BBT Beacon Financial Corporation Common stock

NYSE · Banking · Lihat di SEC EDGAR ↗
$32,50
Harga · Agu 19, 2026
Fundamental per Agu 7, 2026

Tentang Beacon Financial Corporation Common stock Tinjauan perusahaan dari Wikipedia

Berkshire Bank was an American bank based in Boston, Massachusetts that operated branches in New England, and New York; it was the third largest regional bank headquartered in Massachusetts. After a merger with Brookline Bancorp, the new entity is called Beacon Bank.

Baca selengkapnya

Berkshire Bank was an American bank based in Boston, Massachusetts that operated branches in New England, and New York; it was the third largest regional bank headquartered in Massachusetts. After a merger with Brookline Bancorp, the new entity is called Beacon Bank.

## History

The company was founded on February 6, 1846, as Berkshire County Savings Bank. In 1997, a year before James A. Cunningham Jr. was named president and CEO, the bank acquired Great Barrington Savings Bank and changed its name to Berkshire Bank.

It later acquired Woronoco Savings Bank (2005), Factory Point National Bank (2007), Rome Savings Bank and Legacy Banks (2011), Connecticut Bank & Trust Company and Beacon Federal Bank (2012), Hampden Bank (2015) and First Choice Bank (2016).

In November 2017, the year it acquired Commerce Bank & Trust Company, the firm signed a lease for a new headquarters at 60 State Street in Government Center, Boston. On November 26, 2018, Richard Marotta became chairman and CEO of Berkshire Hills Bancorp after Michael Daly resigned from those roles.

On August 20, 2020, a year after SI Financial Group was acquired by the bank, Marotta resigned as CEO of Berkshire Hills Bancorp, whose chairman, Sean Gray, took over the role.

On January 25, 2021, the board of directors announced that Nitin J. Mhatre had been appointed CEO, effective January 29. It was also announced that Gray, who had been serving as acting CEO, would continue to serve as president and COO of the bank.

On September 1, 2025, Berkshire Hills Bancorp, the bank holding company parent of Berkshire Bank, merged with Brookline Bancorp, the holding parent of Brookline Bank, Bank Rhode Island, and PCSB Bank (which serves the lower Hudson Valley in New York state). The new Beacon Financial Corporation is traded on the NYSE under the symbol "BBT"; the individual banks are expected to be rebranded "Beacon Bank" and customer service systems combined in early 2026.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

BBT Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$32.50
Kapitalisasi Pasar
P/E (TTM)
25.6
EPS (TTM)
$1.03
Pendapatan (TTM)
$30M
Imbal Hasil Dividen
ROE
4.8%
D/E Utang/Ekuitas
Rentang 52M
$23 – $33

BBT Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $30M
10-point trend, -90.0%
2016-12-31 2025-12-31
EPS $1.03
10-point trend, -45.2%
2016-12-31 2025-12-31
Arus Kas Bebas $212M
8-point trend, +223.6%
2017-12-31 2025-12-31
Margin 301.4%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
BBT
Median Rekan
P/E (TTM)
5-point trend, +115.2%
25.6
12.6

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
BBT
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, +316.6%
301.4%
28.4%
ROA
5-point trend, +112.5%
0.51%
1.1%
ROE
5-point trend, +110.7%
4.8%
8.7%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
BBT
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
BBT
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, -93.1%
81.1%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, -93.1%
-58.3%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, -93.1%
-39.9%
EPS YoY
5-point trend, -56.9%
33.8%
Net Income YoY (Laba Bersih YoY)
5-point trend, -23.9%
31.4%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
BBT
Median Rekan
EPS (Diluted)
5-point trend, -56.9%
$1.03

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
BBT
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +1119.2%
69.9%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
Rasio Pembayaran Dividen
69.9%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
14 Agu 2026$0,3230
15 Mei 2026$0,3230
13 Feb. 2026$0,3230
10 Nov. 2025$0,3230
14 Agu 2025$0,1800
15 Mei 2025$0,1800
20 Feb. 2025$0,1800
14 Nov. 2024$0,1800
30 Sep. 2024$0,1800
20 Juni 2024$0,1800
20 Maret 2024$0,1800
15 Nov. 2023$0,1800
16 Agu 2023$0,1800
17 Mei 2023$0,1800
15 Feb. 2023$0,1800
16 Nov. 2022$0,1800
10 Agu 2022$0,1200
11 Mei 2022$0,1200
9 Feb. 2022$0,1200
9 Nov. 2021$0,1200

BBT Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 11 analis
  • Beli Kuat 1 9,1%
  • Beli 5 45,5%
  • Tahan 5 45,5%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

