FG Communities (FGC)
Market Price (10/17/2026): $5.99 | Market Cap: $36.4 MilSector: Financials | Industry: Asset Management & Custody Banks
FG Communities (FGC)
Market Price (10/17/2026): $5.99Market Cap: $36.4 MilSector: FinancialsIndustry: Asset Management & Custody Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -129% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 271% Megatrend and thematic driversMegatrends include Sustainable & Green Buildings. Themes include ESG REITs, Energy Efficient Building Materials, and Renewable Integration in Buildings. | Weak multi-year price returns2Y Excs Rtn is -53%, 3Y Excs Rtn is -98% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -22 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -932% Expensive valuation multiplesP/SPrice/Sales ratio is 16x Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 329% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -541%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -541% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -329% High stock price volatilityVol 12M is 134% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -129% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 271% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings. Themes include ESG REITs, Energy Efficient Building Materials, and Renewable Integration in Buildings. |
| Weak multi-year price returns2Y Excs Rtn is -53%, 3Y Excs Rtn is -98% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -22 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -932% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 16x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 329% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -541%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -541% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -329% |
| High stock price volatilityVol 12M is 134% |
Qualitative Assessment
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FG Communities (FGC) stock has lost about 20% since it went public on 9/28/2026 because of the following key factors:
1. Historical Financial Underperformance and Significant Losses.
FG Communities Holdings, operating previously as FG Nexus Inc., has a consistent history of substantial financial losses leading up to its public offering. For fiscal year 2025 (ending December 31, 2025), the company reported a net loss of -$66.7 million and diluted earnings per share of -$25.69, against revenues of only $2.4 million. This unprofitability extended into fiscal Q2 2026 (ended June 30, 2026), where the company reported earnings of -$18.6 million and diluted EPS of -$3.07. The pattern of significant losses and negative operating cash flow, which stood at -$6.3 million in fiscal year 2025, likely contributed to investor apprehension and downward pressure on the stock following its IPO.
2. Challenging Broader Real Estate Market Conditions.
FG Communities' entry into the public market on September 28, 2026, coincided with a difficult period for the global real estate sector. In September 2026, the FTSE EPRA Nareit Developed Extended Index, a key benchmark for real estate, experienced a 5.9% decline, with North American real estate specifically seeing a 5.3% loss. This downturn was largely driven by macroeconomic factors, including rising bond yields and tightening monetary policy, with the 10-year U.S. Treasury yield climbing to 5.27% by the end of September 2026 from under 4.60% in late July 2026. These adverse market conditions created a challenging environment for a newly public real estate investment company, contributing to its stock's decline.
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FG Communities (FGC) stock has lost about 20% since it went public on 9/28/2026 because of the following key factors:
1. Historical Financial Underperformance and Significant Losses.
FG Communities Holdings, operating previously as FG Nexus Inc., has a consistent history of substantial financial losses leading up to its public offering. For fiscal year 2025 (ending December 31, 2025), the company reported a net loss of -$66.7 million and diluted earnings per share of -$25.69, against revenues of only $2.4 million. This unprofitability extended into fiscal Q2 2026 (ended June 30, 2026), where the company reported earnings of -$18.6 million and diluted EPS of -$3.07. The pattern of significant losses and negative operating cash flow, which stood at -$6.3 million in fiscal year 2025, likely contributed to investor apprehension and downward pressure on the stock following its IPO.
2. Challenging Broader Real Estate Market Conditions.
FG Communities' entry into the public market on September 28, 2026, coincided with a difficult period for the global real estate sector. In September 2026, the FTSE EPRA Nareit Developed Extended Index, a key benchmark for real estate, experienced a 5.9% decline, with North American real estate specifically seeing a 5.3% loss. This downturn was largely driven by macroeconomic factors, including rising bond yields and tightening monetary policy, with the 10-year U.S. Treasury yield climbing to 5.27% by the end of September 2026 from under 4.60% in late July 2026. These adverse market conditions created a challenging environment for a newly public real estate investment company, contributing to its stock's decline.
