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Holding56 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Financial - Mortgages Financial Services | $31.8M 24.1% | — | 2.56% 1.6M shares | — | — | $1.2B Small Cap | Q4 2020 Held for 4y 11m | |
Banks - Regional Financial Services | $16.4M 12.45% | — | 0.63% 993.1K shares | — | — | $2.6B Mid Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $10.8M 8.19% | +$10.8M New | 0.541% 456.1K shares | 0 → 456.1K +$10.8M | New | $2.0B Small Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $3.1M 2.37% | +$3.1M Bought | 0.008% 23.5K shares | — | — | $37.5B Large Cap | Q2 2025 Held for 5 months | |
REIT - Mortgage Real Estate | $3.1M 2.37% | +$2.1M Bought | 0.052% 275.0K shares | 87.5K → 275.0K +$2.1M | +214.29% | $6.0B Mid Cap | Q2 2024 Held for 1y 5m | |
Financial - Data & Stock Exchanges Financial Services | $2.9M 2.21% | +$2.9M Bought | 0.002% 6.0K shares | — | — | $148.59B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Property & Casualty Financial Services | $2.8M 2.14% | +$2.8M Bought | 0.003% 10.0K shares | — | — | $112.53B Large Cap | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $2.8M 2.09% | +$2.8M Bought | 0.292% 300.0K shares | — | — | $943.5M Small Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $2.7M 2.08% | +$1.7M Bought | 0.032% 125.0K shares | 46.7K → 125.0K +$1.7M | +167.76% | $8.6B Mid Cap | Q4 2024 Held for 11 months | |
Insurance - Specialty Financial Services | $2.7M 2.04% | +$1.9M Bought | 0.043% 42.3K shares | 12.3K → 42.3K +$1.9M | +243.9% | $6.3B Mid Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $2.6M 1.93% | +$830.2K Bought | 0.083% 80.0K shares | 54.0K → 80.0K +$830.2K | +48.15% | $3.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $2.5M 1.91% | +$1.3M Bought | 0.004% 55.3K shares | 27.5K → 55.3K +$1.3M | +101.12% | $59.0B Large Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $2.5M 1.91% | +$2.5M Bought | 0.0% 4.4K shares | — | — | $514.21B Mega Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $2.4M 1.83% | — | 0.003% 12.0K shares | — | — | $79.1B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Specialty Financial Services | $2.3M 1.73% | +$2.3M Bought | 0.035% 80.7K shares | — | — | $6.5B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $2.2M 1.65% | -$241.7K Sold | 0.003% 45.0K shares | 50.0K → 45.0K −$241.7K | -10.0% | $75.2B Large Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $2.1M 1.6% | +$2.1M New | 0.009% 20.6K shares | 0 → 20.6K +$2.1M | New | $22.6B Large Cap | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $2.1M 1.57% | +$2.1M New | 0.006% 12.0K shares | 0 → 12.0K +$2.1M | New | $34.4B Large Cap | Q3 2025 Held for 2 months | |
REIT - Residential Real Estate | $2.1M 1.55% | +$2.1M New | 0.011% 70.0K shares | 0 → 70.0K +$2.1M | New | $18.0B Large Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $2.0M 1.55% | +$2.0M Bought | 0.008% 118.2K shares | — | — | $25.2B Large Cap | Q1 2025 Held for 8 months | |
Financial - Data & Stock Exchanges Financial Services | $2.0M 1.49% | +$2.0M New | 0.002% 11.7K shares | 0 → 11.7K +$2.0M | New | $96.4B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.9M 1.46% | — | 0.04% 166.7K shares | — | — | $4.8B Mid Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.9M 1.46% | — | — 166.7K shares | — | — | $4.8B Mid Cap | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $1.9M 1.43% | +$1.9M New | 0.006% 42.5K shares | 0 → 42.5K +$1.9M | New | $29.5B Large Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.8M 1.35% | -$253.8K Sold | 0.001% 17.5K shares | 20.0K → 17.5K −$253.8K | -12.5% | $186.85B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Brokers Financial Services | $1.6M 1.24% | +$1.6M New | 0.002% 8.1K shares | 0 → 8.1K +$1.6M | New | $99.1B Large Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $1.6M 1.23% | +$1.6M New | 0.191% 57.5K shares | 0 → 57.5K +$1.6M | New | $849.8M Small Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.6M 1.19% | -$1.3M Sold | 0.0% 5.0K shares | 9.0K → 5.0K −$1.3M | -44.44% | $867.35B Mega Cap | Q1 2024 Held for 1y 8m | |
