BVFL BV Financial, Inc. - Common Stock
$21,88
Prezzo · Ago 18, 2026
Fondamentali al Ago 12, 2026
Intervallo 52 sett.
$15–$22
96% of range
Rating Analisti
—
Prezzo Obiettivo
—
P/E (TTM)
15.3
ROE
7.1%
Margine di Profitto Netto
34.1%
BVFL Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$21.88
Capitalizzazione di Mercato
$194M
P/E (TTM)
15.3
EPS (TTM)
$1.43
Ricavi (TTM)
—
Rendimento div.
—
ROE
7.1%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$15 – $22
BVFL Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
—
EPS
$1.43
2022-12-31
→
2025-12-31
Flusso di cassa libero
$19M
2023-12-31
→
2025-12-31
Margini
34.1%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
BVFL
Mediana dei peer
P/E (TTM)
15.3
15.2
P/S (TTM)
4.9
1.8
P/B
1.1
1.0
Price / FCF (Prezzo / FCF)
10.3
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
BVFL
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
34.1%
23.8%
ROA
1.5%
0.74%
ROE
7.1%
5.9%
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
BVFL
Mediana dei peer
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
BVFL
Mediana dei peer
Revenue YoY (Ricavi YoY)
5.1%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
3.6%
—
EPS YoY
31.2%
—
Net Income YoY (Utile Netto YoY)
15.1%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
BVFL
Mediana dei peer
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield
—
Rapporto di Distribuzione Utili
—
CAGR Dividendi 5Y
—
| Data ex-dividendo | Importo |
|---|---|
| 28 Dicembre 2018 | $0,0327 |
| 30 Ottobre 2018 | $0,0327 |
| 07 Agosto 2018 | $0,0327 |
| 03 Marzo 2010 | $0,0327 |
| 04 Dicembre 2009 | $0,0327 |
| 02 Settembre 2009 | $0,0327 |
| 03 Giugno 2009 | $0,0327 |
| 04 Marzo 2009 | $0,0327 |
| 04 Dicembre 2008 | $0,0327 |
| 04 Settembre 2008 | $0,0327 |
| 03 Giugno 2008 | $0,0327 |
| 04 Marzo 2008 | $0,0327 |
| 04 Dicembre 2007 | $0,0327 |
| 05 Settembre 2007 | $0,0327 |
| 06 Giugno 2007 | $0,0327 |
| 06 Marzo 2007 | $0,0327 |
| 28 Novembre 2006 | $0,0327 |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| BVFL | $161M | 12.7 | 5.1% | 34.1% | 7.1% | — |
| CLST | $64M | 28.1 | 95.4% | 18.4% | 2.5% | — |
| HFBL | $42M | 10.8 | 17.5% | 298.4% | 7.1% | — |
| NSTS | $68M | — | -1.6% | -153.2% | -0.49% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Interest Expense | · | · | $9M | $3M | |
| Interest Income | $50M | $47M | $43M | $33M | |
| Pretax Income | $19M | $16M | $19M | $15M | |
| Income Tax | $5M | $5M | $5M | $4M | |
| Net Income | $13M | $12M | $14M | $11M | |
| EPS (Basic) | $1.44 | $1.10 | $1.47 | $1.32 | |
| EPS (Diluted) | $1.43 | $1.09 | $1.47 | $1.32 | |
| Shares (Basic) | 9,380,000 | 10,679,000 | 9,303,000 | 7,950,000 | |
| Shares (Diluted) | 9,458,000 | 10,710,000 | 9,341,000 | 7,972,000 |
Stato Patrimoniale 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $56M | $70M | $74M | $69M | |
| PP&E (Net) | $12M | $13M | $14M | $15M | |
| PP&E (Gross) | $19M | $19M | $19M | $19M | |
| Accum. Depreciation | $6M | $6M | $5M | $4M | |
| Goodwill | $14M | $14M | $14M | $14M | |
| Intangibles | $651.0K | $831.0K | $1M | $1M | |
| Total Assets | $912M | $912M | $885M | $845M | |
