EQBK Equity Bancshares, Inc. Class A Common Stock
$51.54
मूल्य · अग 19, 2026
मौलिकता इस प्रकार है अग 7, 2026
52W रेंज
$39–$52
95% of range
विश्लेषक रेटिंग
BUY
13 analysts
मूल्य लक्ष्य
$55
+6% upside
P/E (TTM)
36.3
ROE
3.3%
शुद्ध लाभ मार्जिन
10.8%
EQBK स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा
मूल्य
$51.54
मार्केट कैप
—
P/E (TTM)
36.3
EPS (TTM)
$1.23
राजस्व (TTM)
—
लाभांश प्रतिफल
—
ROE
3.3%
D/E ऋण/इक्विटी
—
52W रेंज
$39 – $52
EQBK स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें
Configure
10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान
राजस्व और शुद्ध आय
—
EPS
$1.23
2017-12-31
→
2025-12-31
फ्री कैश फ्लो
$38M
2017-12-31
→
2025-12-31
मार्जिन
10.8%
मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?
मेट्रिक
5Y रुझान
EQBK
सहकर्मी माध्यिका
P/E (TTM)
36.3
12.8
लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC
मेट्रिक
5Y रुझान
EQBK
सहकर्मी माध्यिका
Net Profit Margin (शुद्ध लाभ मार्जिन)
10.8%
30.0%
ROA
0.39%
1.1%
ROE
3.3%
11.7%
वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती
मेट्रिक
5Y रुझान
EQBK
सहकर्मी माध्यिका
विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR
मेट्रिक
5Y रुझान
EQBK
सहकर्मी माध्यिका
Revenue YoY (राजस्व YoY)
-6.6%
—
Revenue CAGR 3Y (राजस्व CAGR 3Y)
1.8%
—
Revenue CAGR 5Y (राजस्व CAGR 5Y)
5.8%
—
EPS YoY
-69.2%
—
Net Income YoY (शुद्ध आय YoY)
-63.7%
—
पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर
मेट्रिक
5Y रुझान
EQBK
सहकर्मी माध्यिका
Payout Ratio (भुगतान अनुपात)
50.2%
—
लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR
लाभांश यील्ड
—
भुगतान अनुपात
50.2%
5Y लाभांश CAGR
—
| एक्स-डेट | राशि |
|---|---|
| 30 जून 2026 | $0.1800 |
| 31 मार्च 2026 | $0.1800 |
| 31 दिसमबर 2025 | $0.1800 |
| 30 सितमबर 2025 | $0.1800 |
| 30 जून 2025 | $0.1500 |
| 31 मार्च 2025 | $0.1500 |
| 31 दिसमबर 2024 | $0.1500 |
| 30 सितमबर 2024 | $0.1500 |
| 28 जून 2024 | $0.1200 |
| 27 मार्च 2024 | $0.1200 |
| 28 दिसमबर 2023 | $0.1200 |
| 28 सितमबर 2023 | $0.1200 |
| 29 जून 2023 | $0.1000 |
| 30 मार्च 2023 | $0.1000 |
| 29 दिसमबर 2022 | $0.1000 |
| 29 सितमबर 2022 | $0.1000 |
| 29 जून 2022 | $0.0800 |
| 30 मार्च 2022 | $0.0800 |
| 30 दिसमबर 2021 | $0.0800 |
| 29 सितमबर 2021 | $0.0800 |
EQBK विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड
खरीदें
13 विश्लेषक
- मजबूत खरीद 3 23.1%
- खरीदें 5 38.5%
- होल्ड 5 38.5%
- बेचें 0 0.0%
- मजबूत बिक्री 0 0.0%
12-महीने का मूल्य लक्ष्य
7 विश्लेषक · 2026-08-14
मध्यिका
$54.00
माध्य
$54.86
अभी
$51.54
निम्न
$51.00
उच्च
$59.00
मध्यिका लक्ष्य
$54.00
+4.8%
माध्य लक्ष्य
$54.86
+6.4%
Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि
औसत आश्चर्य
-0.43%
| Period | EPS Actual | EPS अनुमान | आश्चर्य |
|---|---|---|---|
| 30 जून 2026 | $1.27 | $1.25 | 0.02% |
| 31 मार्च 2026 | $0.80 | $1.18 | -0.38% |
| 31 दिसमबर 2025 | $1.15 | $1.21 | -0.06% |
| 30 सितमबर 2025 | $-1.55 | $0.64 | -2.2% |
| 30 जून 2025 | $0.94 | $0.91 | 0.03% |
| 31 मार्च 2025 | $0.85 | $0.85 | 0.00% |
सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी
| टिकर | मार्केट कैप | P/E | राजस्व YoY | शुद्ध मार्जिन | ROE | सकल मार्जिन |
|---|---|---|---|---|---|---|
| EQBK | — | 36.3 | -6.6% | 10.8% | 3.3% | — |
| CFFN | $839M | 12.2 | 6.5% | 417.3% | 6.5% | — |
| MBWM | $826M | 8.8 | 4.8% | 36.6% | 13.1% | — |
| BFST | $771M | 9.4 | 1.2% | 820.8% | 10.1% | — |
| MCBS | $765M | 10.1 | 10.2% | 44.0% | 14.0% | — |
| HBNC | $869M | -5.2 | 2.0% | 558.0% | -20.3% | — |
| CCNE | — | 10.5 | 24.6% | 23.4% | 8.8% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह
आय विवरण 9
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | $105M | $111M | $88M | $25M | $15M | $23M | $50M | $37M | $17M | $9M | $7M | $5M | |
| Interest Income | $331M | $297M | $247M | $188M | $157M | $156M | $175M | $162M | $103M | $62M | $53M | $47M | |
| Pretax Income | $26M | $78M | $2M | $70M | $64M | $-75M | $33M | $46M | $31M | $14M | $14M | $13M | |
| Income Tax | $4M | $16M | $-5M | $13M | $12M | $400.0K | $7M | $10M | $10M | $4M | $4M | $4M | |
| Net Income | $23M | $63M | $8M | $58M | $52M | $-75M | $26M | $36M | $21M | $9M | $10M | $9M | |