3. Small Market Capitalization and Inherent Volatility.
FG Communities Holdings debuted as a micro-capitalization company, with its market capitalization reported at approximately $25.2 million as of October 14, 2026. Stocks with such small market capitalizations are often characterized by higher volatility, particularly in their initial trading periods. This is often due to factors such as lower trading liquidity and reduced analytical coverage or institutional investment interest. For instance, some stock analysis platforms were unable to calculate a "Smart Score" for FGC due to its market cap falling below required thresholds and insufficient average trading volume. This inherent characteristic makes the stock more susceptible to significant price movements, exacerbating the downward trend in the face of existing company-specific and market-wide challenges. The company's stock experienced an 18.4% month-to-date decline through October 14, 2026, following its IPO.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
6/30/2026 to 10/16/2026| Return | Correlation | |
|---|---|---|
| FGC | ||
| Market (SPY) | 2.2% | 21.2% |
| Sector (XLF) | 3.6% | -13.3% |
Fundamental Drivers
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Market Drivers
3/31/2026 to 10/16/2026| Return | Correlation | |
|---|---|---|
| FGC | ||
| Market (SPY) | 17.7% | 21.2% |
| Sector (XLF) | 12.9% | -13.3% |
Fundamental Drivers
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Market Drivers
9/30/2025 to 10/16/2026| Return | Correlation | |
|---|---|---|
| FGC | ||
| Market (SPY) | 15.5% | 21.2% |
| Sector (XLF) | 4.3% | -13.3% |
Fundamental Drivers
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Market Drivers
9/30/2023 to 10/16/2026| Return | Correlation | |
|---|---|---|
| FGC | ||
| Market (SPY) | 84.7% | 21.2% |
| Sector (XLF) | 74.7% | -13.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FGC Return | - | - | - | - | - | -23% | -23% |
| Peers Return | 58% | -31% | 3% | 7% | -3% | -1% | 15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 14% | 108% |
Monthly Win Rates [3] | |||||||
| FGC Win Rate | - | - | - | - | - | 0% | |
| Peers Win Rate | 69% | 33% | 47% | 50% | 42% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| FGC Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -12% | -39% | -26% | -15% | -18% | -15% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SUI, ELS, UMH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/16/2026 (YTD)
How Low Can It Go
FGC has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.5% | -18.8% |
| % Gain to Breakeven | 18.4% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.7% | -9.5% |
| % Gain to Breakeven | 12.0% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -16.1% | -6.7% |
| % Gain to Breakeven | 19.1% | 7.1% |
| Time to Breakeven | 270 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.7% | -19.2% |
| % Gain to Breakeven | 24.5% | 23.8% |
| Time to Breakeven | 123 days | 105 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
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Asset Allocation
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FGC has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -21.4% | -12.2% |
| % Gain to Breakeven | 27.3% | 13.9% |
| Time to Breakeven | 272 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.1% | -17.9% |
| % Gain to Breakeven | 35.3% | 21.8% |
| Time to Breakeven | 162 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -78.3% | -53.4% |
| % Gain to Breakeven | 359.8% | 114.4% |
| Time to Breakeven | 2329 days | 1085 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About FG Communities (FGC)
FG Communities (FGC) functions as a holding company with a dual focus on reinsurance and investment management. The company strategically operates across two main business segments to generate revenue and foster growth for its stakeholders.
Its primary offerings include specialty property and casualty reinsurance products and services, addressing specific segments within the broader insurance market. Additionally, FGC manages a special purpose acquisition company (SPAC) platform. Through this platform, the company delivers crucial strategic, administrative, and regulatory support to newly formed SPACs, for which it charges a recurring monthly fee.
FGC's customer base includes entities within the reinsurance sector seeking specialized coverage, as well as new SPACs requiring comprehensive operational and compliance assistance. Originally incorporated in 2012 and formerly known as 1347 Property Insurance Holdings, Inc., the company changed its name to FG Financial Group, Inc. in December 2020. It is headquartered in St. Petersburg, Florida.