6 analis · 2026-08-15
Target median $34.50 +6,2%
Target rata-rata $34.83 +7,2%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
-0.08%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.77 $0.78 -0.01%
31 Maret 2026 $0.70 $0.85 -0.15%
31 Des. 2025 $0.79 $0.80 -0.01%
30 Sep. 2025 $0.44 $0.89 -0.45%
30 Juni 2025 $0.69 $0.60 0.09%
31 Maret 2025 $0.60 $0.54 0.06%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
BBT 25.6 81.1% 301.4% 4.8%
NBTB 12.5 10.4% 92.5% 9.1%
CUBI
FRME
FBNC $2.11B 19.0 -3.6% 164.2% 6.9%
WAFD $2.37B 11.5 7.8% 762.5% 7.4%
FIBK $3.50B 11.8 5.9% 28.5% 8.8%
SYBT $1.91B 13.7 35.3% 13.5%
BUSE
BANR 11.1 8.5% 33.2% 10.2%
TFC $62.13B 12.9 53.0% 26.1% 8.2%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 12
Data Laporan Laba Rugi Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -86.8% $30M $17M $16M $414M $434M $383M $449M $431M $365M $298M $268M $226M
Interest Expense 10-point trend, +631.0% · · $207M $43M $38M $93M $144M $110M $64M $48M $33M $28M
Interest Income 12-point trend, +302.2% $833M $629M $577M $387M $329M $410M $510M $466M $355M $280M $247M $207M
Other Non-op 5-point trend, +422.8% · $14M $2M $7M $7M $3M · · · · · ·
Pretax Income 12-point trend, +167.8% $122M $92M $94M $114M $149M $-533M $124M $138M $91M $77M $55M $46M
Income Tax 12-point trend, +168.6% $32M $23M $19M $21M $30M $-20M $22M $29M $42M $19M $5M $12M
Net Income 12-point trend, +167.5% $90M $69M $75M $93M $119M $-533M $97M $106M $55M $59M $50M $34M
EPS (Basic) 12-point trend, -24.3% $1.03 $0.77 $0.85 $2.03 $2.41 $-10.60 $1.98 $2.30 $1.40 $1.89 $1.74 $1.36
EPS (Diluted) 12-point trend, -24.3% $1.03 $0.77 $0.85 $2.02 $2.39 $-10.60 $1.97 $2.29 $1.39 $1.88 $1.73 $1.36
Shares (Basic) 12-point trend, +253.3% 87,377,933 88,983,248 88,230,681 45,564,000 49,240,000 50,270,000 49,263,000 46,024,000 39,456,000 30,988,000 28,393,000 24,730,000
Shares (Diluted) 12-point trend, +252.9% 87,701,567 89,302,304 88,450,646 45,914,000 49,554,000 50,270,000 49,421,000 46,231,000 39,695,000 31,167,000 28,564,000 24,854,000
EBITDA 3-point trend, +4.2% $10M · $8M $10M · · · · · · · ·
Neraca 18
Data Neraca Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, +2745.5% $2.04B $544M · · · · $580M $183M $249M $113M $104M $72M
PP&E (Net) 12-point trend, +86.2% $162M $87M $69M $85M $94M $113M $120M $108M $109M $93M $88M $87M
PP&E (Gross) 12-point trend, +130.1% $275M $190M $166M $180M $183M $199M $200M $177M $169M $143M $129M $120M
Accum. Depreciation 12-point trend, +248.2% $113M $103M $97M $95M $89M $87M $79M $68M $59M $49M $41M $32M
Goodwill 11-point trend, +32.8% $352M $241M $241M · $0 $0 $554M $518M $519M $403M $324M $265M
Intangibles 12-point trend, +1544.4% $190M $17M $20M $24M $30M $35M $46M $33M $38M $19M $11M $12M
Total Assets 12-point trend, +257.1% $23.22B $11.91B $12.43B $11.66B $11.55B $12.84B $13.22B $12.21B $11.57B $9.16B $7.83B $6.50B
Short-term Debt 11-point trend, -88.5% · $104M $260M $0 $0 $40M $125M $1.12B $667M $1.08B $1.07B $901M
Total Liabilities 12-point trend, +257.8% $20.72B $10.68B $11.42B $10.71B $10.37B $11.65B $11.46B $10.66B $10.07B $8.07B $6.94B $5.79B
Long-term Debt 12-point trend, +420.6% $788M $1.52B $247M $126M $111M $532M $703M $399M $470M $232M $192M $151M
Total Debt 9-point trend, -71.1% · · $260M $0 $0 $40M $125M $1.12B $667M · $1.07B $901M