| Total Liabilities | $728M | $716M | $686M | $747M | |
| Long-term Debt | $35M | $50M | $37M | $49M | |
| Common Stock | $88.0K | $106.0K | $114.0K | $74.0K | |
| Retained Earnings | $123M | $109M | $98M | $85M | |
| AOCI | $-1M | $-2M | $-2M | $-2M | |
| Stockholders' Equity | $184M | $195M | $199M | $98M | |
| Liabilities + Equity | $912M | $912M | $885M | $845M | |
| Shares Outstanding | 8,852,813 | 10,645,284 | 11,375,803 | 7,958,904 |
Flusso di cassa 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Stock-based Comp | $4M | $2M | $357.0K | $258.0K | |
| Deferred Tax | $1M | $-58.0K | $207.0K | $308.0K | |
| Amort. of Intangibles | $180.0K | $181.0K | $183.0K | $183.0K | |
| Operating Cash Flow | $19M | $16M | $15M | $10M | |
| CapEx | $237.0K | $611.0K | $155.0K | $502.0K | |
| Investing Cash Flow | $-13M | $-32M | $-35M | $-28M | |
| Stock Issued | · | · | $98M | $0 | |
| Stock Repurchased | $30M | $18M | · | · | |
| Net Stock Activity | $-30M | $-18M | $98M | · | |
| Financing Cash Flow | $-21M | $13M | $25M | $-24M | |
| Taxes Paid | $3M | $6M | · | · | |
| Free Cash Flow | $19M | $15M | $15M | · | |
| Levered FCF | · | · | $8M | · |
Redditività 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | 34.1% | 31.1% | 36.1% | · | |
| Pretax Margin | 47.6% | 43.5% | 49.0% | · | |
| ROA | 1.5% | 1.3% | 1.6% | · | |
| ROE | 7.1% | 5.8% | 7.0% | · |
Efficienza 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | · |
Tassi di Crescita 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | 5.1% | -0.75% | 6.8% | · | |
| Revenue CAGR 3Y | 3.6% | · | · | · | |
| EPS YoY | 31.2% | -25.9% | 11.4% | · | |
| EPS CAGR 3Y | 2.7% | · | · | · | |
| Net Income YoY | 15.1% | -14.5% | 30.2% | · | |
| Net Income CAGR 3Y | 8.6% | · | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $40M | $38M | $38M | · | |
| Net Income TTM | $13M | $12M | $14M | · | |
| Market Cap | $161M | $183M | $161M | · | |
| P/E | 12.7 | 15.8 | 9.6 | · | |
| P/S | 4.1 | 4.9 | 4.2 | · | |
| P/B | 0.9 | 0.9 | 0.8 | · | |
| P / Tangible Book | 1.0 | 1.0 | 0.9 | · | |
| P / Cash Flow | 8.4 | 11.4 | 10.6 | · | |
| P / FCF | 8.5 | 11.9 | 10.7 | · | |
| Earnings Yield | 7.9% | 6.3% | 10.4% | · |
Conto Economico 9
| Metrica | Tendenza | 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 | · | · | · | · | · | · | · | · | $3M | $3M | · | $3M | $2M | $1M | $908.0K | $816.0K | |
| Interest Income | $12M | $12M | $13M | $13M | $12M | $12M | $12M | $12M | $12M | $11M | $11M | $12M | $11M | $10M | $9M | $9M | |
| Pretax Income | $5M | $2M | $7M | $5M | $4M | $3M | $3M | $5M | $5M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | |
| Income Tax | $1M | $961.0K | $2M | $1M | $1M | $599.0K | $895.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Net Income | $3M | $1M | $5M | $4M | $3M | $2M | $2M | $4M | $3M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | |
| EPS (Basic) | $0.43 | $0.13 | $0.53 | $0.41 | $0.29 | $0.21 | $0.19 | $0.35 | $0.32 | $0.24 | $0.24 | $0.35 | $0.49 | $0.39 | $0.29 | $0.33 | |