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Imagine a smaller, more specialized version of **Berkshire Hathaway**, focused on niche property & casualty reinsurance and managing investments.
Alternatively, think of it as a specialized **venture capital firm** that builds and supports 'blank-check' companies (SPACs) designed to acquire private businesses and take them public.
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- Specialty Property and Casualty Reinsurance: The company offers products and services that provide specialty property and casualty reinsurance.
- SPAC Platform Services: It operates a platform providing strategic, administrative, and regulatory support services to newly formed Special Purpose Acquisition Companies (SPACs) for a monthly fee.
- Investment Management: As a holding company, it engages in investment management activities.
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The company described, FG Financial Group, Inc. (symbol: FGC), operates primarily as a business-to-business entity.
Its major customers fall into the following categories:
- Insurance Companies: These are the customers for its specialty property and casualty reinsurance products and services. Reinsurance is sold to other insurance companies to help them manage risk.
- Special Purpose Acquisition Companies (SPACs): These are the customers for its SPAC platform, which provides strategic, administrative, and regulatory support services to newly formed SPACs.
Specific names of customer companies are not publicly disclosed in the provided company description, as its services are generally provided to a range of entities within these industries rather than being concentrated with a few publicly named clients.
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D. Kyle Cerminara Chairman and Chief Executive Officer
D. Kyle Cerminara is the Chairman and Chief Executive Officer of FG Communities Holdings Inc.. He is also a Co-founder of FG Communities. He has over 25 years of financial services experience, encompassing investment management, insurance, and investment banking. Mr. Cerminara is also the Co-Founder & CEO of Fundamental Global and has held executive and/or director roles at several other public companies. He was recognized by Institutional Investor Magazine as "Best of the Buy Side" for the financial services sector in 2006. Prior to the name change, Mr. Cerminara served as the Chairman and CEO of FG Nexus, which became FG Communities Holdings Inc. in September 2026. He also serves as President and Chairman of the privately held FG Communities, Inc., which operates manufactured housing communities.
Mark D. Roberson Chief Financial Officer
Mark D. Roberson serves as the Chief Financial Officer of FG Communities Holdings Inc.. He was listed as the Chief Financial Officer who signed the Form 8-K filing for FG Nexus Inc. prior to its name change to FG Communities Holdings Inc..
Michael Anise CEO & Co-founder
Michael Anise is the CEO and Co-founder of FG Communities. He possesses over 25 years of experience in financial services, including expertise in manufactured housing investing, business banking, and public company financial leadership. Mr. Anise previously served as President, CFO, COO, and a board member of Manufactured Housing Properties Inc. (MHPC), a company that owned and operated manufactured housing communities. His past financial leadership experience also includes roles as CFO of Crossroads Financial and CFO of Comprehensive Financial Solutions.
Joe Moglia Co-founder
Joe Moglia is a Co-founder of FG Communities. He is well-known for his prior role as Chairman and CEO of TD Ameritrade. During his tenure, he significantly grew TD Ameritrade's market capitalization from $700 million to over $20 billion, eventually selling the company to Charles Schwab. Before his time at TD Ameritrade, Mr. Moglia was an executive at Merrill Lynch, where he became the firm's No. 1 producer globally by 1988.
Todd R. Major Chief Accounting Officer
Todd R. Major holds the position of Chief Accounting Officer at FG Communities Holdings Inc..
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FG Communities Holdings Inc. (FGC) is positioned for future revenue growth over the next 2-3 years, driven by several strategic initiatives across its diverse business segments. The company, which recently changed its name from FG Nexus Inc. in September 2026, operates a digital asset treasury, provides merchant banking services, and owns and manages manufactured housing communities.
