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Holding23 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $20.4M 36.21% | — | — 30.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $14.1M 24.99% | — | 0.861% 130.0K shares | — | — | $1.6B Small Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $4.2M 7.49% | -$532.2K Sold | 0.029% 39.6K shares | 44.6K → 39.6K −$532.2K | -11.2% | $14.7B Large Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $3.4M 6.01% | — | 0.189% 78.8K shares | — | — | $1.8B Small Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $2.9M 5.21% | -$698.6K Sold | 0.034% 23.1K shares | 28.6K → 23.1K −$698.6K | -19.23% | $8.6B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $2.6M 4.63% | — | 0.324% 135.3K shares | — | — | $804.5M Small Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.8M 3.26% | +$541.8K Bought | 0.035% 23.7K shares | 16.7K → 23.7K +$541.8K | +41.89% | $5.3B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.6M 2.85% | +$1.6M New | — 40.8K shares | 0 → 40.8K +$1.6M | New | — — | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $1.3M 2.31% | +$1.3M New | 0.143% 75.1K shares | 0 → 75.1K +$1.3M | New | $910.1M Small Cap | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $1.0M 1.8% | — | 0.008% 50.0K shares | — | — | $13.0B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $839.2K 1.49% | +$625.6K Bought | — 63.1K shares | 16.1K → 63.1K +$625.6K | +292.82% | — — | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $805.5K 1.43% | +$805.5K New | 0.014% 50.0K shares | 0 → 50.0K +$805.5K | New | $5.8B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $678.3K 1.21% | -$2.5M Sold | 0.006% 30.0K shares | 140.0K → 30.0K −$2.5M | -78.57% | $11.5B Large Cap | Q3 2025 Held for 2 months | |
Financial - Mortgages Financial Services | $609.1K 1.08% | +$609.0K Bought | 0.046% 100.0K shares | 10.0 → 100.0K +$609.0K | +1,000,000.0% | $1.3B Small Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $16.5K 0.029% | +$16.5K New | 0.0% 819.0 shares | 0 → 819.0 +$16.5K | New | $7.5B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $6.3K 0.011% | — | — 100.0 shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $528.0 0.001% | — | 0.0% 100.0 shares | — | — | $2.4B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | - — | -$702.4K Sold | — - shares | 10.0K → 0 −$702.4K | Sold | $6.6B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | - — | -$209.8K Sold | — - shares | 16.1K → 0 −$209.8K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$5.9K Sold | — - shares | 100.0 → 0 −$5.9K | Sold | — — | Q2 2025 Held for 5 months | |
Information Technology Services Technology | - — | -$379.3K Sold | — - shares | 2.2K → 0 −$379.3K | Sold | $95.7B Large Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | - — | -$856.8K Sold | — - shares | 11.0K → 0 −$856.8K | Sold | $8.4B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | - — | -$1.5M Sold | — - shares | 42.6K → 0 −$1.5M | Sold | — — | Q2 2025 Held for 5 months |