Common Stock 12-point trend, +238.1% $896.0K $970.0K $528.0K $528.0K $528.0K $528.0K $517.0K $460.0K $460.0K $366.0K $322.0K $265.0K
Retained Earnings 12-point trend, +210.6% $486M $459M $-33M $-71M $-139M $-233M $361M $309M $239M $217M $184M $156M
Treasury Stock 12-point trend, +330.2% $143M $88M $225M $210M $90M $31M $70M $22M $24M $27M $29M $33M
AOCI 12-point trend, -404.0% $-20M $-53M $-143M $-181M $-3M $31M $12M $-13M $4M $10M $-3M $7M
Stockholders' Equity 12-point trend, +251.9% $2.50B $1.22B $1.20B $992M $1.18B $1.19B $1.76B $1.55B $1.50B $1.09B $887M $709M
Liabilities + Equity 12-point trend, +257.1% $23.22B $11.91B $12.43B $11.66B $11.55B $12.84B $13.22B $12.21B $11.57B $9.16B $7.83B $6.50B
Shares Outstanding 11-point trend, +84.3% · 46,424,016 43,501,000 44,361,000 48,667,000 50,833,000 49,585,000 45,416,855 45,290,433 35,672,817 30,973,986 25,182,566
Arus Kas 19
Data Arus Kas Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +20.5% $10M $8M $8M $10M $11M $12M $11M $10M $9M $8M $9M $8M
Stock-based Comp 11-point trend, +116.7% · $8M $7M $7M $4M $5M $5M $5M $5M $5M $5M $4M
Deferred Tax 12-point trend, +99.6% $22M $392.0K $16M $-3M $5M $4M $564.0K $12M $32M $11M $2M $11M
Amort. of Intangibles 12-point trend, +217.2% $15M $7M $8M $5M $5M $6M $6M $5M $3M $3M $4M $5M
Other Non-cash 3-point trend, +491.2% $102M · $76M $17M · · · · · · · ·
Operating Cash Flow 12-point trend, +302.1% $224M $105M $117M $111M $85M $228M $112M $222M $78M $98M $86M $56M
CapEx 12-point trend, +45.4% $12M $5M $12M $1M $2M $7M $11M $9M $11M $9M $7M $8M
Investing Cash Flow 12-point trend, +722.9% $2.30B $-140M $-665M $-1.26B $621M $641M $1.20B $-862M $-283M $-208M $-454M $-369M
Debt Issued 11-point trend, -100.0% · $0 $0 $98M $0 $0 $5.38B $4.77B $5.98B $9.36B $8.57B $5.43B
Net Debt Issued 9-point trend, +100.0% · · $0 $98M $-462M $-256M $-844M $381M $-196M · $-54M $-12M
Stock Issued 8-point trend, +100000000.00 · $100M $0 $0 · · $0 $0 $153M $0 $0 ·
Stock Repurchased 11-point trend, +610.8% · $18M $24M $125M $69M $473.0K $53M $0 $0 $0 $550.0K $2M
Net Stock Activity 8-point trend, -4235.3% · · $-24M $-125M $-69M $-473.0K $-53M $0 $153M · $-550.0K ·
Dividends Paid 12-point trend, +249.2% $63M $48M $48M $25M $25M $37M $45M $41M $33M $25M $22M $18M
Financing Cash Flow 12-point trend, -431.5% $-1.03B $445M $299M $208M $-636M $109M $-917M $574M $340M $119M $400M $310M
Net Change in Cash 12-point trend, +39679.3% $1.50B $411M $-250M $-942M $70M $978M $397M $-66M $136M $10M $32M $-4M
Taxes Paid 12-point trend, +1906.4% $15M $-1M $12M $28M $15M $-14M $20M $3M $18M $16M $429.0K $746.0K
Free Cash Flow 10-point trend, +347.9% $212M · $155M $122M $104M $220M $101M $213M $66M · $79M $47M
Levered FCF 8-point trend, -209.4% · · $-29M $87M $74M · $-17M $124M $29M · $49M $26M
Profitabilitas 5
Data Profitabilitas Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 9-point trend, +1532.1% 301.4% · 16.9% 22.4% 27.3% -139.1% 21.7% 22.5% 13.1% · 18.5% ·
Pretax Margin 10-point trend, +1925.5% 406.9% · 19.0% 27.5% 34.3% -139.1% 27.6% 28.4% 23.7% · 20.4% 20.1%
EBITDA Margin 3-point trend, +1339.2% 33.4% · 2.0% 2.3% · · · · · · · ·
ROA 9-point trend, -26.1% 0.51% · 0.58% 0.80% 0.97% -4.1% 0.77% 0.89% 0.53% · 0.69% ·
ROE 9-point trend, -14.1% 4.8% · 7.1% 9.8% 10.1% -45.0% 5.5% 6.9% 4.0% · 5.6% ·
Likuiditas & Solvabilitas 1