| EPS (Diluted) | $0.42 | $0.13 | $0.52 | $0.41 | $0.29 | $0.21 | $0.18 | $0.35 | $0.32 | $0.24 | $0.24 | $0.35 | $0.49 | $0.39 | $0.29 | $0.33 | |
| Shares (Basic) | 8,013,000 | 8,157,000 | · | · | 9,859,000 | 9,895,000 | · | · | · | · | · | · | · | · | · | · | |
| Shares (Diluted) | 8,253,000 | 8,157,000 | -19,375,000 | 9,079,000 | 9,914,000 | 9,989,000 | -21,332,000 | 10,752,000 | 10,652,000 | 10,638,000 | -17,203,000 | 10,600,000 | 7,977,000 | 7,967,000 | 7,949,243 | 7,957 |
Stato Patrimoniale 15
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $69M | $75M | $56M | $64M | $56M | $71M | $70M | $94M | $91M | $79M | $74M | $114M | $110M | $65M | $69M | · | |
| PP&E (Net) | $12M | $12M | $12M | $13M | $13M | $13M | $13M | $13M | $14M | $14M | $14M | $14M | $14M | $15M | $15M | · | |
| PP&E (Gross) | · | · | $19M | · | · | · | $19M | · | · | · | $19M | · | · | · | $19M | · | |
| Accum. Depreciation | · | · | $6M | · | · | · | $6M | · | · | · | $5M | · | · | · | $4M | · | |
| Goodwill | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | · | |
| Intangibles | $561.0K | $606.0K | $651.0K | $696.0K | $741.0K | $786.0K | $831.0K | $876.0K | $922.0K | $967.0K | $1M | $1M | $1M | $1M | $1M | · | |
| Total Assets | $878M | $911M | $912M | $909M | $908M | $922M | $912M | $893M | $897M | $893M | $885M | $931M | $921M | $858M | $845M | · | |
| Total Liabilities | $695M | $727M | $728M | $719M | $710M | $724M | $716M | $683M | $692M | $691M | $686M | $736M | $816M | $757M | $747M | · | |
| Long-term Debt | · | · | $35M | $35M | $35M | $50M | $50M | $35M | $35M | $35M | $37M | $75M | $75M | $75M | $49M | · | |
| Common Stock | $85.0K | $87.0K | $88.0K | · | · | · | $106.0K | · | · | · | $114.0K | · | · | · | $74.0K | · | |
| Retained Earnings | $128M | $124M | $123M | $118M | $114M | $112M | $109M | $108M | $104M | $100M | $98M | $95M | $91M | $87M | $85M | · | |
| AOCI | $-1M | $-1M | $-1M | $-1M | $-1M | $-1M | $-2M | $-1M | $-2M | $-2M | $-2M | $-3M | $-2M | $-2M | $-2M | · | |
| Stockholders' Equity | $183M | $184M | $184M | $190M | $198M | $198M | $195M | $210M | $205M | $202M | $199M | $195M | $104M | $101M | $98M | · | |
| Liabilities + Equity | $878M | $911M | $912M | $909M | $908M | $922M | $912M | $893M | $897M | $893M | $885M | $931M | $921M | $858M | $845M | · | |
| Shares Outstanding | 8,520,245 | 8,750,737 | 8,852,813 | 9,536,094 | 10,318,418 | 10,594,044 | 10,645,284 | 11,701,785 | 11,387,723 | 11,375,803 | 11,375,803 | 11,375,803 | 7,430,095 | 7,424,595 | 7,958,904 | · |
Flusso di cassa 13
| Metrica | Tendenza | 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 | $699.0K | $691.0K | $677.0K | $1M | $1M | $1M | $2M | $75.0K | $133.0K | $27.0K | $101.0K | $129.0K | $62.0K | $65.0K | $-225.0K | $370.0K | |
| Deferred Tax | $-149.0K | $173.0K | $2M | $-18.0K | $-348.0K | $-164.0K | $-381.0K | $211.0K | $-157.0K | $269.0K | $-138.0K | $120.0K | · | · | $119.0K | $2M | |
| Amort. of Intangibles | $45.0K | $45.0K | $45.0K | $45.0K | $45.0K | $45.0K | $46.0K | $45.0K | $45.0K | $45.0K | $45.0K | $46.0K | $46.0K | $46.0K | $46.0K | $46.0K | |
| Operating Cash Flow | $4M | $4M | $3M | $8M | $3M | $5M | $4M | $6M | $2M | $5M | $3M | $-49M | $57M | $4M | $2M | $5M | |