| EPS (Basic) | $1.24 | $4.04 | $0.50 | $3.56 | $3.49 | $-4.97 | $1.64 | $2.33 | $1.66 | $1.09 | $1.55 | $1.31 | |
| EPS (Diluted) | $1.23 | $4.00 | $0.50 | $3.51 | $3.43 | $-4.97 | $1.61 | $2.28 | $1.62 | $1.07 | $1.54 | $1.30 | |
| Shares (Basic) | 18,296,090 | 15,489,370 | 15,535,772 | 16,214,049 | 15,019,221 | 15,098,512 | 15,619,891 | 15,393,916 | 12,448,602 | 8,624,108 | 6,515,346 | 6,299,420 | |
| Shares (Diluted) | 18,456,676 | 15,671,674 | 15,648,842 | 16,437,906 | 15,306,431 | 15,098,512 | 15,843,139 | 15,708,386 | 12,707,184 | 8,755,526 | 6,560,021 | 6,373,283 |
बैलेंस शीट 15
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $52M | $35M | $57M | $32M | |
| PP&E (Net) | $137M | $117M | $113M | $101M | $104M | $89M | $84M | $80M | $63M | $51M | $39M | $34M | |
| PP&E (Gross) | $181M | $157M | $148M | $132M | $131M | $112M | $104M | $96M | $77M | $62M | $49M | $42M | |
| Accum. Depreciation | $45M | $39M | $35M | $31M | $27M | $23M | $19M | $16M | $14M | $11M | $10M | $8M | |
| Goodwill | $82M | $53M | $53M | $53M | $54M | $32M | $136M | $132M | $105M | $59M | $18M | $18M | |
| Intangibles | $22M | $15M | $7M | $11M | $15M | $16M | $20M | $22M | $11M | $5M | $2M | $1M | |
| Total Assets | $6.37B | $5.33B | $5.03B | $4.98B | $5.14B | $4.01B | $3.95B | $4.06B | $3.17B | $2.19B | $1.59B | $1.17B | |
| Total Liabilities | $5.64B | $4.74B | $4.58B | $4.57B | $4.64B | $3.61B | $3.47B | $3.61B | $2.80B | $1.93B | $1.42B | $1.06B | |
| Long-term Debt | $443M | $313M | $387M | $289M | $159M | $142M | · | · | · | · | · | · | |
| Common Stock | $249.0K | $230.0K | $207.0K | $205.0K | $203.0K | $174.0K | $174.0K | $173.0K | $161.0K | $132.0K | $97.0K | $76.0K | |
| Retained Earnings | $205M | $195M | $141M | $140M | $88M | $51M | $126M | $101M | $66M | $44M | $35M | $25M | |
| Treasury Stock | $145M | $131M | $120M | $102M | $69M | $50M | $31M | $20M | $20M | $20M | $20M | $20M | |
| AOCI | $7M | $-55M | $-58M | $-114M | $2M | $20M | $-3.0K | $-5M | $-3M | $-3M | $-2M | $-2M | |
| Stockholders' Equity | $732M | $593M | $453M | $410M | $501M | $408M | $478M | $456M | $374M | $258M | $167M | $118M | |
| Liabilities + Equity | $6.37B | $5.33B | $5.03B | $4.98B | $5.14B | $4.01B | $3.95B | $4.06B | $3.17B | $2.19B | $1.59B | $1.17B |
नकदी प्रवाह 16
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $2M | $2M | $2M | $1M | |
| Stock-based Comp | $6M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $1M | $553.0K | $531.0K | $2M | |
| Deferred Tax | $-5M | $796.0K | $-2M | $3M | $2M | $-11M | $2M | $3M | $3M | $909.0K | $2M | $854.0K | |
| Amort. of Intangibles | $5M | $4M | $3M | $4M | $4M | $4M | $3M | $2M | $1M | $413.0K | $275.0K | $363.0K | |
| Operating Cash Flow | $51M | $74M | $77M | $74M | $103M | $44M | $49M | $37M | $28M | $16M | $14M | $14M | |
| CapEx | $13M | $8M | $16M | $3M | $5M | $10M | $7M | $9M | $7M | $3M | $6M | $5M | |
| Investing Cash Flow | $137M | $124M | $232M | $-214M | $-315M | $96M | $96M | $-171M | $-223M | $-141M | · | · | |
| Stock Issued | $-73.0K | $87M | $0 | · | · | · | · | · | · | $24M | $39M | · | |
| Stock Repurchased | $14M | $12M | $18M | $33M | $19M | $19M | $11M | · | · | · | · | $17M | |
| Net Stock Activity | $-14M | $75M | $-18M | $-33M | $-19M | $-19M | $-11M | · | · | $24M | $39M | · | |
| Dividends Paid | $11M | $8M | $7M | $6M | $1M | · | · | · | · | $42.0K | $164.0K | $804.0K | |
| Financing Cash Flow | $36M | $-193M | $-34M | $-15M | $192M | $52M | $-248M | $275M | $212M | $103M | · | · | |
| Net Change in Cash | $224M | $5M | $275M | $-156M | $-21M | $191M | $-104M | $141M | $17M | $-22M | $25M | $11M | |
| Taxes Paid | $-11M | $6M | $3M | $1M | $5M | $12M | $3M | $9M | $6M | $3M | $3M | $2M | |
| Free Cash Flow | $38M | $65M | $61M | $71M | $98M | $34M | $42M | $28M | $20M | $13M | $8M | · | |
| Levered FCF | $-52M | $-23M | $-223M | $50M | $86M | $11M | $3M | $-683.8K | $9M | $7M | $3M | · |
लाभप्रदता 4