Data Likuiditas & Solvabilitas Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity 9-point trend, -79.8% · · 0.3 0.0 0.0 0.0 0.1 0.7 0.4 · 1.2 1.3
Efisiensi 1
Data Efisiensi Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -95.4% 0.0 · 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · 0.0 0.0
Per Saham 6
Data Per Saham Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 9-point trend, -17.4% · · $23.27 $21.51 $24.30 $23.37 $35.47 $34.19 $33.04 · $28.64 $28.17
Revenue / Share 10-point trend, -96.3% $0.34 · $9.47 $9.01 $8.77 $7.62 $9.09 $10.15 $10.59 · $9.39 $9.11
Cash Flow / Share 10-point trend, +13.9% $2.56 · $3.61 $2.68 $2.13 $4.53 $2.26 $4.81 $1.97 · $3.02 $2.25
Cash / Share 5-point trend, +310.4% · · · · · · $11.69 $4.03 $5.49 · $3.34 $2.85
Dividend / Share 12-point trend, +1.1% $1 $1 $1 $1 $0 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, -24.3% $1.03 $0.77 $0.85 $2.02 $2.39 $-10.60 $1.97 $2.29 $1.39 $1.88 $1.73 $1.36
Tingkat Pertumbuhan 8
Data Tingkat Pertumbuhan Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +505.1% 81.1% 1.9% -96.1% -4.8% 13.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +10.5% -58.3% -66.4% -65.1% · · · · · · · · ·
Revenue CAGR 5Y -39.9% · · · · · · · · · · ·
EPS YoY 4-point trend, +318.2% 33.8% -9.4% -57.9% -15.5% · · · · · · · ·
EPS CAGR 3Y 2-point trend, +36.1% -20.1% -31.4% · · · · · · · · · ·
Net Income YoY 4-point trend, +242.5% 31.4% -8.4% -18.9% -22.0% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, +95.1% -0.82% -16.7% · · · · · · · · · ·
Dividend CAGR 5Y 11.5% · · · · · · · · · · ·
Valuasi (TTM) 16
Data Valuasi (TTM) Tahunan untuk BBT
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -86.8% $30M $17M $16M $414M $434M $383M $449M $431M $365M $298M $268M $226M
Net Income TTM 12-point trend, +167.5% $90M $69M $75M $93M $119M $-533M $97M $106M $55M $59M $50M $34M
Market Cap 9-point trend, +60.9% · · $1.08B $1.33B $1.38B $870M $1.63B $1.22B $1.66B · $902M $671M
Enterprise Value 5-point trend, -21.7% · · · · · · $1.18B $2.16B $2.08B · $1.87B $1.50B
P/E 12-point trend, +30.6% 25.6 36.9 29.2 14.8 11.9 -1.6 16.7 11.8 26.3 19.6 16.8 19.6
P/S 9-point trend, +2144.2% · · 66.5 3.2 3.2 2.3 3.6 2.8 4.5 · 3.4 3.0
P/B 9-point trend, +12.7% · · 1.1 1.4 1.2 0.7 0.9 0.8 1.1 · 1.0 0.9
P / Tangible Book 5-point trend, +81.5% · 1.4 1.2 1.4 1.2 0.8 · · · · · ·
P / Cash Flow 9-point trend, -42.9% · · 6.9 10.8 13.1 3.8 14.6 5.5 21.2 · 10.4 12.0
P / FCF 9-point trend, -50.9% · · 7.0 10.9 13.3 3.9 16.1 5.8 25.3 · 11.4 14.2
EV / FCF 5-point trend, -63.2% · · · · · · 11.6 10.2 31.7 · 23.7 31.7
EV / Revenue 5-point trend, -60.5% · · · · · · 2.6 5.0 5.7 · 7.0 6.6
Dividend Yield 9-point trend, +65.1% · · 4.4% 1.8% 1.8% 4.2% 2.8% 3.3% 2.0% · 2.4% 2.7%
Earnings Yield 12-point trend, -23.3% 3.9% 2.7% 3.4% 6.8% 8.4% -61.9% 6.0% 8.5% 3.8% 5.1% 5.9% 5.1%
Payout Ratio 9-point trend, +58.1% 69.9% · 45.6% 26.5% 20.7% -6.9% 46.3% 38.7% 60.2% · 44.2% ·
Annual Payout 12-point trend, +249.2% $63M $48M $48M $25M $25M $37M $45M $41M $33M $25M $22M $18M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $30M$17M$16M$414M$434M
Laba Bersih $90M$69M$75M$93M$119M
EPS Dilusian $1.03$0.77$0.85$2.02$2.39
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.30.00.0
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $212M$155M$122M$104M