Asset Management Financial Services | $1.5M 1.16% | +$187.9K Bought | 0.006% 11.4K shares | 10.0K → 11.4K +$187.9K | +13.96% | $25.7B Large Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $1.5M 1.15% | +$1.5M New | 0.185% 94.8K shares | 0 → 94.8K +$1.5M | New | $820.3M Small Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.4M 1.07% | -$773.9K Sold | 0.0% 27.5K shares | 42.5K → 27.5K −$773.9K | -35.29% | $382.12B Mega Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $1.4M 1.05% | +$978.4K Bought | 0.024% 85.7K shares | 25.0K → 85.7K +$978.4K | +242.94% | $5.8B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $1.4M 1.03% | -$1.0M Sold | 0.248% 50.0K shares | 87.6K → 50.0K −$1.0M | -42.91% | $547.5M Small Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $1.2M 0.889% | +$1.2M New | 0.035% 63.0K shares | 0 → 63.0K +$1.2M | New | $3.4B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $1.2M 0.877% | -$333.0K Sold | 0.056% 50.0K shares | 64.4K → 50.0K −$333.0K | -22.34% | $2.1B Mid Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $954.0K 0.722% | -$572.4K Sold | 0.033% 25.0K shares | 40.0K → 25.0K −$572.4K | -37.5% | $2.9B Mid Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $762.1K 0.577% | -$1.1M Sold | 0.009% 6.0K shares | 14.3K → 6.0K −$1.1M | -58.06% | $8.6B Mid Cap | Q4 2024 Held for 11 months | |
Financial - Mortgages Financial Services | $752.6K 0.57% | +$752.6K Bought | 0.026% 9.0K shares | — | — | $2.8B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $679.4K 0.515% | +$28.5K Bought | 0.008% 5.7K shares | 5.5K → 5.7K +$28.5K | +4.38% | $9.0B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $663.5K 0.502% | +$663.5K Bought | 0.011% 10.0K shares | — | — | $6.3B Mid Cap | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $644.0K 0.488% | +$644.0K Bought | 0.001% 3.0K shares | — | — | $56.6B Large Cap | Q2 2025 Held for 5 months | |
Residential Construction Consumer Cyclical | $434.8K 0.329% | -$627.1K Sold | 0.007% 6.6K shares | 16.1K → 6.6K −$627.1K | -59.05% | $6.5B Mid Cap | Q1 2025 Held for 8 months | |
Insurance - Life Financial Services | $383.4K 0.29% | -$45.5K Sold | 0.003% 2.7K shares | 3.0K → 2.7K −$45.5K | -10.6% | $11.6B Large Cap | Q3 2023 Held for 2y 2m | |
Insurance - Specialty Financial Services | $321.2K 0.243% | -$911.4K Sold | 0.005% 5.0K shares | 19.2K → 5.0K −$911.4K | -73.94% | $6.5B Mid Cap | Q1 2025 Held for 8 months | |
Real Estate - Services Real Estate | $313.2K 0.237% | -$52.5K Sold | 0.002% 1.1K shares | 1.2K → 1.1K −$52.5K | -14.36% | $14.1B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $263.7K 0.2% | -$2.0M Sold | 0.001% 10.0K shares | 84.0K → 10.0K −$2.0M | -88.1% | $23.5B Large Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | - — | -$1.6M Sold | — - shares | 17.3K → 0 −$1.6M | Sold | $162.29B Large Cap | Q3 2024 Held for 1y 2m | |
Residential Construction Consumer Cyclical | - — | -$260.9K Sold | — - shares | 3.9K → 0 −$260.9K | Sold | $4.8B Mid Cap | Q1 2024 Held for 1y 8m | |
Asset Management Financial Services | - — | -$1.9M Sold | — - shares | 18.3K → 0 −$1.9M | Sold | $29.3B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Property & Casualty Financial Services | - — | -$1.8M Sold | — - shares | 6.7K → 0 −$1.8M | Sold | $60.3B Large Cap | Q2 2025 Held for 5 months |