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.8% | 27.8% | 5.6% | 29.0% | 29.9% | -47.2% | 17.0% | 24.8% | 20.4% | 14.9% | 18.4% | · | |
| Pretax Margin | 12.6% | 34.8% | 1.7% | 35.4% | 36.7% | -47.0% | 21.8% | 31.9% | 30.6% | 22.0% | 25.8% | · | |
| ROA | 0.39% | 1.2% | 0.15% | 1.1% | 1.1% | -1.9% | 0.64% | 0.99% | 0.77% | 0.50% | 0.75% | · | |
| ROE | 3.3% | 11.4% | 1.8% | 14.3% | 11.4% | -18.5% | 5.4% | 8.0% | 6.2% | 4.5% | 7.0% | · |
दक्षता 1
| मेट्रिक | रुझान | 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 | · |
विकास दरें 7
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -6.6% | 60.8% | -29.6% | 13.3% | 10.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.8% | 8.6% | -4.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -69.2% | 700.0% | -85.8% | 2.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -29.5% | 5.3% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -63.7% | 700.7% | -86.4% | 9.9% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -26.7% | 6.1% | · | · | · | · | · | · | · | · | · | · |
मूल्यांकन (TTM) 6
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $210M | $225M | $140M | $199M | $175M | $159M | $151M | $145M | $101M | $63M | $56M | · | |
| Net Income TTM | $23M | $63M | $8M | $58M | $52M | $-75M | $26M | $36M | $21M | $9M | $10M | · | |
| P/E | 36.3 | 10.6 | 67.8 | 9.3 | 9.9 | -4.3 | 19.2 | 15.5 | 21.9 | 31.4 | 15.2 | · | |
| Earnings Yield | 2.8% | 9.4% | 1.5% | 10.7% | 10.1% | -23.0% | 5.2% | 6.5% | 4.6% | 3.2% | 6.6% | · | |
| Payout Ratio | 50.2% | 12.6% | 84.6% | 9.6% | 2.2% | · | · | · | · | 0.45% | 1.6% | · | |
| Annual Payout | $11M | $8M | $7M | $6M | $1M | · | · | · | · | $42.0K | $164.0K | · |
आय विवरण 9
| मेट्रिक | रुझान | 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 | $34M | $34M | $27M | $29M | $24M | $24M | $26M | $29M | $29M | $28M | $25M | $24M | $22M | $17M | $11M | $7M | |
| Interest Income | $108M | $108M | $91M | $91M | $74M | $75M | $75M | $75M | $75M | $72M | $64M | $65M | $61M | $56M | $53M | $49M | |
| Pretax Income | $34M | $22M | $26M | $-37M | $18M | $19M | $20M | $24M | $16M | $18M | $-40M | $14M | $13M | $15M | $15M | $19M | |
| Income Tax | $7M | $5M | $4M | $-8M | $3M | $4M | $3M | $4M | $5M | $4M | $-11M | $2M | $1M | $3M | $4M | $4M | |
| Net Income | $26M | $17M | $22M | $-30M | $15M | $15M | $17M | $20M | $12M | $14M | $-28M | $12M | $11M | $12M | $12M | $15M | |
| EPS (Basic) | $1.28 | $0.81 | $1.06 | $-1.55 | $0.87 | $0.86 | $1.06 | $1.30 | $0.77 | $0.91 | $-1.82 | $0.80 | $0.74 | $0.78 | $0.73 | $0.94 | |
| EPS (Diluted) | $1.27 | $0.80 | $1.07 | $-1.55 | $0.86 | $0.85 | $1.06 | $1.28 | $0.76 | $0.90 | $-1.81 | $0.80 | $0.74 | $0.77 | $0.71 | $0.93 | |
| Shares (Basic) | 20,624,793 | 21,037,054 | -35,840,753 | 19,129,726 | 17,524,296 | 17,482,821 | -30,443,864 | 15,258,822 | 15,248,703 | 15,425,709 | -31,196,406 | 15,404,992 | 15,468,378 | 15,858,808 | -32,601,848 | 16,056,658 | |
| Shares (Diluted) | 20,825,444 | 21,263,164 | -35,983,941 | 19,129,726 | 17,651,298 | 17,659,593 | -30,727,076 | 15,451,545 | 15,377,980 | 15,569,225 | -31,440,636 | 15,507,172 | 15,554,255 | 16,028,051 | -33,017,430 | 16,273,231 |
बैलेंस शीट 14
| मेट्रिक | रुझान | 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) | $141M | $141M | $137M | $133M | $118M | $117M | $117M | $117M | $114M | $117M | · | $110M | $106M | $105M | · | $101M | |
| PP&E (Gross) | · | · | $181M | · | · | · | $157M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $45M | · | · | · | $39M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $105M | $105M | $82M | $78M | $53M | $53M | $53M | $53M | $53M | $53M | $53M | $53M | $53M | $53M | $53M | $53M | |
| Intangibles | $28M | $31M | $22M | $23M | $13M | $14M | $15M | $16M | $17M | $18M | · | $8M | $9M | $10M | · | $12M | |
| Total Assets | $7.73B | $7.67B | $6.37B | $6.37B | $5.37B | $5.45B | $5.33B | $5.36B | $5.25B | $5.24B | · | $4.95B | $5.09B | $5.16B | · | $5.00B | |
| Total Liabilities | $6.90B | $6.85B | $5.64B | $5.65B | $4.74B | $4.83B | $4.74B | $4.85B | $4.78B | $4.78B | · | $4.53B | $4.68B | $4.73B | · | $4.60B | |