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Pemilik institusional (13F) 304 pengaju · $1.6B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
41 (-8 vs Kuartal sebelumnya) 34 (+6 vs Kuartal sebelumnya) 99 (+5 vs Kuartal sebelumnya) 81 (-2 vs Kuartal sebelumnya) +9.3M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $158.705.765 5.212.012 9,70% Saham
MILLENNIUM MANAGEMENT LLC $157.294.225 5.165.656 9,61% Saham
STATE STREET CORP $156.179.116 5.129.035 9,54% Saham
DIMENSIONAL FUND ADVISORS LP $147.657.744 4.849.187 9,02% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $119.879.884 3.936.942 7,33% Saham
VANGUARD CAPITAL MANAGEMENT LLC $114.527.687 3.761.172 7,00% Saham
Verition Fund Management LLC $73.175.887 2.403.149 4,47% Saham
HoldCo Asset Management, LP $68.908.350 2.263.000 4,21% Saham
GEODE CAPITAL MANAGEMENT, LLC $56.250.832 1.846.899 3,44% Saham
ADAGE CAPITAL PARTNERS GP, L.L.C. $45.462.550 1.493.023 2,78% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $32.103.435 1.054.300 1,96% Saham
SYSTEMATIC FINANCIAL MANAGEMENT LP $31.186.342 1.024.182 1,91% Saham
AMERICAN CENTURY COMPANIES INC $25.254.263 829.367 1,54% Saham
GOLDMAN SACHS GROUP INC $22.441.894 737.008 1,37% Saham
BANK OF AMERICA CORP /DE/ $21.593.678 709.152 1,32% Saham
Walleye Capital LLC $20.265.236 665.525 1,24% Saham
STRATEGIC VALUE BANK PARTNERS LLC $18.993.096 623.747 1,16% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $17.478.056 573.992 1,07% Saham
VANGUARD FIDUCIARY TRUST CO $17.225.108 565.685 1,05% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $14.472.581 475.290 0,88% Saham
TWO SIGMA INVESTMENTS, LP $14.327.243 470.517 0,88% Saham
RENAISSANCE TECHNOLOGIES LLC $13.146.483 431.740 0,80% Saham
Glendon Capital Management LP $11.607.053 381.184 0,71% Saham
BAYVIEW ASSET MANAGEMENT, LLC $11.109.013 364.828 0,68% Saham
ALLIANCEBERNSTEIN L.P. $10.454.340 348.478 0,64% Saham
ALGERT GLOBAL LLC $10.088.450 331.312 0,62% Saham
ROYCE & ASSOCIATES LP $9.243.280 303.556 0,56% Saham
Brevan Howard Capital Management LP $9.135.000 300.000 0,56% Saham
Public Sector Pension Investment Board $8.769.752 288.005 0,54% Saham
MORGAN STANLEY $8.386.996 275.435 0,51% Saham
SummitTX Capital, L.P. $8.305.755 272.767 0,51% Saham
Trexquant Investment LP $8.269.459 271.575 0,51% Saham
Ategra Capital Management, LLC $8.091.874 265.743 0,49% Saham
Bank of New York Mellon Corp $7.109.831 233.492 0,43% Saham
RHUMBLINE ADVISERS $6.565.087 215.603 0,40% Saham
AMERIPRISE FINANCIAL INC $6.287.407 206.483 0,38% Saham
ExodusPoint Capital Management, LP $5.988.876 196.679 0,37% Saham
GRACE & WHITE INC /NY $5.674.327 186.349 0,35% Saham
Swiss National Bank $5.135.575 168.656 0,31% Saham
COMMONWEALTH EQUITY SERVICES, LLC $4.470.770 146.823 0,27% Saham
CONGRESS ASSET MANAGEMENT CO $4.324.730 142.027 0,26% Saham
BOOTHBAY FUND MANAGEMENT, LLC $4.025.155 132.189 0,25% Saham
Legal & General Group Plc $3.914.439 128.553 0,24% Saham
EJF Capital LP $3.912.216 128.480 0,24% Saham
HENNESSY ADVISORS INC $3.501.750 115.000 0,21% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.054.300 101.810 0,19% Saham
