Towne Bank (TOWN)
Market Price (8/6/2026): $38.41 | Market Cap: $3.5 BilSector: Financials | Industry: Regional Banks
Towne Bank (TOWN)
Market Price (8/6/2026): $38.41Market Cap: $3.5 BilSector: FinancialsIndustry: Regional Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.0%, Dividend Yield is 2.4% 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 -37% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 25% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14% Low stock price volatilityVol 12M is 23% Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Wealth Management Technology. | Trading close to highsDist 52W High is -1.1%, Dist 3Y High is -1.1% Weak multi-year price returns2Y Excs Rtn is -15% |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.0%, Dividend Yield is 2.4% |
| 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 -37% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 25% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14% |
| Low stock price volatilityVol 12M is 23% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Wealth Management Technology. |
| Trading close to highsDist 52W High is -1.1%, Dist 3Y High is -1.1% |
| Weak multi-year price returns2Y Excs Rtn is -15% |
Qualitative Assessment
AI Analysis | Feedback
Updated on 8/1/2026
Towne Bank (TOWN) stock has gained about 10% since 4/30/2026 because of the following key factors:
1. Significant Capital Infusion from Asset Divestiture and Special Dividend.
TowneBank completed the sale of its Resort Property Management segment for $250 million on April 3, 2026, realizing an estimated gain of $195 million. This strategic move generated substantial capital, leading the Board of Directors to declare a one-time special cash dividend of $0.70 per common share, totaling approximately $65 million, payable on May 20, 2026.
2. Robust Financial Performance in Fiscal Q1 and Q2 2026, boosted by acquisition.
The company demonstrated strong financial results, particularly driven by the acquisition of Dogwood State Bank in January 2026 (fiscal Q1 2026), which added $1.95 billion in loans and $1.93 billion in deposits. TowneBank reported record total revenues of $246.45 million in fiscal Q1 2026, a 34.60% increase compared to fiscal Q1 2025. For fiscal Q2 2026, total revenues surged by 111.46% year-over-year to $444.27 million, primarily due to a $198.55 million gain from the Resort Property Management sale. While fiscal Q2 2026 core earnings of $0.78 per diluted share slightly missed analyst estimates of $0.79, revenue of $245.72 million exceeded consensus.
Show more
Towne Bank (TOWN) stock has gained about 10% since 4/30/2026 because of the following key factors:
1. Significant Capital Infusion from Asset Divestiture and Special Dividend.
TowneBank completed the sale of its Resort Property Management segment for $250 million on April 3, 2026, realizing an estimated gain of $195 million. This strategic move generated substantial capital, leading the Board of Directors to declare a one-time special cash dividend of $0.70 per common share, totaling approximately $65 million, payable on May 20, 2026.
2. Robust Financial Performance in Fiscal Q1 and Q2 2026, boosted by acquisition.
The company demonstrated strong financial results, particularly driven by the acquisition of Dogwood State Bank in January 2026 (fiscal Q1 2026), which added $1.95 billion in loans and $1.93 billion in deposits. TowneBank reported record total revenues of $246.45 million in fiscal Q1 2026, a 34.60% increase compared to fiscal Q1 2025. For fiscal Q2 2026, total revenues surged by 111.46% year-over-year to $444.27 million, primarily due to a $198.55 million gain from the Resort Property Management sale. While fiscal Q2 2026 core earnings of $0.78 per diluted share slightly missed analyst estimates of $0.79, revenue of $245.72 million exceeded consensus.
Show more
Updated on 8/1/2026
Towne Bank (TOWN) stock has gained about 10% since 4/30/2026 because of the following key factors:
1. Significant Capital Infusion from Asset Divestiture and Special Dividend.
TowneBank completed the sale of its Resort Property Management segment for $250 million on April 3, 2026, realizing an estimated gain of $195 million. This strategic move generated substantial capital, leading the Board of Directors to declare a one-time special cash dividend of $0.70 per common share, totaling approximately $65 million, payable on May 20, 2026.
2. Robust Financial Performance in Fiscal Q1 and Q2 2026, boosted by acquisition.
The company demonstrated strong financial results, particularly driven by the acquisition of Dogwood State Bank in January 2026 (fiscal Q1 2026), which added $1.95 billion in loans and $1.93 billion in deposits. TowneBank reported record total revenues of $246.45 million in fiscal Q1 2026, a 34.60% increase compared to fiscal Q1 2025. For fiscal Q2 2026, total revenues surged by 111.46% year-over-year to $444.27 million, primarily due to a $198.55 million gain from the Resort Property Management sale. While fiscal Q2 2026 core earnings of $0.78 per diluted share slightly missed analyst estimates of $0.79, revenue of $245.72 million exceeded consensus.
3. Favorable Macroeconomic Backdrop for Regional Banks.
The broader regional banking sector has experienced a positive shift, characterized by increasing loan demand and a re-steepening U.S. Treasury yield curve, which provides a tailwind for banks. Additionally, the Federal Reserve maintained its federal funds rate at 3.50%-3.75% during its July 2026 meeting. Despite some internal disagreement and a hawkish stance from Chairman Kevin Warsh, this decision signaled stability in interest rates, which generally benefits bank net interest margins.
4. Enhanced Shareholder Returns and Market Recognition.
Beyond the special dividend, TowneBank increased its regular quarterly cash dividend by 3.7% to $0.28 per common share for fiscal Q2 2026. The company's inclusion in the S&P Banks Select Industry Index also likely contributed to increased visibility and investor confidence. Furthermore, analysts like Stephens raised price targets, adjusting their outlook for TowneBank to $40 from $38, indicating positive sentiment.
Show less
Towne Bank (TOWN) stock has gained about 10% since 4/30/2026 because of the following key factors:
1. Significant Capital Infusion from Asset Divestiture and Special Dividend.
TowneBank completed the sale of its Resort Property Management segment for $250 million on April 3, 2026, realizing an estimated gain of $195 million. This strategic move generated substantial capital, leading the Board of Directors to declare a one-time special cash dividend of $0.70 per common share, totaling approximately $65 million, payable on May 20, 2026.
2. Robust Financial Performance in Fiscal Q1 and Q2 2026, boosted by acquisition.
The company demonstrated strong financial results, particularly driven by the acquisition of Dogwood State Bank in January 2026 (fiscal Q1 2026), which added $1.95 billion in loans and $1.93 billion in deposits. TowneBank reported record total revenues of $246.45 million in fiscal Q1 2026, a 34.60% increase compared to fiscal Q1 2025. For fiscal Q2 2026, total revenues surged by 111.46% year-over-year to $444.27 million, primarily due to a $198.55 million gain from the Resort Property Management sale. While fiscal Q2 2026 core earnings of $0.78 per diluted share slightly missed analyst estimates of $0.79, revenue of $245.72 million exceeded consensus.
3. Favorable Macroeconomic Backdrop for Regional Banks.
The broader regional banking sector has experienced a positive shift, characterized by increasing loan demand and a re-steepening U.S. Treasury yield curve, which provides a tailwind for banks. Additionally, the Federal Reserve maintained its federal funds rate at 3.50%-3.75% during its July 2026 meeting. Despite some internal disagreement and a hawkish stance from Chairman Kevin Warsh, this decision signaled stability in interest rates, which generally benefits bank net interest margins.
4. Enhanced Shareholder Returns and Market Recognition.
Beyond the special dividend, TowneBank increased its regular quarterly cash dividend by 3.7% to $0.28 per common share for fiscal Q2 2026. The company's inclusion in the S&P Banks Select Industry Index also likely contributed to increased visibility and investor confidence. Furthermore, analysts like Stephens raised price targets, adjusting their outlook for TowneBank to $40 from $38, indicating positive sentiment.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 10.8% change in TOWN stock from 4/30/2026 to 8/5/2026 was primarily driven by a 29.3% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 34.59 | 38.34 | 10.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 825 | 888 | 7.7% |
| Net Income Margin (%) | 19.7% | 18.0% | -8.7% |
| P/E Multiple | 16.8 | 21.7 | 29.3% |
| Shares Outstanding (Mil) | 79 | 90 | -12.8% |
| Cumulative Contribution | 10.8% |
Market Drivers
4/30/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| TOWN | 10.8% | |
| Market (SPY) | 7.1% | 0.8% |
| Sector (XLF) | 11.3% | 52.3% |
Fundamental Drivers
The 13.5% change in TOWN stock from 1/31/2026 to 8/5/2026 was primarily driven by a 36.4% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.77 | 38.34 | 13.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 782 | 888 | 13.6% |
| Net Income Margin (%) | 20.8% | 18.0% | -13.3% |
| P/E Multiple | 15.9 | 21.7 | 36.4% |
| Shares Outstanding (Mil) | 76 | 90 | -15.5% |
| Cumulative Contribution | 13.5% |
Market Drivers
1/31/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| TOWN | 13.5% | |
| Market (SPY) | 11.5% | 22.7% |
| Sector (XLF) | 9.1% | 58.2% |
Fundamental Drivers
The 15.2% change in TOWN stock from 7/31/2025 to 8/5/2026 was primarily driven by a 47.7% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.28 | 38.34 | 15.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 708 | 888 | 25.4% |
| Net Income Margin (%) | 24.1% | 18.0% | -25.2% |
| P/E Multiple | 14.7 | 21.7 | 47.7% |
| Shares Outstanding (Mil) | 75 | 90 | -16.9% |
| Cumulative Contribution | 15.2% |
Market Drivers
7/31/2025 to 8/5/2026| Return | Correlation | |
|---|---|---|
| TOWN | 15.2% | |
| Market (SPY) | 22.8% | 29.4% |
| Sector (XLF) | 12.1% | 56.2% |
Fundamental Drivers
The 70.8% change in TOWN stock from 7/31/2023 to 8/5/2026 was primarily driven by a 136.1% change in the company's P/E Multiple.| (LTM values as of) | 7312023 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 22.44 | 38.34 | 70.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 705 | 888 | 26.0% |
| Net Income Margin (%) | 25.8% | 18.0% | -30.1% |
| P/E Multiple | 9.2 | 21.7 | 136.1% |
| Shares Outstanding (Mil) | 74 | 90 | -17.8% |
| Cumulative Contribution | 70.8% |
Market Drivers
7/31/2023 to 8/5/2026| Return | Correlation | |
|---|---|---|
| TOWN | 70.8% | |
| Market (SPY) | 74.1% | 42.8% |
| Sector (XLF) | 71.5% | 63.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TOWN Return | 38% | 1% | 0% | 18% | 1% | 20% | 100% |
| Peers Return | 24% | -6% | -2% | -8% | 44% | 26% | 91% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| TOWN Win Rate | 67% | 25% | 42% | 50% | 58% | 62% | |
| Peers Win Rate | 44% | 53% | 47% | 42% | 72% | 74% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| TOWN Max Drawdown | -14% | -21% | -31% | -13% | -18% | -14% | |
| Peers Max Drawdown | -16% | -19% | -34% | -22% | -17% | -14% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEWT, ATLO, FCBM, HAPN, CBC.
[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 8/5/2026 (YTD)
How Low Can It Go
| Event | TOWN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -18.3% | -18.8% |
| % Gain to Breakeven | 22.4% | 23.1% |
| Time to Breakeven | 127 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -13.6% | -9.5% |
| % Gain to Breakeven | 15.7% | 10.5% |
| Time to Breakeven | 10 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.6% | -6.7% |
| % Gain to Breakeven | 40.1% | 7.1% |
| Time to Breakeven | 216 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -15.4% | -24.5% |
| % Gain to Breakeven | 18.2% | 32.4% |
| Time to Breakeven | 106 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -43.1% | -33.7% |
| % Gain to Breakeven | 75.6% | 50.9% |
| Time to Breakeven | 322 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.4% | -19.2% |
| % Gain to Breakeven | 32.2% | 23.8% |
| Time to Breakeven | 791 days | 105 days |
In The Past
Towne Bank's stock fell -18.3% during the 2025 US Tariff Shock. Such a loss loss requires a 22.4% 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.
| Event | TOWN | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.6% | -6.7% |
| % Gain to Breakeven | 40.1% | 7.1% |
| Time to Breakeven | 216 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -43.1% | -33.7% |
| % Gain to Breakeven | 75.6% | 50.9% |
| Time to Breakeven | 322 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.4% | -19.2% |
| % Gain to Breakeven | 32.2% | 23.8% |
| Time to Breakeven | 791 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -25.8% | -17.9% |
| % Gain to Breakeven | 34.8% | 21.8% |
| Time to Breakeven | 167 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -22.9% | -53.4% |
| % Gain to Breakeven | 29.6% | 114.4% |
| Time to Breakeven | 3 days | 1085 days |
In The Past
Towne Bank's stock fell -18.3% during the 2025 US Tariff Shock. Such a loss loss requires a 22.4% 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.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| TOWN Dip Buy Analysis | 07/10/2025 | |
| Time To Buy Towne Bank Stock? | 02/28/2025 | |