| Long-term Debt | $533M | $490M | $443M | $487M | $448M | $377M | · | $438M | $392M | $367M | · | $383M | $388M | $400M | · | $330M | |
| Common Stock | $273.0K | $273.0K | $249.0K | $249.0K | $231.0K | $231.0K | $230.0K | $209.0K | $208.0K | $208.0K | · | $207.0K | $207.0K | $206.0K | · | $204.0K | |
| Retained Earnings | $241M | $219M | $205M | $187M | $220M | $207M | $195M | $181M | $163M | $153M | · | $171M | $161M | $151M | · | $130M | |
| Treasury Stock | $178M | $168M | $145M | $138M | $132M | $131M | $131M | $132M | $132M | $126M | · | $119M | $119M | $111M | · | $96M | |
| AOCI | $-4M | $930.0K | $7M | $5M | $-40M | $-45M | $-55M | $-40M | $-62M | $-61M | · | $-122M | $-110M | $-101M | · | $-121M | |
| Stockholders' Equity | $827M | $818M | $732M | $712M | $636M | $617M | $593M | $504M | $461M | $457M | $453M | $418M | $418M | $425M | $410M | $396M | |
| Liabilities + Equity | $7.73B | $7.67B | $6.37B | $6.37B | $5.37B | $5.45B | $5.33B | $5.36B | $5.25B | $5.24B | · | $4.95B | $5.09B | $5.16B | · | $5.00B |
नकदी प्रवाह 15
| मेट्रिक | रुझान | 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 | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $2M | $2M | $1M | $2M | $1M | $1M | $1M | $996.0K | $913.0K | $950.0K | $862.0K | $571.0K | $568.0K | $1M | $889.0K | $888.0K | |
| Amort. of Intangibles | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $899.0K | $739.0K | $799.0K | $918.0K | $918.0K | $924.0K | $957.0K | |
| Operating Cash Flow | $39M | $15M | $-7M | $8M | $28M | $22M | $22M | $23M | $16M | $13M | $13M | $25M | $19M | $19M | $16M | $15M | |
| CapEx | $3M | $4M | $5M | $4M | $2M | $1M | $2M | $4M | $846.0K | $2M | $3M | $5M | $3M | $4M | $2M | $477.0K | |
| Investing Cash Flow | $-87M | $53M | $-67M | $251M | $10M | $-58M | $156M | $-61M | $24M | $5M | $112M | $51M | $87M | $-18M | $-48M | $6M | |
| Stock Issued | $0 | $0 | $0 | $0 | $0 | $-73.0K | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $10M | $23M | $7M | $7M | $274.0K | $0 | $0 | $0 | $5M | $7M | $265.0K | $-132.0K | $8M | $10M | $5M | $4M | |
| Net Stock Activity | · | $-23M | · | · | · | $-73.0K | · | · | · | $-7M | · | · | · | $-10M | · | · | |
| Dividends Paid | $4M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Financing Cash Flow | $30M | $-112M | $-18M | $74M | $-104M | $84M | $-29M | $12M | $-14M | $-162M | $56M | $-156M | $-79M | $145M | $-20M | $31M | |
| Net Change in Cash | $-18M | $-44M | $-92M | $333M | $-65M | $48M | $148M | $-25M | $25M | $-144M | $180M | $-79M | $28M | $146M | $-51M | $52M | |
| Taxes Paid | $-58.0K | $-229.0K | $-22M | $552.0K | $11M | $0 | $2M | $1M | $3M | $0 | $61.0K | $345.0K | $3M | $27.0K | $552.0K | $470.0K | |
| Free Cash Flow | · | · | · | · | · | $20M | · | · | · | $11M | · | · | · | $15M | · | · | |
| Levered FCF | · | · | · | · | · | $752.9K | · | · | · | $-11M | · | · | · | $603.2K | · | · |
लाभप्रदता 4
| मेट्रिक | रुझान | 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 | 32.3% | · | · | -164.7% | 26.1% | 24.8% | · | 35.9% | 21.1% | 25.2% | · | 24.8% | 24.7% | 25.6% | · | 29.8% | |
| Pretax Margin | 41.2% | · | · | -207.2% | 31.5% | 31.1% | · | 43.1% | 29.4% | 31.8% | · | 28.7% | 27.9% | 30.8% | · | 37.0% | |
| ROA | 0.40% | · | · | -0.51% | 0.29% | 0.28% | · | 0.39% | 0.23% | 0.27% | · | 0.25% | 0.23% | 0.24% | · | 0.33% | |
| ROE | 3.6% | · | · | -4.9% | 2.8% | 2.8% | · | 4.3% | 2.7% | 3.2% | · | 3.0% | 2.7% | 2.8% | · | 3.7% |
दक्षता 1
| मेट्रिक | रुझान | 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 |
मूल्यांकन (TTM) 5
| मेट्रिक | रुझान | 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 | $241M | $220M | · | $192M | $230M | $227M | · | $216M | $207M | $200M | · | $195M | $194M | $196M | · | $195M | |
| Net Income TTM | $29M | $18M | · | $20M | $62M | $61M | · | $58M | $50M | $50M | · | $51M | $54M | $58M | · | $58M | |
| P/E | 35.5 | 46.3 | · | 28.3 | 10.9 | 10.4 | · | 10.9 | 11.0 | 10.7 | · | 7.4 | 6.7 | 6.8 | · | 8.2 | |