Brookstone Capital Management $3.048.617 100.119 0,19% Saham
Cutler Capital Management, LLC $2.962.955 97.306 0,18% Saham
AlphaQuest LLC $2.664.056 101.026 0,16% Saham
PRUDENTIAL FINANCIAL INC $2.633.834 86.497 0,16% Saham
VANGUARD ASSET MANAGEMENT, Ltd $2.569.493 84.384 0,16% Saham
Quantinno Capital Management LP $2.493.380 81.884 0,15% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $2.459.781 80.781 0,15% Saham
CM Management, LLC $2.436.000 80.000 0,15% Saham
XTX Topco Ltd $2.259.755 74.212 0,14% Saham
VANGUARD GROUP INC $2.175.235 82.489 0,13% Saham
SEGALL BRYANT & HAMILL, LLC $2.168.801 71.225 0,13% Saham
FIFTH THIRD BANCORP $2.147.101 70.512 0,13% Saham
PMC FIG Opportunities LLC $2.074.589 68.131 0,13% Saham
Rafferty Asset Management, LLC $2.049.681 67.313 0,13% Saham
Corient Private Wealth LP $1.935.675 63.569 0,12% Saham
RAYMOND JAMES FINANCIAL INC $1.830.380 60.111 0,11% Saham
Vanguard Global Advisers, LLC $1.786.806 58.680 0,11% Saham
BlackRock, Inc. $1.771.033 58.162 0,11% Saham
FIRST TRUST ADVISORS LP $1.744.989 57.307 0,11% Saham
Aquatic Capital Management LLC $1.733.640 56.934 0,11% Saham
CITADEL ADVISORS LLC $1.602.157 52.616 0,10% Saham
Pathstone Holdings, LLC $1.540.252 50.583 0,09% Saham
Clarendon Private LLC $1.528.133 50.185 0,09% Saham
MetLife Investment Management, LLC $1.510.625 49.610 0,09% Saham
CAPITAL FUND MANAGEMENT S.A. $1.505.234 49.433 0,09% Saham
Zurcher Kantonalbank (Zurich Cantonalbank) $1.411.358 46.350 0,09% Saham
Illinois Municipal Retirement Fund $1.328.960 43.644 0,08% Saham
Qube Research & Technologies Ltd $1.316.475 43.234 0,08% Saham
Cerity Partners LLC $1.309.655 43.010 0,08% Saham
VICTORY CAPITAL MANAGEMENT INC $1.299.667 42.682 0,08% Saham
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1.229.967 40.393 0,08% Saham
IRONWOOD INVESTMENT MANAGEMENT LLC $1.228.262 40.337 0,08% Saham
MALTESE CAPITAL MANAGEMENT LLC $1.211.880 39.799 0,07% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.208.591 39.691 0,07% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1.195.132 39.249 0,07% Saham
Schonfeld Strategic Advisors LLC $1.137.216 37.347 0,07% Saham
BARCLAYS PLC $1.121.779 36.840 0,07% Saham
Private Advisor Group, LLC $1.120.992 36.814 0,07% Saham
Louisiana State Employees Retirement System $1.117.515 36.700 0,07% Saham
JANUS HENDERSON GROUP PLC $1.088.097 36.282 0,07% Saham
Amundi $1.080.823 35.495 0,07% Saham
BNP PARIBAS FINANCIAL MARKETS $1.077.625 35.390 0,07% Saham
NewEdge Advisors, LLC $1.037.661 34.078 0,06% Saham
Invesco Ltd. $1.034.295 33.967 0,06% Saham
Cetera Investment Advisers $998.040 32.776 0,06% Saham
NORDEA INVESTMENT MANAGEMENT AB $942.139 30.809 0,06% Saham
INCEPTIONR LLC $937.099 30.775 0,06% Saham
NEW YORK STATE COMMON RETIREMENT FUND $913.135 29.988 0,06% Saham
STIFEL FINANCIAL CORP $913.097 29.991 0,06% Saham
PARSONS CAPITAL MANAGEMENT INC/RI $909.237 29.860 0,06% Saham
Congress Wealth Management LLC / DE / $871.316 34.797 0,05% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $808.905 26.565 0,05% Saham
Jain Global LLC $798.460 26.222 0,05% Saham
UBS Group AG $783.996 25.747 0,05% Saham