| CapEx | $110.0K | $7.0K | $-132.0K | $13.0K | $139.0K | $217.0K | $17.0K | $104.0K | $55.0K | $435.0K | $38.0K | $-12.0K | $80.0K | $49.0K | $293.0K | $21.0K | |
| Investing Cash Flow | $27M | $20M | $-9M | $6M | $-519.0K | $-10M | $-44M | $6M | $9M | $-3M | $6M | $-6M | $-17M | $-17M | $-5M | $-20M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $5M | $2M | $12M | $13M | $4M | $981.0K | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $-981.0K | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-37M | $-5M | $-2M | $-7M | $-17M | $6M | $16M | $-9M | $2M | $4M | $-50M | $60M | $5M | $10M | $-7M | $-12M | |
| Taxes Paid | $2M | $151.0K | $589.0K | $1M | $2M | $-173.0K | $2M | $2M | $2M | $269.0K | · | · | · | · | · | · | |
| Free Cash Flow | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $2M | · | · | · | $2M | · | · |
Redditività 4
| Metrica | Tendenza | 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 | 34.6% | 11.3% | · | 37.2% | 29.0% | 22.9% | · | 38.0% | 35.8% | 30.1% | · | 37.8% | 40.6% | 34.6% | · | · | |
| Pretax Margin | 47.3% | 21.3% | · | 51.5% | 39.9% | 29.4% | · | 52.4% | 49.6% | 42.1% | · | 52.1% | 54.3% | 47.8% | · | · | |
| ROA | 0.39% | 0.12% | · | 0.41% | 0.32% | 0.23% | · | 0.42% | 0.37% | 0.29% | · | 0.79% | 0.85% | 0.73% | · | · | |
| ROE | 1.8% | 0.57% | · | 1.9% | 1.4% | 1.1% | · | 1.9% | 2.2% | 1.7% | · | 3.8% | 7.5% | 6.2% | · | · |
Efficienza 1
| Metrica | Tendenza | 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 | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 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 | $40M | $39M | · | $39M | $39M | $37M | · | $38M | $37M | $37M | · | $37M | $35M | $34M | · | · | |
| Net Income TTM | $11M | $10M | · | $12M | $12M | $12M | · | $13M | $14M | $13M | · | $13M | $12M | $11M | · | · | |
| Market Cap | $180M | $167M | · | $154M | $157M | $162M | · | $180M | $136M | $118M | · | $115M | $87M | $114M | · | · | |
| P/E | 16.9 | 18.4 | · | 12.8 | 13.0 | 13.6 | · | 12.2 | 8.5 | 7.0 | · | 6.5 | 7.4 | 10.8 | · | · | |
| P/S | 4.6 | 4.3 | · | 3.9 | 4.1 | 4.3 | · | 4.8 | 3.6 | 3.2 | · | 3.1 | 2.5 | 3.4 | · | · | |
| P/B | 1.0 | 0.9 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.8 | 1.1 | · | · | |
| P / Tangible Book | 1.1 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 1.0 | 1.3 | · | · | |
| P / Cash Flow | · | 45.4 | · | · | · | 36.5 | · | · | · | 25.7 | · | · | · | 31.6 | · | · | |
| P / FCF | · | 45.5 | · | · | · | 38.3 | · | · | · | 28.4 | · | · | · | 32.0 | · | · | |
| Earnings Yield | 5.9% | 5.4% | · | 7.8% | 7.7% | 7.3% | · | 8.2% | 11.8% | 14.2% | · | 15.5% | 13.4% | 9.2% | · | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Utile netto | $13M | $12M | $14M | $11M |
| EPS Diluito | $1.43 | $1.09 | $1.47 | $1.32 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Flusso di cassa libero | $19M | $15M | $15M | — |
Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi
📊
Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.
La tua selezione è salvata e ti segue su tutti i ticker.