| Earnings Yield | 2.8% | 2.2% | · | 3.5% | 9.2% | 9.6% | · | 9.2% | 9.1% | 9.3% | · | 13.5% | 14.8% | 14.6% | · | 12.2% | |
| Payout Ratio | · | · | · | · | · | 18.0% | · | · | · | 13.7% | · | · | · | 13.3% | · | · |
वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष
आय विवरण
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-03-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| शुद्ध आय | $23M | $63M | $8M | — | $58M |
| तनुकरणित EPS | $1.23 | $4.00 | $0.50 | — | $3.51 |
नकदी प्रवाह
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-03-31 | 2022-12-31 | |
|---|---|---|---|---|---|
| फ्री कैश फ्लो | $38M | $65M | $61M | — | $71M |
मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ
📊
उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।
आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।
संस्थागत मालिक (13F) 151 फाइलर्स · $451.5M कुल · तिथि अनुसार 30 जून 2026
संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।
संस्थागत गतिविधि — Q2 2026 बनाम पिछली तिमाही
| नई स्थितियाँ | बाहर निकली पोजीशन | बढ़ाया | घटा हुआ | शुद्ध शेयर परिवर्तन |
|---|---|---|---|---|
| 27 (+7 पिछली तिमाही की तुलना में) | 11 (-3 पिछली तिमाही की तुलना में) | 60 (+15 पिछली तिमाही की तुलना में) | 31 (-6 पिछली तिमाही की तुलना में) | +440K |
Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।
| संस्था | मूल्य | शेयर | % ट्रैक किए गए 13F का | प्रकार |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | $49833314 | 1017214 | 11.04% | शेयर |
| PATRIOT FINANCIAL PARTNERS GP, LP | $49662331 | 1217214 | 11.00% | शेयर |
| FJ Capital Management LLC | $47103493 | 961492 | 10.43% | शेयर |
| VANGUARD CAPITAL MANAGEMENT LLC | $37160434 | 758531 | 8.23% | शेयर |
| DIMENSIONAL FUND ADVISORS LP | $36421860 | 743455 | 8.07% | शेयर |
| STATE STREET CORP | $29232127 | 594598 | 6.47% | शेयर |
| GEODE CAPITAL MANAGEMENT, LLC | $17928324 | 365857 | 3.97% | शेयर |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $17418835 | 355559 | 3.86% | शेयर |
| Curi Capital, LLC | $14941950 | 305000 | 3.31% | शेयर |
| KENNEDY CAPITAL MANAGEMENT LLC | $14787191 | 301841 | 3.27% | शेयर |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7797297 | 159161 | 1.73% | शेयर |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7723371 | 157652 | 1.71% | शेयर |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6989305 | 142668 | 1.55% | शेयर |
| AMERICAN CENTURY COMPANIES INC | $5897318 | 120378 | 1.31% | शेयर |
| Qube Research & Technologies Ltd | $5690140 | 116149 | 1.26% | शेयर |
| VANGUARD FIDUCIARY TRUST CO | $5476053 | 111779 | 1.21% | शेयर |
| Foundry Partners, LLC | $4675598 | 118670 | 1.04% | शेयर |
| Empowered Funds, LLC | $4593351 | 93761 | 1.02% | शेयर |
| VANGUARD GROUP INC | $4470492 | 100123 | 0.99% | शेयर |
| GOLDMAN SACHS GROUP INC | $4433546 | 90499 | 0.98% | शेयर |
| WELLINGTON MANAGEMENT GROUP LLP | $3846254 | 78511 | 0.85% | शेयर |
| ENDEAVOUR CAPITAL ADVISORS INC | $3258717 | 66518 | 0.72% | शेयर |
| BRIDGES INVESTMENT MANAGEMENT INC | $3031305 | 61876 | 0.67% | शेयर |
| Petiole USA ltd | $2810262 | 57364 | 0.62% | शेयर |
| FIRST TRUST ADVISORS LP | $2689648 | 54902 | 0.60% | शेयर |
| CITADEL ADVISORS LLC | $2569966 | 52459 | 0.57% | शेयर |
| Prairie Wealth Advisors, Inc. | $2484038 | 0 | 0.55% | शेयर |
| TD Asset Management Inc | $2455085 | 50114 | 0.54% | शेयर |
| Bank of New York Mellon Corp | $2384490 | 48673 | 0.53% | शेयर |
| UMB Bank, n.a. | $2292536 | 46796 | 0.51% | शेयर |
| OSAIC HOLDINGS, INC. | $2278426 | 46508 | 0.50% | शेयर |
| MALTESE CAPITAL MANAGEMENT LLC | $2258292 | 46097 | 0.50% | शेयर |
| BlackRock, Inc. | $2088885 | 42639 | 0.46% | शेयर |
| D. E. Shaw & Co., Inc. | $1895472 | 38691 | 0.42% | शेयर |
| MILLENNIUM MANAGEMENT LLC | $1876660 | 38307 | 0.42% | शेयर |
| PITTENGER & ANDERSON INC | $1774663 | 36225 | 0.39% | शेयर |
| Wealth Alliance Advisory Group, LLC | $1766685 | 36062 | 0.39% | शेयर |
| BARCLAYS PLC | $1754822 | 35820 | 0.39% | शेयर |
| Swiss National Bank | $1650032 | 33681 | 0.37% | शेयर |