Orang dalam perusahaan 74 orang dalam · 25 pejabat · 47 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Paul A Perrault President and CEO 16 Juni 2026 A 258.649 0 0 $0
DALY MICHAEL P President and CEO 20 Juni 2018 G 105.483 0 0 $0
Carl M Carlson CFO & Chief Strategy Officer 16 Juni 2026 A 86.024 0 0 $0
James M Moses SVP and CFO 30 Jan. 2018 A 2.656 0 0 $0
Josephine Iannelli EVP and CFO 1 April 2016 F 3.973 0 0 $0
Kevin P Riley EVP, CFO and Treasuer 1 Maret 2013 F 9.078 0 0 $0
Wayne F Patenaude SVP, CFO and Treasurer 24 Feb. 2006 F 6.415 0 0 $0
Gary R. Levante Chief Marketing Officer 16 Juni 2026 A 10.822 0 0 $0
Sean Gray Chief Operations Officer 16 Juni 2026 A 134.075 0 0 $0
Michael W. Mccurdy Chief Banking Officer 16 Juni 2026 A 35.889 0 0 $0
Mark J. Meiklejohn Chief Credit Officer 16 Juni 2026 A 57.602 0 0 $0
Michael D. Carroll Executive Vice President 12 Juni 2018 S 7.432 0 0 $0
Allison O'Rourke Executive Vice President 1 April 2018 F 3.209 0 0 $0
Tami A. Gunsch Executive Vice President 1 April 2018 F 12.958 0 0 $0
George F. Bacigalupo Executive Vice President 22 Maret 2018 F 20.098 0 0 $0
Richard M Marotta SEVP 22 Maret 2018 F 36.005 0 0 $0
Allan J Costello EVP- Home Lending 30 Jan. 2018 F 9.518 0 0 $0
Gregory D Lindenmuth EVP and Chief Risk Officer 30 Jan. 2018 A 996 0 0 $0
Linda Johnston EVP and Chief HR Officer 23 Feb. 2015 F 20.143 0 0 $0
SULLIVAN PATRICK J EVP 30 Jan. 2013 A 3.628 0 0 $0
Michael J Oleksak VP of Commercial Banking 4 Maret 2011 D 0 0 0 $0
Thomas W Barney SVP - Asset Management/Trust 14 Sep. 2009 I 4.447 0 0 $0
John S Millet SVP and Controller 30 Jan. 2009 A 1.063 0 0 $0
John J Howard Executive Vice President 2 Okt. 2007 F 1.138 0 0 $0
Gayle P Fawcett SVP of Subsidiary Bank 1 Maret 2006 S 7.193 0 0 $0
Mary Anne Callahan Direktur 16 Juni 2026 A 2.509 0 0 $0
Eric S Rosengren Direktur 16 Juni 2026 A 7.431 0 0 $0
Karyn Polito Direktur 16 Juni 2026 A 7.958 0 0 $0
Mihir A. Desai Direktur 16 Juni 2026 A 9.344 0 0 $0
Nina A Charnley Direktur 16 Juni 2026 A 10.939 0 0 $0
Sylvia Maxfield Direktur 16 Juni 2026 A 13.993 0 0 $0
William H Hughes III Direktur 16 Juni 2026 A 16.848 0 0 $0
Joanne B. Chang Direktur 16 Juni 2026 A 12.952 0 0 $0
David Brunelle Direktur 16 Juni 2026 A 21.899 0 0 $0
Margaret Boles Fitzgerald Direktur 16 Juni 2026 A 18.580 0 0 $0
John M. Pereira Direktur 16 Juni 2026 A 21.940 0 0 $0
Thomas J Hollister Direktur 16 Juni 2026 A 25.426 1 0 $103.572
Willard I Hill JR Direktur 16 Juni 2026 A 14.835 0 1 $-25.960
Bogdan Nowak Direktur 16 Juni 2026 A 114.539 0 0 $0
Merrill W Sherman Direktur 16 Juni 2026 A 25.930 0 0 $0
Zaitzeff Michael Direktur 21 Feb. 2024 S 0 0 0 $0
Paul T Bossidy Direktur 27 April 2018 P 9.379 0 0 $0
Richard L. Murphy Direktur 13 Feb. 2018 P 11.884 0 0 $0
Patrick J Sheehan Direktur 8 Feb. 2018 P 91.412 0 0 $0
Pamela Massad Direktur 30 Jan. 2018 A 930 0 0 $0
Laurie Norton Moffatt Direktur 30 Jan. 2018 A 930 0 0 $0
Robert M. Curley Direktur 30 Jan. 2018 A 930 0 0 $0
James Williar Dunlaevy Direktur 30 Jan. 2018 A 930 0 0 $0
Cornelius D Mahoney Direktur 30 Jan. 2018 A 930 0 0 $0
Jeffrey D Templeton Direktur 30 Jan. 2018 A 930 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 9 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Pamela A. Massad, as personal representative of the Estate of David G. Massad, Sr. and individually ×3 pengajuan 26 Maret 2020 Pengajuan awal M&A / penjualan SEC
David G. Massad, Sr. 28 Maret 2019 Pengajuan awal SEC
Orang pelapor yang tidak diungkapkan 23 Okt. 2017 Pengajuan awal SEC
David G. Massad, Sr. (2) 23 Okt. 2017 Pengajuan awal SEC
Orang pelapor yang tidak diungkapkan 3 Okt. 2017 Pengajuan awal SEC
Orang pelapor yang tidak diungkapkan 31 Mei 2017 Pengajuan awal SEC
Orang pelapor yang tidak diungkapkan 13 Feb. 2017 Pengajuan awal SEC
Orang pelapor yang tidak diungkapkan 12 Des. 2016 Pengajuan awal Investasi pasif SEC
Orang pelapor yang tidak diungkapkan 26 Okt. 2004 Pengajuan awal Investasi pasif 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.