Proprietari istituzionali (13F) 72 filer · $52.9M totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 9 (-3 vs trimestre precedente) | 5 (0 vs trimestre precedente) | 24 (+10 vs trimestre precedente) | 19 (-3 vs trimestre precedente) | -166K |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $14.640.837 | 764.934 | 27,70% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.479.767 | 305.938 | 12,26% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $3.138.615 | 148.158 | 5,94% | Azioni |
| GENDELL JEFFREY L | $2.991.929 | 141.262 | 5,66% | Azioni |
| Oppenheimer & Close, LLC | $2.849.409 | 134.533 | 5,39% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $2.513.706 | 118.683 | 4,76% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.440.953 | 115.248 | 4,62% | Azioni |
| STATE STREET CORP | $2.134.902 | 100.798 | 4,04% | Azioni |
| STILWELL VALUE LLC | $1.694.400 | 80.000 | 3,21% | Azioni |
| Beartown Capital Management, LLC | $1.283.847 | 60.616 | 2,43% | Azioni |
| BlackRock, Inc. | $1.201.626 | 56.734 | 2,27% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $972.882 | 45.934 | 1,84% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $963.669 | 45.499 | 1,82% | Azioni |
| HSBC HOLDINGS PLC | $855.797 | 39.888 | 1,62% | Azioni |
| VANGUARD GROUP INC | $835.129 | 46.038 | 1,58% | Azioni |
| GOLDMAN SACHS GROUP INC | $780.123 | 36.833 | 1,48% | Azioni |
| PANAGORA ASSET MANAGEMENT INC | $600.983 | 28.375 | 1,14% | Azioni |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $532.656 | 25.149 | 1,01% | Azioni |
| BARCLAYS PLC | $480.468 | 22.685 | 0,91% | Azioni |
| STRS OHIO | $476.550 | 22.500 | 0,90% | Azioni |
| BANK OF AMERICA CORP /DE/ | $470.514 | 22.215 | 0,89% | Azioni |
| Empowered Funds, LLC | $469.116 | 22.149 | 0,89% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $464.710 | 21.941 | 0,88% | Azioni |
| COURIER CAPITAL LLC | $442.937 | 20.913 | 0,84% | Azioni |
| CITADEL ADVISORS LLC | $395.579 | 18.677 | 0,75% | Azioni |
| Saber Capital Managment, LLC | $366.711 | 17.314 | 0,69% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $320.262 | 15.121 | 0,61% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $308.508 | 14.566 | 0,58% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $286.862 | 13.544 | 0,54% | Azioni |
| RITHOLTZ WEALTH MANAGEMENT | $244.777 | 11.557 | 0,46% | Azioni |
| RHUMBLINE ADVISERS | $203.555 | 9.611 | 0,39% | Azioni |
| Bank of New York Mellon Corp | $176.641 | 8.340 | 0,33% | Azioni |
| DEUTSCHE BANK AG\ | $140.360 | 6.627 | 0,27% | Azioni |
| Russell Investments Group, Ltd. | $94.716 | 4.472 | 0,18% | Azioni |
| Vanguard Global Advisers, LLC | $79.679 | 3.762 | 0,15% | Azioni |
| UBS Group AG | $72.986 | 3.446 | 0,14% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $70.212 | 3.315 | 0,13% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $66.188 | 3.125 | 0,13% | Azioni |
| CITIGROUP INC | $58.012 | 2.739 | 0,11% | Azioni |
| Police & Firemen's Retirement System of New Jersey | $41.534 | 1.961 | 0,08% | Azioni |
| HARBOR INVESTMENT ADVISORY, LLC | $32.405 | 1.530 | 0,06% | Azioni |
| Tower Research Capital LLC (TRC) | $23.129 | 1.092 | 0,04% | Azioni |
| Blue Trust, Inc. | $22.663 | 1.070 | 0,04% | Azioni |
| NORTHERN TRUST CORP | $20.269 | 957 | 0,04% | Azioni |
| Ameritas Investment Partners, Inc. | $18.723 | 884 | 0,04% | Azioni |
| Legal & General Group Plc | $15.652 | 739 | 0,03% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $11.670 | 551 | 0,02% | Azioni |
| CWM, LLC | $9.340 | 488 | 0,02% | Azioni |
| FMR LLC | $8.917 | 421 | 0,02% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.273 | 380 | 0,01% | Azioni |
| MORGAN STANLEY | $6.693 | 316 | 0,01% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.354 | 300 | 0,01% | Azioni |
| WELLS FARGO & COMPANY/MN | $5.867 | 277 | 0,01% | Azioni |
| Arax Advisory Partners | $4.850 | 229 | 0,01% | Azioni |
| ROYAL BANK OF CANADA | $4.000 | 195 | 0,01% | Azioni |