| Towne Bank (TOWN) Operating Cash Flow Comparison | 02/17/2025 | |
| Towne Bank (TOWN) Net Income Comparison | 02/16/2025 | |
| Fundamental Metrics: ... | 06/19/2024 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 25.87 |
| Mkt Cap | 2.4 |
| Rev LTM | 888 |
| Op Inc LTM | - |
| FCF LTM | 22 |
| FCF 3Y Avg | -165 |
| CFO LTM | 23 |
| CFO 3Y Avg | -164 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 20.0% |
| Rev Chg 3Y Avg | 7.0% |
| Rev Chg Q | 12.9% |
| QoQ Delta Rev Chg LTM | 3.0% |
| Op Inc Chg LTM | - |
| Op Inc Chg 3Y Avg | - |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 20.3% |
| CFO/Rev 3Y Avg | -53.2% |
| FCF/Rev LTM | 14.4% |
| FCF/Rev 3Y Avg | -56.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2019 | 2018 |
|---|---|---|---|---|---|
| Banking | 619 | 489 | 500 | 386 | 364 |
| Insurance | 103 | 100 | 91 | 65 | 55 |
| Resort Vacation Management | 58 | ||||
| Mortgage | 56 | ||||
| Realty | 104 | 104 | 113 | 114 | |
| Total | 836 | 694 | 694 | 564 | 533 |
| $ Mil | 2014 | 2013 | 2012 |
|---|---|---|---|
| Banking | 56 | 55 | 45 |
| Insurance | 12 | 8 | 6 |
| Realty | 9 | 11 | 14 |
| Total | 77 | 74 | 65 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Banking | 137 | 135 | 135 | 177 | 170 |
| Insurance | 22 | 22 | 19 | 14 | 10 |
| Resort Vacation Management | 10 | ||||
| Mortgage | 0 | ||||
| Realty | 5 | -0 | -2 | 36 | |
| Total | 170 | 162 | 154 | 189 | 215 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Banking | 18,430 | 16,046 | 15,767 | 14,905 | 15,228 |
| Insurance | 849 | 727 | 615 | 500 | 442 |
| Mortgage | 305 | 342 | |||
| Resort Vacation Management | 103 | 133 | |||
| Realty | 453 | 441 | 692 | ||
| Total | 19,687 | 17,247 | 16,835 | 15,845 | 16,361 |
Price Behavior
Price Behavior
| Market Price | $38.34 | |
| Market Cap ($ Bil) | 3.5 | |
| Distance from 52W High | -1.1% | |
| 50 Days | 200 Days | |
| DMA Price | $35.73 | $33.88 |
| DMA Trend | up | up |
| Distance from DMA | 7.3% | 13.2% |
| 3M | 1YR | |
| Volatility | 18.6% | 22.7% |
| Downside Capture | 1.84 | 55.09 |
| Upside Capture | 46.50 | 57.11 |
| Correlation (SPY) | -1.4% | 28.4% |
TOWN Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.10 | -0.15 | -0.05 | 0.32 | 0.51 | 0.73 |
| Up Beta | -2.46 | -1.32 | -0.95 | 0.18 | 0.66 | 0.77 |
| Down Beta | -0.12 | -0.09 | -0.12 | -0.12 | 0.24 | 0.61 |
| Up Capture | 94% | 56% | 42% | 52% | 47% | 54% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 10 | 24 | 33 | 61 | 124 | 372 |
| Down Capture | 26% | -20% | 6% | 49% | 62% | 91% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 12 | 19 | 30 | 65 | 127 | 375 |
[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 TOWN | |
|---|---|---|---|---|
| TOWN | 15.4% | 22.6% | 0.56 | - |
| Sector ETF (XLF) | 13.1% | 14.6% | 0.62 | 55.7% |
| Equity (SPY) | 23.1% | 12.9% | 1.34 | 28.3% |
| Gold (GLD) | 25.4% | 28.3% | 0.79 | 1.1% |
| Commodities (DBC) | 29.5% | 19.8% | 1.19 | -26.1% |
| Real Estate (VNQ) | 14.4% | 13.7% | 0.74 | 40.0% |
| Bitcoin (BTCUSD) | -44.6% | 42.9% | -1.25 | 13.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TOWN | |
|---|---|---|---|---|
| TOWN | 8.8% | 26.5% | 0.31 | - |
| Sector ETF (XLF) | 11.6% | 18.4% | 0.49 | 65.5% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 47.8% |
| Gold (GLD) | 18.2% | 18.6% | 0.79 | -0.5% |
| Commodities (DBC) | 8.1% | 19.6% | 0.31 | 5.3% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | 49.1% |
| Bitcoin (BTCUSD) | 9.9% | 53.0% | 0.37 | 17.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TOWN | |
|---|---|---|---|---|
| TOWN | 8.6% | 30.4% | 0.33 | - |
| Sector ETF (XLF) | 13.7% | 22.1% | 0.57 | 73.9% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 55.3% |
| Gold (GLD) | 12.0% | 16.2% | 0.60 | -4.5% |
| Commodities (DBC) | 7.1% | 18.0% | 0.31 | 16.1% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 52.7% |
| Bitcoin (BTCUSD) | 58.2% | 66.2% | 0.98 | 12.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
Investor Activity (13F)
Updated Aug 6, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Regional Banks Resources |
| Bank Director |
| Independent Banker |
| S&P Global Market Intelligence |
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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