 0 | 0 | $0 |
| John E Bonini | SVP, General Counsel | 6 de marzo de 2026 A | 19 490 | 0 | 0 | $0 |
| Allen J Miles III | EVP & Chief Lending Officer | 6 de marzo de 2026 A | 42 138 | 0 | 0 | $0 |
| Leo R Sagan JR | SVP & Chief Risk Officer | 6 de marzo de 2026 A | 6 654 | 0 | 0 | $0 |
| Daniel A Marini | SVP Retail Banking & Marketing | 5 de marzo de 2025 F | 14 002 | 0 | 0 | $0 |
| Louis O Gorman III | SVP & Chief Credit Officer | 6 de marzo de 2023 F | 14 642 | 0 | 0 | $0 |
| Cidalia Inacio | SVP, Retail Banking | 24 de febrero de 2022 F | 10 529 | 0 | 0 | $0 |
| Deborah J Mccarthy | SVP, Dep Ops and eBanking | 31 de diciembre de 2021 F | 43 021 | 0 | 0 | $0 |
| William J Wagner | Employee Advisor to the Executive Committee | 1 de noviembre de 2021 M | 120 568 | 0 | 0 | $0 |
| Theresa C Szlosek | Assistant VP & Corp Secretary | 13 de mayo de 2020 P | 208 | 0 | 0 | $0 |
| Rebecca S Kozaczka | Vice President | 19 de noviembre de 2013 S | 16 152 | 0 | 0 | $0 |
| Michael J Janosco JR | Chief Investment Officer | 29 de agosto de 2013 P | 39 316 | 0 | 0 | $0 |
| Paul C Picknelly | Consejero | 6 de mayo de 2026 A | 110 125 | 0 | 0 | $0 |
| Laura Benoit | Consejero | 6 de marzo de 2026 A | 47 291 | 0 | 0 | $0 |
| Philip R Smith | Consejero | 6 de marzo de 2026 A | 9 100 | 0 | 1 | $-39 510 |
| Gregg F Orlen | Consejero | 2 de mayo de 2024 A | 36 744 | 0 | 0 | $0 |
| Christos A Tapases | Consejero | 2 de marzo de 2020 P | 24 013 | 0 | 0 | $0 |
| Kevin M Sweeney | Consejero | 26 de febrero de 2019 A | 20 879 | 0 | 0 | $0 |
| Donald A Williams | Consejero | 23 de mayo de 2017 A | 1 773 | 0 | 0 | $0 |
| David C Colton JR | Consejero | 16 de junio de 2014 P | 5 698 | 0 | 0 | $0 |
| POHL PAUL R | Consejero | 10 de febrero de 2012 M | 95 858 | 0 | 0 | $0 |
| Victor J Carra | Consejero | 30 de noviembre de 2011 S | 24 956 | 0 | 0 | $0 |
| Charles E Sullivan | Consejero | 9 de noviembre de 2009 M | 87 389 | 0 | 0 | $0 |
| Robert T Crowley JR | Consejero | 28 de mayo de 2009 S | 69 703 | 0 | 0 | $0 |
| Richard C Placek | Consejero | 2 de febrero de 2009 M | 32 083 | 0 | 0 | $0 |
| Lisa G Mcmahon | — | 5 de agosto de 2026 A | 61 313 | 0 | 0 | $0 |
| Donna J. Damon | — | 5 de agosto de 2026 A | 67 683 | 0 | 0 | $0 |
| Steven G. Richter | — | 5 de agosto de 2026 A | 64 597 | 0 | 0 | $0 |
| Gary G Fitzgerald | — | 5 de agosto de 2026 A | 35 994 | 0 | 0 | $0 |
| William D Masse | — | 5 de agosto de 2026 A | 68 676 | 0 | 0 | $0 |
| Gerald P Ciejka | — | 31 de diciembre de 2020 F | 19 241 | 0 | 0 | $0 |
| Mary C Oneil | — | 28 de agosto de 2007 A | 31 719 | 0 | 0 | $0 |
| Harry C Lane | — | 28 de agosto de 2007 A | 35 406 | 0 | 0 | $0 |
| Thomas Connors Sullivan | — | 31 de julio de 2007 S | 92 201 | 0 | 0 | $0 |
| William H Mcclure | — | 3 de enero de 2007 J | 35 251 | 0 | 0 | $0 |
| Thomas J Howard | — | 10 de noviembre de 2003 M | 2 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| MHC Mutual Conversion Fund, L.P., Clover Partners, L.P., Clover Partners Management, L.L.C., Johnny Guerry ×2 presentaciones | 17 de octubre de 2017 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 7 de enero de 2002 | — | 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 31 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 |
|---|---|---|---|---|
| FSCC · Federated Hermes ETF Trust | 0,08% | 16 624 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 28 401 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,02% | 94 550 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 24 797 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,01% | 110 914 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 7 982 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 66 934 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 854 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 668 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 94 860 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 674 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 2 200 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 13 698 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 17 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 8 864 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,00% | 3 560 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 16 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 3 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 90 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 376 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |