CWBC Community West Bancshares - Common Stock

NASDAQ · Banking · Lihat di SEC EDGAR ↗
$25,93
Harga · Agu 19, 2026
Fundamental per Agu 10, 2026

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

Harga
$25.93
Kapitalisasi Pasar
$431M
P/E (TTM)
11.2
EPS (TTM)
$2.00
Pendapatan (TTM)
Imbal Hasil Dividen
3.3%
ROE
9.7%
D/E Utang/Ekuitas
Rentang 52M
$20 – $28

CWBC 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
EPS $2.00
10-point trend, +50.4%
2016-12-31 2025-12-31
Arus Kas Bebas $44M
10-point trend, +259.3%
2016-12-31 2025-12-31
Margin 26.0%

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

Metrik
Tren 5 Tahun
CWBC
Median Rekan
P/E (TTM)
5-point trend, +25.1%
11.2
12.7
P/S (TTM)
5-point trend, -3.1%
2.9
2.9
P/B
5-point trend, +5.4%
1.1
1.2
Price / FCF (Harga / FCF)
5-point trend, +67.0%
9.9

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

Metrik
Tren 5 Tahun
CWBC
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -25.3%
26.0%
27.1%
ROA
5-point trend, -17.2%
1.1%
1.1%
ROE
5-point trend, -15.8%
9.7%
10.5%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
CWBC
Median Rekan

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

Metrik
Tren 5 Tahun
CWBC
Median Rekan
Revenue YoY (Pendapatan YoY)
25.6%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
20.1%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
13.4%
EPS YoY
5-point trend, -13.4%
344.4%
Net Income YoY (Laba Bersih YoY)
5-point trend, +34.4%
397.9%

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

Metrik
Tren 5 Tahun
CWBC
Median Rekan
EPS (Diluted)
5-point trend, -13.4%
$2.00

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
CWBC
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +83.5%
37.2%

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

Imbal Hasil Dividen
3.3%
Rasio Pembayaran Dividen
37.2%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
7 Agu 2026$0,1200
8 Mei 2026$0,1200
6 Feb. 2026$0,1200
31 Okt. 2025$0,1200
1 Agu 2025$0,1200
2 Mei 2025$0,1200
7 Feb. 2025$0,1200
8 Nov. 2024$0,1200
2 Agu 2024$0,1200
2 Mei 2024$0,1200
1 Feb. 2024$0,1200
2 Nov. 2023$0,1200
3 Agu 2023$0,1200
4 Mei 2023$0,1200
9 Feb. 2023$0,1200
3 Nov. 2022$0,1200
4 Agu 2022$0,1200
5 Mei 2022$0,1200
10 Feb. 2022$0,1200
4 Nov. 2021$0,1200

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

BELI 11 analis
  • Beli Kuat 2 18,2%
  • Beli 6 54,5%
  • Tahan 3 27,3%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

4 analis · 2026-08-16
Target median $29.75 +14,8%
Target rata-rata $29.62 +14,3%

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

Kejutan Rata-rata
-0.02%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.32 $0.38 -0.06%
31 Maret 2026 $0.60 $0.57 0.03%
31 Des. 2025 $0.58 $0.57 0.01%
30 Sep. 2025 $0.57 $0.53 0.04%
30 Juni 2025 $0.41 $0.49 -0.08%
31 Maret 2025 $0.44 $0.47 -0.03%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
CWBC $431M 11.2 25.6% 26.0% 9.7%
TCBX $528M 10.0 21.9% 31.7% 12.9%
WASH $562M 10.9 127.6% 22.8% 9.8%
AROW 11.8 17.6%
CARE $434M 14.2 4.7% 154.4% 7.6%
PFIS $487M 8.3 39.7% 31.5% 11.7%
BCAL $605M 9.7 41.0% 35.0% 11.2%
MSBI
RRBI $470M 11.2 14.4% 34.1% 12.2%

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

Laporan Laba Rugi 10
Data Laporan Laba Rugi Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1629.2% · · $20M $3M $1M $2M $3M $1M $1M $1M $1M $1M
Interest Income 12-point trend, +352.5% $186M $160M $102M $83M $74M $66M $66M $64M $57M $47M $42M $41M
Pretax Income 12-point trend, +1011.9% $53M $11M $34M $35M $38M $27M $30M $28M $24M $22M $14M $5M
Income Tax 12-point trend, +2619.3% $14M $3M $8M $8M $10M $7M $9M $7M $10M $7M $3M $-570.0K
Net Income 12-point trend, +621.0% $38M $8M $26M $27M $28M $20M $21M $21M $14M $15M $11M $5M
EPS (Basic) 12-point trend, +318.7% $2.01 $0.45 $2.17 $2.27 $2.32 $1.62 $1.60 $1.55 $1.12 $1.34 $1.00 $0.48
EPS (Diluted) 12-point trend, +316.7% $2.00 $0.45 $2.17 $2.27 $2.31 $1.62 $1.59 $1.54 $1.10 $1.33 $1.00 $0.48
Shares (Basic) 12-point trend, +74.0% 18,996,714 17,077,017 11,728,858 11,715,376 12,237,424 12,534,078 13,415,118 13,699,823 12,472,095 11,331,166 10,931,927 10,919,235
Shares (Diluted) 12-point trend, +73.4% 19,069,289 17,179,796 11,752,872 11,739,074 12,281,932 12,576,319 13,513,607 13,825,008 12,722,350 11,435,449 11,015,763 10,999,938
EBITDA 12-point trend, +142.0% $3M $2M $891.0K $755.0K $897.0K $881.0K $2M $2M $1M $1M $1M $1M
Neraca 16
Data Neraca Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +53.9% $119M $120M $54M $31M $163M $70M $53M $32M $100M $39M $95M $77M
PP&E (Net) 12-point trend, +136.7% $24M $24M $14M $8M $8M $8M $8M $8M $9M $9M $9M $10M
PP&E (Gross) 12-point trend, +179.1% $60M $44M $32M $26M $25M $25M $23M $25M $25M $23M $22M $22M
Accum. Depreciation 12-point trend, +215.1% $37M $20M $18M $18M $17M $17M $16M $16M $15M $14M $13M $12M
Goodwill 12-point trend, +223.7% $97M $97M $54M $54M $54M $54M $54M $54M $54M $40M $40M $30M
Intangibles 12-point trend, +515.0% $8M $9M $0 $68.0K $522.0K $1M $2M $3M $3M $1M $1M $1M
Total Assets 12-point trend, +209.5% $3.69B $3.52B $2.43B $2.42B $2.45B $2.00B $1.60B $1.54B $1.66B $1.44B $1.28B $1.19B
Short-term Debt 3-point trend, +80000000.00 · · $80M $46M $0 · · · · · · ·
Total Liabilities 12-point trend, +209.2% $3.28B $3.16B $2.23B $2.25B $2.20B $1.76B $1.37B $1.32B $1.45B $1.28B $1.14B $1.06B
Long-term Debt 3-point trend, -0.3% $70M $70M $70M · · · · · · · · ·
Common Stock 12-point trend, +287.7% $210M $208M $63M $61M $67M $79M $89M $104M $103M $72M $54M $54M
Retained Earnings 12-point trend, +234.5% $239M $210M $211M $194M $173M $151M $136M $120M $103M $93M $80M $71M
AOCI 12-point trend, -836.9% $-40M $-55M $-66M $-81M $8M $15M $3M $-4M $3M $-516.0K $4M $5M
Stockholders' Equity 12-point trend, +212.6% $410M $363M $207M $171M $248M $245M $228M $220M $210M $164M $139M $131M
Liabilities + Equity 12-point trend, +209.5% $3.69B $3.52B $2.43B $2.42B $2.45B $2.00B $1.60B $1.54B $1.66B $1.44B $1.28B $1.19B
Shares Outstanding 12-point trend, -100.0% 0 18,974,647 11,818,039 11,735,291 11,916,651 12,509,848 13,052,407 13,754,965 13,696,722 12,143,815 10,996,773 10,980,440
Arus Kas 15
Data Arus Kas Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +142.0% $3M $2M $891.0K $755.0K $897.0K $881.0K $2M $2M $1M $1M $1M $1M
Stock-based Comp 12-point trend, +569.4% $1M $879.0K $858.0K $776.0K $562.0K $470.0K $555.0K $482.0K $384.0K $284.0K $238.0K $173.0K
Deferred Tax 12-point trend, +702.7% $2M $-867.0K $110.0K $224.0K $1M $-1M $-589.0K $-64.0K $4M $3M $-933.0K $-408.0K
Amort. of Intangibles 12-point trend, +197.3% $1M $751.0K $68.0K $454.0K $661.0K $695.0K $695.0K $455.0K $234.0K $149.0K $320.0K $337.0K
Other Non-cash 12-point trend, -90.2% $1M $12M $457.0K $-4M $12M $-4M $-1M $7M $6M $-6M $6M $11M
Operating Cash Flow 12-point trend, +168.8% $46M $22M $28M $24M $43M $17M $22M $30M $25M $13M $18M $17M
CapEx 12-point trend, +88.9% $3M $5M $10M $362.0K $1M $1M $876.0K $791.0K $859.0K $861.0K $741.0K $1M
Investing Cash Flow 12-point trend, -89.4% $-161M $64M $25M $-197M $-365M $-373M $-21M $39M $46M $-68M $-75M $-85M
Stock Repurchased 9-point trend, +151000.00 $151.0K $38.0K $1.0K $7M $14M $11M $16M $894.0K · · · $0
Net Stock Activity 9-point trend, -151000.00 $-151.0K $-38.0K $-1.0K $-7M $-14M $-11M $-16M $-894.0K · · · $0
Dividends Paid 12-point trend, +548.4% $14M $14M $7M $38M $6M $6M $6M $4M $3M $3M $2M $2M
Financing Cash Flow 12-point trend, +243.6% $113M $-20M $-29M $41M $415M $373M $20M $-138M $-10M $-720.0K $75M $33M
Taxes Paid 12-point trend, +488.6% $8M $3M $8M $8M $8M $5M $9M $3M $5M $6M $2M $1M
Free Cash Flow 12-point trend, +175.5% $44M $17M $18M $24M $42M $15M $21M $29M $24M $12M $17M $16M
Levered FCF 10-point trend, -79.6% · · $3M $21M $41M $14M $19M $28M $24M $11M $16M $15M
Profitabilitas 5
Data Profitabilitas Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +136.1% 26.0% 6.6% 28.5% 31.5% 34.8% 26.0% 27.8% 29.1% 20.9% 27.5% 21.9% 11.0%
Pretax Margin 12-point trend, +264.3% 35.8% 9.4% 37.8% 41.5% 46.6% 34.8% 38.9% 38.2% 35.5% 40.1% 27.0% 9.8%
EBITDA Margin 12-point trend, -20.6% 2.2% 1.9% 1.0% 0.89% 1.1% 1.1% 2.3% 2.3% 2.1% 2.4% 2.8% 2.8%
ROA 12-point trend, +135.6% 1.1% 0.26% 1.1% 1.1% 1.3% 1.1% 1.4% 1.3% 0.90% 1.1% 0.89% 0.45%
ROE 12-point trend, +129.1% 9.7% 2.1% 13.1% 16.0% 11.5% 8.5% 9.3% 9.8% 7.5% 10.0% 8.1% 4.2%
Efisiensi 1
Data Efisiensi Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -1.0% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Saham 7
Data Per Saham Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +79.1% $21.37 $19.11 $17.52 $14.88 $20.80 $19.59 $17.48 $15.98 $15.30 $13.51 $12.67 $11.93
Revenue / Share 12-point trend, +76.1% $7.69 $6.80 $7.61 $7.21 $6.64 $6.22 $5.70 $5.28 $5.27 $4.82 $4.55 $4.37
Cash Flow / Share 12-point trend, +55.1% $2.42 $1.29 $2.37 $2.06 $3.49 $1.35 $1.61 $2.16 $1.98 $1.14 $1.59 $1.56
Cash / Share 12-point trend, -11.8% $6.21 $6.35 $4.55 $2.66 $13.72 $5.62 $4.03 $2.31 $7.33 $3.18 $8.60 $7.04
Dividend / Share 12-point trend, +140.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Dividend Paid / Share 12-point trend, +140.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +316.7% $2.00 $0.45 $2.17 $2.27 $2.31 $1.62 $1.59 $1.54 $1.10 $1.33 $1.00 $0.48
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +498.6% 25.6% 30.6% 5.7% 3.8% 4.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +340.3% 20.1% 12.7% 4.6% · · · · · · · · ·
Revenue CAGR 5Y 13.4% · · · · · · · · · · ·
EPS YoY 5-point trend, +708.7% 344.4% -79.3% -4.4% -1.7% 42.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -140.4% -4.1% -42.0% 10.2% · · · · · · · · ·
EPS CAGR 5Y 4.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, +905.3% 397.9% -70.0% -4.2% -6.2% 39.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +61.8% 12.7% -35.4% 7.9% · · · · · · · · ·
Net Income CAGR 5Y 13.4% · · · · · · · · · · ·
Dividend CAGR 5Y 20.8% · · · · · · · · · · ·
Valuasi (TTM) 13
Data Valuasi (TTM) Tahunan untuk CWBC
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +205.3% $147M $117M $89M $85M $82M $78M $77M $73M $67M $55M $50M $48M
Net Income TTM 12-point trend, +621.0% $38M $8M $26M $27M $28M $20M $21M $21M $14M $15M $11M $5M
Market Cap 12-point trend, +254.4% $431M $368M $264M $249M $248M $186M $283M $260M $276M $242M $132M $122M
P/E 12-point trend, -51.3% 11.2 43.0 10.3 9.3 9.0 9.2 13.6 12.3 18.3 15.0 12.0 23.1
P/S 12-point trend, +16.1% 2.9 3.1 3.0 2.9 3.0 2.4 3.7 3.6 4.1 4.4 2.6 2.5
P/B 12-point trend, +13.4% 1.1 1.0 1.3 1.4 1.0 0.8 1.2 1.2 1.3 1.5 0.9 0.9
P / Tangible Book 6-point trend, +44.5% 1.4 1.4 1.7 2.1 1.3 1.0 · · · · · ·
P / Cash Flow 12-point trend, +31.8% 9.3 16.6 9.5 10.3 5.8 11.0 13.0 8.7 11.0 18.6 7.6 7.1
P / FCF 12-point trend, +28.6% 9.9 21.4 14.6 10.4 5.9 12.0 13.6 8.9 11.3 20.0 7.9 7.7
Dividend Yield 12-point trend, +82.8% 3.3% 3.8% 2.6% 15.3% 2.3% 3.0% 2.1% 1.7% 1.1% 1.1% 1.5% 1.8%
Earnings Yield 12-point trend, +105.3% 8.9% 2.3% 9.7% 10.7% 11.1% 10.9% 7.3% 8.2% 5.5% 6.7% 8.3% 4.3%
Payout Ratio 12-point trend, -10.1% 37.2% 182.6% 27.3% 142.6% 20.3% 27.2% 27.1% 20.1% 21.5% 17.9% 18.1% 41.4%
Annual Payout 12-point trend, +548.4% $14M $14M $7M $38M $6M $6M $6M $4M $3M $3M $2M $2M

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
Laba Bersih $38M$8M$26M$27M$28M
EPS Dilusian $2.00$0.45$2.17$2.27$2.31
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $44M$17M$18M$24M$42M

Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

📊

Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.

Pilihan Anda disimpan dan mengikuti Anda di semua ticker.

Pemilik institusional (13F) 158 pengaju · $328.5M 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
42 (+14 vs Kuartal sebelumnya) 10 (-2 vs Kuartal sebelumnya) 61 (+15 vs Kuartal sebelumnya) 25 (0 vs Kuartal sebelumnya) +4.4M

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
DIMENSIONAL FUND ADVISORS LP $32.263.614 1.201.177 9,82% Saham
WELLINGTON MANAGEMENT GROUP LLP $29.603.185 1.102.129 9,01% Saham
VANGUARD CAPITAL MANAGEMENT LLC $28.892.147 1.075.657 8,80% Saham
STATE STREET CORP $21.908.386 815.651 6,67% Saham
GEODE CAPITAL MANAGEMENT, LLC $14.225.930 529.510 4,33% Saham
Bridgewealth Advisory Group, LLC $13.287.373 494.690 4,05% Saham
SYSTEMATIC FINANCIAL MANAGEMENT LP $13.046.976 485.740 3,97% Saham
PRIVATE MANAGEMENT GROUP INC $13.042.921 485.589 3,97% Saham
AMERICAN CENTURY COMPANIES INC $10.356.464 385.572 3,15% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9.090.794 338.451 2,77% Saham
PL Capital Advisors, LLC $8.851.740 329.551 2,69% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8.772.019 326.583 2,67% Saham
FMR LLC $7.803.099 290.510 2,38% Saham
TWO SIGMA INVESTMENTS, LP $7.707.558 286.953 2,35% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7.463.320 277.860 2,27% Saham
RENAISSANCE TECHNOLOGIES LLC $6.965.469 259.325 2,12% Saham
BANC FUNDS CO LLC $6.462.677 240.606 1,97% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $5.531.790 205.949 1,68% Saham
Cutler Capital Management, LLC $4.355.057 162.139 1,33% Saham
VANGUARD FIDUCIARY TRUST CO $4.224.648 157.284 1,29% Saham
Squarepoint Ops LLC $4.038.589 150.357 1,23% Saham
CITADEL ADVISORS LLC $3.654.572 136.060 1,11% Saham
Siena Capital Partners GP, LLC $3.414.336 127.116 1,04% Saham
Connor, Clark & Lunn Investment Management Ltd. $2.896.368 107.832 0,88% Saham
GOLDMAN SACHS GROUP INC $2.826.263 105.222 0,86% Saham
VANGUARD GROUP INC $2.426.468 107.843 0,74% Saham
BlackRock, Inc. $2.364.647 88.036 0,72% Saham
FIRST TRUST ADVISORS LP $2.338.351 87.057 0,71% Saham
CALDWELL SUTTER CAPITAL, INC. $2.111.868 78.625 0,64% Saham
PRUDENTIAL FINANCIAL INC $2.068.623 77.015 0,63% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1.873.942 69.767 0,57% Saham
MORGAN STANLEY $1.840.393 68.518 0,56% Saham
LOS ANGELES CAPITAL MANAGEMENT LLC $1.826.560 68.003 0,56% Saham
BARCLAYS PLC $1.778.401 66.210 0,54% Saham
XTX Topco Ltd $1.771.847 65.966 0,54% Saham
ALLIANCEBERNSTEIN L.P. $1.571.818 67.460 0,48% Saham
ALGERT GLOBAL LLC $1.492.127 55.552 0,45% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1.407.840 52.414 0,43% Saham
Arbiter Partners Capital Management LLC $1.398.439 52.064 0,43% Saham
D. E. Shaw & Co., Inc. $1.379.127 51.345 0,42% Saham
SageView Advisory Group, LLC $1.366.664 50.881 0,42% Saham
Bank of New York Mellon Corp $1.273.191 47.401 0,39% Saham
VICTORY CAPITAL MANAGEMENT INC $1.262.420 47.000 0,38% Saham