| Integrated Wealth Concepts LLC | $3.048 | 144 | 0,01% | Azioni |
| Sterling Capital Management LLC | $2.711 | 128 | 0,01% | Azioni |
| JPMORGAN CHASE & CO | $1.770 | 83 | 0,00% | Azioni |
| GAMMA Investing LLC | $762 | 36 | 0,00% | Azioni |
| Essential Partners LLC | $572 | 27 | 0,00% | Azioni |
| Physician Wealth Advisors, Inc. | $530 | 25 | 0,00% | Azioni |
| PNC Financial Services Group, Inc. | $466 | 22 | 0,00% | Azioni |
| Farther Finance Advisors, LLC | $234 | 11 | 0,00% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $211 | 11 | 0,00% | Azioni |
| ROTHSCHILD INVESTMENT LLC | $148 | 7 | 0,00% | Azioni |
| IFP Advisors, Inc | $127 | 6 | 0,00% | Azioni |
| Covestor Ltd | $103 | 4.850 | 0,00% | Azioni |
| Fortitude Family Office, LLC | $64 | 3 | 0,00% | Azioni |
| True Wealth Design, LLC | $43 | 2 | 0,00% | Azioni |
| EverSource Wealth Advisors, LLC | $21 | 1 | 0,00% | Azioni |
| Sunbelt Securities, Inc. | $19 | 1 | 0,00% | Azioni |
| Avion Wealth | $1 | 50 | 0,00% | Azioni |
Insider aziendali 12 insider · 3 dirigenti · 9 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Michele Kelly | VP of Subsidiary Bank | 14 Novembre 2007 F | 983 | 0 | 0 | $0 |
| Daniel J Gallagher JR | SVP of Subsidiary Bank | 14 Novembre 2007 F | 1.097 | 0 | 0 | $0 |
| Edmund T Leonard | Chairman & Chief Financial Off | 29 Dicembre 2006 G | 268 | 0 | 0 | $0 |
| Joseph S Galli | Direttore | 12 Giugno 2026 S | 0 | 0 | 15 | $-380.561 |
| Edmund J Kowalewski | Direttore | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Catherine M Staszak | Direttore | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Jerry S Sopher | Direttore | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Brian K Mchale | Direttore | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Robert R Kern JR | Direttore | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Michael J Birmingham III | Direttore | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Anthony J Narutowicz | — | 14 Novembre 2005 A | 2.221 | 0 | 0 | $0 |
| Carolyn M Mroz | — | 14 Novembre 2005 A | 10.368 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 1 partecipazione
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Persona segnalante non divulgata | 21 Gennaio 2005 | — | Deposito iniziale | — | 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.
Proprietà ETF Posseduti da 22 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 23.431 SH | 08 Agosto 2026 | Giornaliero |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 13.383 NS | 31 Maggio 2026 | N-PORT |
| IWN · iShares Trust | 0,01% | 70.905 SH | 08 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5.899 SH | 08 Agosto 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 794 SH | 08 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | 0,00% | 174.182 SH | 08 Agosto 2026 | Giornaliero |
| DFSV · Dimensional ETF Trust | 0,00% | 16.916 NS | 30 Aprile 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 6.024 NS | 31 Maggio 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 323 NS | 31 Maggio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 19.434 NS | 30 Aprile 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 253 NS | 31 Maggio 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 256 NS | 31 Maggio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 8.426 NS | 30 Aprile 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1.037 NS | 30 Aprile 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 6 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 710 NS | 30 Aprile 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 2.851 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 86.700 SH | 08 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 211.117 SH | 08 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 38.901 SH | 08 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 699 SH | 08 Agosto 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 30 Aprile 2026 | N-PORT |