| CAPTRUST FINANCIAL ADVISORS | $1611330 | 32891 | 0.36% | शेयर |
| COMMERCE BANK | $1570864 | 32065 | 0.35% | शेयर |
| BANK OF AMERICA CORP /DE/ | $1235968 | 25229 | 0.27% | शेयर |
| State of New Jersey Common Pension Fund D | $1223868 | 24982 | 0.27% | शेयर |
| Atom Investors LP | $1131081 | 23088 | 0.25% | शेयर |
| HSBC HOLDINGS PLC | $1121263 | 22918 | 0.25% | शेयर |
| Quantinno Capital Management LP | $1072146 | 21885 | 0.24% | शेयर |
| RHUMBLINE ADVISERS | $1062926 | 21697 | 0.24% | शेयर |
| XTX Topco Ltd | $1048337 | 21399 | 0.23% | शेयर |
| WCG Wealth Advisors LLC | $963296 | 19663 | 0.21% | शेयर |
| ALLIANCEBERNSTEIN L.P. | $870436 | 19600 | 0.19% | शेयर |
| Mariner, LLC | $832712 | 16997 | 0.18% | शेयर |
| MN Wealth Advisors, LLC | $832239 | 16987 | 0.18% | शेयर |
| STATE OF WISCONSIN INVESTMENT BOARD | $826902 | 16879 | 0.18% | शेयर |
| SEI INVESTMENTS CO | $791189 | 16150 | 0.18% | शेयर |
| WELLS FARGO & COMPANY/MN | $729853 | 14898 | 0.16% | शेयर |
| Aquatic Capital Management LLC | $685860 | 14000 | 0.15% | शेयर |
| VANGUARD ASSET MANAGEMENT, Ltd | $674347 | 13765 | 0.15% | शेयर |
| Keating Financial Advisory Services, Inc. | $628576 | 12831 | 0.14% | शेयर |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $627072 | 12800 | 0.14% | कॉल ऑप्शन |
| TWO SIGMA INVESTMENTS, LP | $615706 | 12568 | 0.14% | शेयर |
| FRANKLIN RESOURCES INC | $607476 | 12400 | 0.13% | शेयर |
| MIRABELLA FINANCIAL SERVICES LLP | $589497 | 12033 | 0.13% | शेयर |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $565917 | 12743 | 0.13% | शेयर |
| Vanguard Global Advisers, LLC | $561572 | 11463 | 0.12% | शेयर |
| RAYMOND JAMES FINANCIAL INC | $533060 | 10881 | 0.12% | शेयर |
| Brandywine Global Investment Management, LLC | $517940 | 11600 | 0.11% | शेयर |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $496416 | 10133 | 0.11% | शेयर |
| MENDON CAPITAL ADVISORS CORP | $489900 | 10000 | 0.11% | शेयर |
| MetLife Investment Management, LLC | $485246 | 9905 | 0.11% | शेयर |
| Rafferty Asset Management, LLC | $431553 | 8809 | 0.10% | शेयर |
| VARCOV Co. | $412545 | 8421 | 0.09% | शेयर |
| Sequoia Financial Advisors, LLC | $407646 | 8321 | 0.09% | शेयर |
| MQS Management LLC | $395545 | 8074 | 0.09% | शेयर |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $395300 | 8069 | 0.09% | शेयर |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $389960 | 7960 | 0.09% | शेयर |
| MERCER GLOBAL ADVISORS INC /ADV | $370952 | 7572 | 0.08% | शेयर |
| IEQ CAPITAL, LLC | $353316 | 7212 | 0.08% | शेयर |
| Invesco Ltd. | $343224 | 7006 | 0.08% | शेयर |
| Triune Financial Partners, LLC | $329862 | 6733 | 0.07% | शेयर |
| Forvis Mazars Wealth Advisors, LLC | $322551 | 6584 | 0.07% | शेयर |
| Engineers Gate Manager LP | $293450 | 5990 | 0.06% | शेयर |
| NEW YORK STATE COMMON RETIREMENT FUND | $290168 | 5923 | 0.06% | शेयर |
| BNP PARIBAS FINANCIAL MARKETS | $288453 | 5888 | 0.06% | शेयर |
| Police & Firemen's Retirement System of New Jersey | $275324 | 5620 | 0.06% | शेयर |
| JANUS HENDERSON GROUP PLC | $268684 | 6061 | 0.06% | शेयर |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $264105 | 5391 | 0.06% | शेयर |
| StoneX Group Inc. | $228026 | 4877 | 0.05% | शेयर |
| ARIZONA STATE RETIREMENT SYSTEM | $227020 | 4634 | 0.05% | शेयर |
| Voleon Capital Management LP | $221925 | 4530 | 0.05% | शेयर |
| ALLSTATE CORP | $217075 | 4431 | 0.05% | शेयर |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $207571 | 4237 | 0.05% | शेयर |
| Quantbot Technologies LP | $162598 | 3319 | 0.04% | शेयर |
| KLP KAPITALFORVALTNING AS | $162172 | 3300 | 0.04% | शेयर |
| Vanguard Investments Australia, Ltd. | $153829 | 3140 | 0.03% | शेयर |
| CWM, LLC | $141712 | 3191 | 0.03% | शेयर |
| NORTHERN TRUST CORP | $130460 | 2663 | 0.03% | शेयर |
| Nuveen, LLC | $128060 | 2614 | 0.03% | शेयर |
| Creative Planning | $126149 | 2575 | 0.03% | शेयर |
| T. Rowe Price Investment Management, Inc. | $115594 | 2359530 | 0.03% | शेयर |
| MARSHALL WACE, LLP | $88182 | 1800 | 0.02% | शेयर |