Kepemilikan ETF Dimiliki oleh 64 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
XSVM · Invesco Exchange-Traded Fund Trust 0,75% 157.555 SH 8 Agu 2026 Harian
PSCF · Invesco Exchange-Traded Fund Trust … 0,57% 4.918 SH 8 Agu 2026 Harian
DPST · Direxion Shares ETF Trust 0,51% 88.668 NS 30 April 2026 N-PORT
ESSC · Strategy Shares 0,40% 3.648 NS 30 April 2026 N-PORT
IJS · iShares Trust 0,27% 717.943 SH 8 Agu 2026 Harian
VIOV · VANGUARD ADMIRAL FUNDS 0,27% 177.852 SH 8 Agu 2026 Harian
ESML · iShares Trust 0,24% 218.303 SH 8 Agu 2026 Harian
NUSC · Nushares ETF Trust 0,19% 87.320 NS 30 April 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,16% 157.484 NS 31 Mei 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,16% 13.117 SH 8 Agu 2026 Harian
IJR · iShares Trust 0,14% 5.025.617 SH 8 Agu 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 0,14% 38.933 SH 8 Agu 2026 Harian
VIOO · VANGUARD ADMIRAL FUNDS 0,14% 293.112 SH 8 Agu 2026 Harian
IWN · iShares Trust 0,14% 637.935 SH 8 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,13% 59.111 SH 8 Agu 2026 Harian
DFSV · Dimensional ETF Trust 0,13% 338.488 NS 30 April 2026 N-PORT
XJR · iShares Trust 0,13% 7.628 SH 8 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 0,12% 112.990 SH 8 Agu 2026 Harian
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 31.419 NS 30 April 2026 N-PORT
DFAT · Dimensional ETF Trust 0,11% 546.413 NS 30 April 2026 N-PORT
SAA · ProShares Trust 0,11% 1.004 NS 31 Mei 2026 N-PORT
EBIT · Harbor ETF Trust 0,09% 348 NS 30 April 2026 N-PORT
IWM · iShares Trust 0,08% 2.128.465 SH 8 Agu 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,08% 490.554 SH 8 Agu 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 0,08% 6.891 SH 8 Agu 2026 Harian
FNDA · SCHWAB STRATEGIC TRUST 0,07% 214.969 NS 31 Mei 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,07% 45.703 SH 8 Agu 2026 Harian
AVUV · AMERICAN CENTURY ETF TRUST 0,06% 598.029 NS 31 Mei 2026 N-PORT
ITWO · ProShares Trust 0,06% 3.922 NS 31 Mei 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,05% 23.077 NS 30 April 2026 N-PORT
DFAS · Dimensional ETF Trust 0,05% 264.227 NS 30 April 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,05% 17.706 NS 31 Mei 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,05% 401.547 NS 31 Mei 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,05% 1.220.892 SH 8 Agu 2026 Harian
UWM · ProShares Trust 0,04% 3.069 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,03% 961.432 SH 8 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,03% 1.923.490 SH 8 Agu 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 0,03% 18.463 SH 8 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 0,03% 136.595 SH 8 Agu 2026 Harian
FNCL · FIDELITY COVINGTON TRUST 0,03% 23.153 NS 30 April 2026 N-PORT
URTY · ProShares Trust 0,03% 3.106 NS 31 Mei 2026 N-PORT
WSML · iShares Trust 0,02% 5.036 SH 8 Agu 2026 Harian
DXUV · Dimensional ETF Trust 0,02% 3.295 NS 30 April 2026 N-PORT
TILT · FlexShares Trust 0,02% 15.092 NS 30 April 2026 N-PORT
IWO · iShares Trust 0,01% 67.187 SH 8 Agu 2026 Harian
DFAC · Dimensional ETF Trust 0,01% 204.536 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 3.201 NS 31 Mei 2026 N-PORT
HDG · ProShares Trust 0,01% 78 NS 31 Mei 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0,01% 328.708 SH 8 Agu 2026 Harian
DCOR · Dimensional ETF Trust 0,01% 9.691 NS 30 April 2026 N-PORT