Orion Porfolio Solutions, LLC $1.161.868 43.256 0,35% Saham
Destination Wealth Management $1.147.540 42.723 0,35% Saham
KESTRA PRIVATE WEALTH SERVICES, LLC $1.130.889 42.103 0,34% Saham
MERCER GLOBAL ADVISORS INC /ADV $937.317 34.896 0,29% Saham
Schonfeld Strategic Advisors LLC $909.854 33.874 0,28% Saham
Quantinno Capital Management LP $869.942 32.388 0,26% Saham
RHUMBLINE ADVISERS $845.195 31.467 0,26% Saham
BOOTHBAY FUND MANAGEMENT, LLC $831.639 30.962 0,25% Saham
CITIGROUP INC $825.166 30.721 0,25% Saham
Cerity Partners LLC $813.106 30.272 0,25% Saham
BANK OF AMERICA CORP /DE/ $748.159 27.854 0,23% Saham
AMERIPRISE FINANCIAL INC $683.453 25.445 0,21% Saham
ZACKS INVESTMENT MANAGEMENT $679.558 25.300 0,21% Saham
Platform Wealth Management, LLC $665.886 24.791 0,20% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $644.640 24.000 0,20% Opsi beli
Pinnacle Holdings, LLC $588.395 21.906 0,18% Saham
Quantbot Technologies LP $560.541 20.869 0,17% Saham
Private Advisor Group, LLC $533.681 19.869 0,16% Saham
Orion Portfolio Solutions, LLC $502.839 27.210 0,15% Saham
Engineers Gate Manager LP $484.904 18.053 0,15% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $468.653 17.448 0,14% Saham
Rafferty Asset Management, LLC $440.746 16.409 0,13% Saham
Planning Center, Inc. $437.361 16.283 0,13% Saham
MetLife Investment Management, LLC $414.342 15.426 0,13% Saham
MENDON CAPITAL ADVISORS CORP $402.900 15.000 0,12% Saham
FRANKLIN RESOURCES INC $393.633 14.655 0,12% Saham
Empowered Funds, LLC $380.015 14.148 0,12% Saham
Russell Investments Group, Ltd. $333.493 12.416 0,10% Saham
Graham Capital Management, L.P. $330.781 12.315 0,10% Saham
Daytona Street Capital LLC $319.709 11.850 0,10% Saham
Brandywine Global Investment Management, LLC $316.238 14.055 0,10% Saham
Sequoia Financial Advisors, LLC $310.595 11.563 0,09% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $304.109 11.322 0,09% Saham
NEW YORK STATE COMMON RETIREMENT FUND $285.952 10.646 0,09% Saham
Integrated Quantitative Investments LLC $285.576 10.632 0,09% Saham
Integrated Wealth Concepts LLC $281.009 10.462 0,09% Saham
Composition Wealth, LLC $279.237 10.396 0,09% Saham
Sharper & Granite LLC $278.323 10.362 0,08% Saham
Invesco Ltd. $263.174 9.798 0,08% Saham
CHANNEL WEALTH LLC $259.092 9.646 0,08% Saham
R Squared Ltd $254.337 9.469 0,08% Saham
OCCUDO QUANTITATIVE STRATEGIES LP $246.441 9.175 0,08% Saham
RS CRUM INC. $238.329 8.873 0,07% Saham
ELCO Management Co., LLC $236.261 8.796 0,07% Saham
Vanguard Global Advisers, LLC $229.868 8.558 0,07% Saham
IEQ CAPITAL, LLC $226.687 8.440 0,07% Saham
Mraz, Amerine & Associates, Inc. $221.514 8.247 0,07% Saham
MARSHALL WACE, LLP $206.822 7.700 0,06% Saham
BNP PARIBAS FINANCIAL MARKETS $200.993 7.483 0,06% Saham
Allworth Financial LP $198.093 7.375 0,06% Saham
Police & Firemen's Retirement System of New Jersey $176.014 6.553 0,05% Saham
Curi Capital, LLC $142.197 5.294 0,04% Saham
Nuveen, LLC $138.812 5.168 0,04% Saham
Tower Research Capital LLC (TRC) $120.440 4.484 0,04% Saham
CWM, LLC $112.865 4.844 0,03% Saham
NORTHERN TRUST CORP $104.271 3.882 0,03% Saham
Farther Finance Advisors, LLC $87.776 3.268 0,03% Saham

Orang dalam perusahaan 35 orang dalam · 17 pejabat · 16 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
James J Kim PRESIDENT & CEO 1 Juni 2023 P 39.276 0 0 $0
James M Ford PRESIDENT & CEO 19 Mei 2021 A 55.173 0 0 $0
Gayle Graham Senior Vice President/CFO 19 Juli 2006 S 0 0 0 $0
Shannon R Avrett EXECUTIVE VICE PRESIDENT 30 Mei 2026 F 19.891 1 0 $1.966
Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT 30 Mei 2026 F 22.472 0 0 $0
Dawn M Cagle EXECUTIVE VICE PRESIDENT 30 Mei 2026 F 13.278 1 0 $3.471
Patrick A Luis EXECUTIVE VICE PRESIDENT 17 Mei 2023 A 25.597 0 0 $0
Anthony Kenneth Ramos EXECUTIVE VICE PRESIDENT 17 Mei 2023 A 20.561 0 0 $0
Teresa Gilio EXECUTIVE VICE PRESIDENT 17 Mei 2023 A 14.292 0 0 $0
Blaine Lauhon EXECUTIVE VICE PRESIDENT 17 Mei 2023 A 17.200 0 0 $0
Dawn P Crusinberry EXECUTIVE VICE PRESIDENT 18 Jan. 2023 A 3.844 0 0 $0
David A Kinross EXECUTIVE VICE PRESIDENT 1 Sep. 2022 P 26.245 0 0 $0
Patrick Carman EXECUTIVE VICE PRESIDENT 5 Agu 2020 M 23.221 0 0 $0
Gary D Quisenberry EXECUTIVE VICE PRESIDENT 20 Mei 2019 M 54.660 0 0 $0
Lydia E Shaw EXECUTIVE VICE PRESIDENT 7 Nov. 2018 M 21.660 0 0 $0
Thomas L Sommer EXECUTIVE VICE PRESIDENT 20 Juli 2015 J 39.516 0 0 $0
Bryan R Hyzdu Senior Vice President 15 Sep. 2010 A 0 0 $0
Steven D Mcdonald Direktur 30 Juni 2026 G 308.365 0 0 $0
Andriana D Majarian Direktur 17 Mei 2023 A 17.229 0 0 $0
Dorothea D Silva Direktur 17 Mei 2023 A 9.748 0 0 $0
Karen Musson Direktur 17 Mei 2023 A 8.358 0 0 $0
Robert J Flautt Direktur 17 Mei 2023 A 30.194 0 0 $0
Frank T. Elliott IV Direktur 17 Mei 2023 A 76.655 0 0 $0
Daniel J Doyle Direktur 17 Mei 2023 A 96.358 0 0 $0
William S Smittcamp Direktur 17 Mei 2023 A 168.958 0 0 $0
Gary D Gall Direktur 17 Mei 2023 A 69.396 0 0 $0
Daniel N Cunningham Direktur 17 Mei 2023 A 110.314 0 0 $0
Louis C Mcmurray Direktur 17 Mei 2023 A 612.826 0 0 $0
Edwin S Darden JR Direktur 3 Feb. 2020 M 147.116 0 0 $0
Joseph B Weirick Direktur 1 Agu 2016 S 42.765 0 0 $0
Sidney B Cox Direktur 4 Nov. 2015 S 21.036 0 0 $0
Wanda L Rogers Direktur 17 Des. 2008 A 0 0 $0
Jagroop Gill 10 Agu 2026 P 588.067 2 0 $124.428
Kirk Stovesand 12 Sep. 2025 M 77.834 0 0 $0
Shirley G Wilburn 31 Maret 2008 M 15.310 0 0 $0

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

Aktivis & pemilik 5%+ 6 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
Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, W. Kirk Wycoff, Ira M. Lubert, James J. Lynch ×5 pengajuan 22 Sep. 2014 Pengajuan awal Investasi pasif SEC
Louis C. McMurray ×2 pengajuan 6 Feb. 2009 Pengajuan awal SEC
Steven D. McDonald 6 Feb. 2009 Pengajuan awal SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 7 Nov. 2002 Pengajuan awal Investasi pasif SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 22 Juli 2002 Pengajuan awal Investasi pasif SEC
Orang pelapor yang tidak diungkapkan 2 Jan. 2001 Pengajuan awal 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 35 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
IWC · iShares Trust 0,14% 83.460 SH 8 Agu 2026 Harian
EBIT · Harbor ETF Trust 0,07% 325 NS 30 April 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,04% 41.322 NS 31 Mei 2026 N-PORT
IWN · iShares Trust 0,03% 197.130 SH 8 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 17.427 SH 8 Agu 2026 Harian
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 308.820 NS 31 Mei 2026 N-PORT
DFAT · Dimensional ETF Trust 0,02% 135.615 NS 30 April 2026 N-PORT
DFSV · Dimensional ETF Trust 0,02% 73.112 NS 30 April 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 2.591 SH 8 Agu 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 141.475 SH 8 Agu 2026 Harian
IWM · iShares Trust 0,02% 637.560 SH 8 Agu 2026 Harian
RSSL · Global X Funds 0,02% 9.933 NS 30 April 2026 N-PORT
DFAS · Dimensional ETF Trust 0,02% 90.183 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,01% 1.082 NS 31 Mei 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 15.559 SH 8 Agu 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,01% 264.391 SH 8 Agu 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 0,01% 4.982 SH 8 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 0,01% 40.250 SH 8 Agu 2026 Harian
UWM · ProShares Trust 0,01% 847 NS 31 Mei 2026 N-PORT
IWO · iShares Trust 0,01% 43.900 SH 8 Agu 2026 Harian
EBI · RBB Fund Trust 0,01% 1.943 NS 31 Mei 2026 N-PORT
URTY · ProShares Trust 0,01% 856 NS 31 Mei 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 64.657 NS 30 April 2026 N-PORT
HDG · ProShares Trust 0,00% 22 NS 31 Mei 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 1.977 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 701 NS 31 Mei 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 2.182 NS 30 April 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 6.625 NS 31 Mei 2026 N-PORT
IWV · iShares Trust 0,00% 7.266 SH 8 Agu 2026 Harian
DFAU · Dimensional ETF Trust 0,00% 4.454 NS 30 April 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 7.342 NS 30 April 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 4.219 NS 30 April 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 17 NS 30 April 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 786.665 SH 8 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.815 SH 8 Agu 2026 Harian