कंपनी के अंदरूनी सूत्र 40 इनसाइडर्स · 18 अधिकारी · 21 निदेशक
| अंदरूनी | भूमिका | अंतिम गतिविधि | शेयरों का स्वामित्व | खरीद 12m | बिक्री 12m | नेट 12m |
|---|---|---|---|---|---|---|
| Brad S Elliott | Chief Executive Officer | 30 जुलाई 2026 M | 55313 | 0 | 4 | $-860402 |
| Eric R Newell | CFO | 29 जनवरी 2021 A | 23445 | 0 | 0 | $0 |
| Craig L Anderson | President | 10 मार्च 2021 A | 20170 | 0 | 0 | $0 |
| Wendell Bontrager | Bank President | 7 फ़रवरी 2019 A | 11776 | 0 | 0 | $0 |
| Julie A Huber | COO and EVP | 29 जुलाई 2026 M | 62009 | 0 | 2 | $-383029 |
| Gregory H Kossover | EVP and COO | 10 मार्च 2021 A | 56054 | 0 | 0 | $0 |
| Brett A Reber | General Counsel | 11 जून 2026 S | 34495 | 0 | 1 | $-80675 |
| John Blakeney | EVP/Chief Information Officer | 22 फ़रवरी 2021 S | 3876 | 0 | 0 | $0 |
| Tina Marie Call | Chief Risk Officer | 10 फ़रवरी 2021 S | 7914 | 0 | 0 | $0 |
| Mark C Parman | Executive Vice President | 29 जनवरी 2021 A | 24103 | 0 | 0 | $0 |
| Patrick J. Harbert | EVP and Cmty Markets Pres, | 29 जनवरी 2021 A | 33571 | 0 | 0 | $0 |
| Craig P. Mayo | Chief Credit Officer | 29 जनवरी 2021 A | 6198 | 0 | 0 | $0 |
| Rolando Mayans | EVP and Chief Risk Officer | 30 अप्रैल 2019 M | 12250 | 0 | 0 | $0 |
| Jennifer Ann Johnson | EVP | 7 फ़रवरी 2019 A | 27200 | 0 | 0 | $0 |
| Elizabeth A Money | EVP and Retail Director | 20 फ़रवरी 2018 A | 11112 | 0 | 0 | $0 |
| Scott A Smits | EVP/Chief Credit Officer | 3 नवमबर 2017 P | 12030 | 0 | 0 | $0 |
| Ann B Main | EVP, Ozark Mountain Region President | 30 जनवरी 2017 A | — | 0 | 0 | $0 |
| Sam S Pepper JR | EVP and Comm. Banking Pres. | 31 दिसमबर 2015 A | — | 0 | 0 | $0 |
| Donald Scott Rogerson | निदेशक | 31 जुलाई 2026 P | 8103 | 1 | 0 | $100500 |
| Lisa Ann Schlehuber | निदेशक | 28 जुलाई 2026 P | 2092 | 1 | 0 | $50419 |
| Jerry P Maland | निदेशक | 23 जुलाई 2026 G | 109228 | 0 | 0 | $0 |
| Leon Borck | निदेशक | 9 जून 2026 G | 95940 | 0 | 0 | $0 |
| Shawn David Penner | निदेशक | 1 मई 2026 A | 139081 | 0 | 0 | $0 |
| Kevin Earl Cook | निदेशक | 4 अगस्त 2021 A | 1138 | 0 | 0 | $0 |
| Benjamen M Hutton | निदेशक | 4 अगस्त 2021 A | 13105 | 0 | 0 | $0 |
| Junetta M Everett | निदेशक | 4 अगस्त 2021 A | 3105 | 0 | 0 | $0 |
| Randee R Koger | निदेशक | 4 अगस्त 2021 A | 48328 | 0 | 0 | $0 |
| Gary C Allerheiligen | निदेशक | 4 अगस्त 2021 A | 14888 | 0 | 0 | $0 |
| Gregory L Gaeddert | निदेशक | 4 अगस्त 2021 A | 16081 | 0 | 0 | $0 |
| Harvey R Sorensen | निदेशक | 23 मार्च 2021 M | 21241 | 0 | 0 | $0 |
| Jeff A Bloomer | निदेशक | 2 मई 2019 A | 5838 | 0 | 0 | $0 |
| Michael R Downing | निदेशक | 5 दिसमबर 2017 S | 60000 | 0 | 0 | $0 |
| Roger A Buller | निदेशक | 30 अक्टूबर 2017 M | 37474 | 0 | 0 | $0 |
| Dan R Bowers | निदेशक | 27 जुलाई 2017 G | 120650 | 0 | 0 | $0 |
| ECK PETER JOHN /ADV | निदेशक | 11 अप्रैल 2017 M | 119732 | 0 | 0 | $0 |
| David Bradley Moore | निदेशक | 31 दिसमबर 2015 A | — | 0 | 0 | $0 |
| Wayne K Goldstein | निदेशक | 16 नवमबर 2015 S | 326788 | 0 | 0 | $0 |
| David Pass | — | 17 अगस्त 2026 S | 8491 | 0 | 1 | $-7543 |
| James L Berglund | — | 4 अगस्त 2021 A | 13743 | 0 | 0 | $0 |
| Gaylyn K Mcgregor | — | 29 जनवरी 2021 A | 13187 | 0 | 0 | $0 |
SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S
कार्यकर्ता और 5%+ मालिक 5 होल्डिंग्स
जिन निवेशकों ने SEC शेड्यूल 13D दाखिल किया है — जारीकर्ता को प्रभावित करने के इरादे से 5% से अधिक लाभकारी स्वामित्व (कार्यकर्ता दांव, बोर्ड अभियान, M&A)। प्रत्येक पंक्ति उस फाइलर की स्थिति की सबसे हालिया ज्ञात स्थिति दिखाती है।
| फाइलर | दाखिल किया | दांव | स्थिति | उद्देश्य | फाइलिंग |
|---|---|---|---|---|---|
| Patriot Financial Partners III, L.P., Patriot Financial Partners GP III, L.P., Patriot Financial Partners GP III, LLC, W. Kirk Wycoff, James F. Deutsch ×3 फाइलिंग | 8 अप्रैल 2026 | 4.85% | संशोधन | निष्क्रिय निवेश | SEC |
| Fergeson Capital, LLC, Clint Kendric Fergeson, not individually, but solely in his capacity as Manager of Fergeson Capital LLC | 10 जुलाई 2025 | 9.88% | प्रारंभिक फाइलिंग | निष्क्रिय निवेश | SEC |