Here are 3-5 expected drivers of future revenue growth for FG Communities:
- Expansion of Manufactured Housing Communities Portfolio: FG Communities Inc. is actively expanding its portfolio of manufactured housing communities. The company currently manages a growing portfolio of 27 communities with approximately 693 home sites, which are either owned or under contract to be acquired. It maintains a "robust pipeline of potential acquisitions" with the aim of becoming one of the largest owners in the nation, indicating a continued focus on increasing its real estate holdings and the associated rental and operational income. Recent acquisitions in North Carolina further demonstrate this ongoing expansion strategy.
- Commercialization and Expansion of Real-World Asset Tokenization: The company operates a digital asset treasury that focuses on Ethereum (ETH) and the tokenization of real-world assets. FG Communities Holdings Inc. aims to commercialize and expand the tokenization of various asset classes, including housing, reinsurance, and other real estate. As the digital asset and tokenization markets mature, this segment is expected to contribute to revenue growth through new services and investment opportunities.
- Growth in Merchant Banking Services, Particularly SPAC Support: FG Communities Holdings Inc. provides merchant banking services, which include offering strategic, administrative, and regulatory support to newly formed Special Purpose Acquisition Companies (SPACs) for a monthly fee. The success and proliferation of new SPAC formations and their subsequent business combinations could drive increased fee income for the company's merchant banking division.
- Operational Improvements and Value Addition to Manufactured Housing Communities: Beyond acquiring new properties, FG Communities Inc. focuses on enhancing the value of its existing and newly acquired manufactured housing communities through professional management and operational improvements. By improving the quality of life for residents and maintaining affordable housing options, the company can optimize occupancy rates and potentially implement strategic rent adjustments, thereby increasing revenue from its real estate assets.
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Share Repurchases
- FG Nexus (the company now known as FG Communities Holdings Inc. or FGC) had repurchased approximately 46% of its common shares outstanding as of September 15, 2026.
Share Issuance
- The company anticipates funding future direct property acquisitions through a combination of cash on hand, debt financing, and proceeds from issuances of its common stock.
Outbound Investments
- FG Nexus (now FG Communities Holdings Inc.) made a $10 million equity investment in FG Communities, Inc., a privately held operator of manufactured housing communities, which closed on September 21, 2026.
- This investment represents approximately 10% of the privately held FG Communities, Inc.'s outstanding common stock.
Capital Expenditures
- FG Communities (the publicly traded entity) has been actively acquiring manufactured housing communities, including an acquisition in Easley, SC, in September 2026.
- In July 2026, the company completed three acquisitions in the Raleigh Metropolitan Statistical Area.
- The company expanded its Asheville portfolio in April 2026 with two acquisitions, bringing the total to seven communities in that area.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 38.23 |
| Mkt Cap | 6.6 |
| Rev LTM | 884 |
| Op Inc LTM | 231 |
| FCF LTM | 219 |
| FCF 3Y Avg | 219 |
| CFO LTM | 340 |
| CFO 3Y Avg | 345 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.9% |
| Rev Chg 3Y Avg | 6.1% |
| Rev Chg Q | 6.1% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Inc Chg LTM | 2.6% |
| Op Inc Chg 3Y Avg | 11.7% |
| Op Mgn LTM | 18.8% |
| Op Mgn 3Y Avg | 20.7% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 36.3% |
| CFO/Rev 3Y Avg | 38.9% |
| FCF/Rev LTM | 28.2% |
| FCF/Rev 3Y Avg | 30.3% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Digital Assets | 1 | 0 | |||
| Merchant Banking | 1 | 0 | -9 | ||
| Other | 0 | 1 | 26 | 0 | 0 |
| Managed Services | 1 | ||||
| Asset Management | 4 | 5 | |||
| Insurance | 16 | 2 | |||
| Total | 2 | 1 | 17 | 20 | 8 |
| $ Mil | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| Insurance | 10 | 5 | -4 | -18 |
| Asset Management | 1 | 4 | 5 | 1 |
| Other | -7 | -7 | -8 | -6 |
| Total | 4 | 1 | -7 | -23 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Digital Assets | 119 | 0 | |||
| Other | 30 | 49 | 3 | 3 | 15 |
| Merchant Banking | 15 | 60 | |||
| Asset Management | 18 | 19 | 11 | ||
| Insurance | 45 | 27 | 15 | ||
| Total | 164 | 109 | 66 | 49 | 41 |
Price Behavior
| Market Price | $6.06 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 09/28/2026 | |
| Distance from 52W High | -20.8% | |
| 50 Days | 200 Days | |
| DMA Price | ||
| DMA Trend | ||
| Distance from DMA | ||
| 3M | 1YR | |
| Volatility | 134.4% | 134.4% |
| Downside Capture | ||
| Upside Capture | ||
| Correlation (S&P 500) |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -23.77 | 23.96 | 22.90 | -20.10 | -19.38 | -16.45 |
| Up Beta | � | � | � | � | � | � |
| Down Beta | -68.64 | 67.33 | 46.77 | -33.40 | -28.74 | -21.97 |
| Up Capture | 0% | 0% | 0% | 0% | 0% | 0% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 1 | 1 | 1 | 1 | 1 | 1 |
| Down Capture | 195% | 129% | 81% | 46% | 24% | 14% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 1 | 1 | 1 | 1 | 1 | 1 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FGC | |
|---|---|---|---|---|
| FGC | -19.3% | 134.4% | -2.21 | - |
| Sector ETF (XLF) | 5.6% | 14.7% | 0.14 | -13.3% |
| Equity (SPY) | 15.8% | 12.7% | 0.86 | 21.2% |
| Gold (GLD) | -1.4% | 29.4% | -0.05 | -24.7% |
| Commodities (DBC) | 50.4% | 20.7% | 1.86 | 6.3% |
| Real Estate (VNQ) | 4.8% | 13.7% | 0.09 | -22.6% |
| Bitcoin (BTCUSD) | -25.9% | 43.6% | -0.57 | 18.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FGC | |
|---|---|---|---|---|
| FGC | -4.2% | 134.4% | -2.21 | - |
| Sector ETF (XLF) | 9.1% | 18.3% | 0.36 | -13.3% |
| Equity (SPY) | 13.2% | 17.1% | 0.59 | 21.2% |
| Gold (GLD) | 18.4% | 18.9% | 0.79 | -24.7% |
| Commodities (DBC) | 9.6% | 19.5% | 0.37 | 6.3% |
| Real Estate (VNQ) | 1.6% | 18.8% | -0.02 | -22.6% |
| Bitcoin (BTCUSD) | 8.8% | 51.8% | 0.35 | 18.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FGC | |
|---|---|---|---|---|
| FGC | -2.1% | 134.4% | -2.21 | - |
| Sector ETF (XLF) | 13.0% | 22.1% | 0.53 | -13.3% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 21.2% |
| Gold (GLD) | 12.3% | 16.4% | 0.61 | -24.7% |
| Commodities (DBC) | 8.1% | 18.1% | 0.36 | 6.3% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | -22.6% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 18.6% |
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SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/12/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/27/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/20/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/24/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/12/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/27/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/20/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/24/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
| 12/31/2021 | 03/30/2022 | 10-K |
| 09/30/2021 | 11/15/2021 | 10-Q |
| 06/30/2021 | 08/16/2021 | 10-Q |
| 03/31/2021 | 05/14/2021 | 10-Q |
| 12/31/2020 | 03/18/2021 | 10-K |
| 09/30/2020 | 11/16/2020 | 10-Q |
| 06/30/2020 | 08/14/2020 | 10-Q |
| 03/31/2020 | 05/14/2020 | 10-Q |
| 12/31/2019 | 03/30/2020 | 10-K |
| 09/30/2019 | 11/14/2019 | 10-Q |
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Asset Management & Custody Banks Resources |
| Pensions & Investments |
| Institutional Investor |
| Ignites |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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