| Resource Financial Institutions Group, LLC, Compass Island Investment Opportunities Fund A, L.P., Compass Island Investment Opportunities Fund C, L.P. | 1 मार्च 2018 | — | प्रारंभिक फाइलिंग | निष्क्रिय निवेश | SEC |
| Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, Ira M. Lubert, W. Kirk Wycoff, James J. Lynch ×2 फाइलिंग | 17 मार्च 2017 | — | प्रारंभिक फाइलिंग | निष्क्रिय निवेश | SEC |
| Resource Financial Institutions Group, Inc., Compass Island Investment Opportunities Fund A, LP, Compass Island Investment Opportunities Fund C, LP | 25 नवमबर 2015 | — | प्रारंभिक फाइलिंग | निष्क्रिय निवेश | 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.
ईटीएफ स्वामित्व 43 ETFs द्वारा धारित
वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।
| फंड | भार | इकाइयाँ | तिथि अनुसार | स्रोत |
|---|---|---|---|---|
| IWC · iShares Trust | 0.20% | 59569 SH | 8 अगस्त 2026 | दैनिक |
| DPST · Direxion Shares ETF Trust | 0.09% | 9825 NS | 30 अप्रैल 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.08% | 13600 SH | 8 अगस्त 2026 | दैनिक |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.06% | 36890 NS | 31 मई 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.05% | 12663 SH | 8 अगस्त 2026 | दैनिक |
| IWN · iShares Trust | 0.05% | 138018 SH | 8 अगस्त 2026 | दैनिक |
| DFAT · Dimensional ETF Trust | 0.03% | 102934 NS | 30 अप्रैल 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.03% | 100646 SH | 8 अगस्त 2026 | दैनिक |
| IWM · iShares Trust | 0.03% | 437397 SH | 8 अगस्त 2026 | दैनिक |
| ISCV · iShares Trust | 0.03% | 3617 SH | 8 अगस्त 2026 | दैनिक |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 1436 SH | 8 अगस्त 2026 | दैनिक |
| RSSL · Global X Funds | 0.02% | 7411 NS | 30 अप्रैल 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.02% | 68119 NS | 30 अप्रैल 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.02% | 35951 NS | 30 अप्रैल 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 11819 SH | 8 अगस्त 2026 | दैनिक |
| ITWO · ProShares Trust | 0.02% | 808 NS | 31 मई 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.02% | 98021 NS | 31 मई 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 73792 NS | 31 मई 2026 | N-PORT |
| ISCB · iShares Trust | 0.01% | 682 SH | 8 अगस्त 2026 | दैनिक |
| UWM · ProShares Trust | 0.01% | 631 NS | 31 मई 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 190922 SH | 8 अगस्त 2026 | दैनिक |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 3217 SH | 8 अगस्त 2026 | दैनिक |
| VFH · VANGUARD WORLD FUND | 0.01% | 27646 SH | 8 अगस्त 2026 | दैनिक |
| IWO · iShares Trust | 0.01% | 28461 SH | 8 अगस्त 2026 | दैनिक |
| URTY · ProShares Trust | 0.01% | 638 NS | 31 मई 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.01% | 3795 NS | 30 अप्रैल 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 619 NS | 30 अप्रैल 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 932 SH | 8 अगस्त 2026 | दैनिक |
| DFAC · Dimensional ETF Trust | 0.00% | 44051 NS | 30 अप्रैल 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 696 NS | 31 मई 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 16 NS | 31 मई 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 411 NS | 31 मई 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1766 NS | 30 अप्रैल 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 5941 NS | 31 मई 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 33232 SH | 8 अगस्त 2026 | दैनिक |
| DFAU · Dimensional ETF Trust | 0.00% | 4651 NS | 30 अप्रैल 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 800 NS | 30 अप्रैल 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 7186 NS | 30 अप्रैल 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 4030 SH | 8 अगस्त 2026 | दैनिक |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 7993 NS | 31 मई 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 2393 NS | 30 अप्रैल 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 550359 SH | 8 अगस्त 2026 | दैनिक |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1389 SH | 8 अगस्त 2026 | दैनिक |