Smart DCA analysis and insights for Financials stocks
The top performing Financials stocks by Enhanced DCA return over the last month are BBD (+29.06% EDCA), BBDO (+28.88% EDCA), ITUB (+27.25% EDCA). 10 of the top 10 have positive DCA returns. 179 assets in the Financials sector received a weekly buy signal above 1× in the last 7 days, including SII and GS.
Assets that received a weekly buy signal above 1× in the last 7 days. Click a column heading to sort. By default the best current return is first.
Return since each asset's most recent buy signal of 1× or more, from the price the buy would have filled at. Click a column heading to sort. Pending means that price is not known yet, because it fills at the next open.
See which assets are leading the sector for the selected timeframe using Enhanced DCA returns. Different from signal-based returns, this shows overall performance for the period. The signal date and multiplier are each asset's most recent weekly buy signal.
| Ticker ↑ | Name ↕ | Signal Date ↕ | Multiplier ↕ | Current % Return ↕ | 1Y EDCA Return ↕ | DCA Suitability ↕ |
|---|---|---|---|---|---|---|
| AB | AllianceBernstein Holding L.P. | Oct 5 '26 | 3.04x | -1.0% | -5.90% | 44 |
| ABCB | Ameris Bancorp | Oct 5 '26 | 1.12x | -2.3% | -1.32% | 70 |
| ABX | Abacus Global Management, Inc. | Oct 5 '26 | 3.88x | -1.8% | +17.98% | 80 |
| AEG | Aegon Ltd. | Oct 5 '26 | 4.53x | -3.8% | +6.20% | 74 |
| AEXA | American Exceptionalism Acquisition Corp. A | Oct 5 '26 | 5.44x | -2.0% | n/a | n/a |
| AFG | American Financial Group, Inc. | Oct 5 '26 | 0.51x | +1.1% | +6.64% | 51 |
| AFL | AFLAC Incorporated | Oct 5 '26 | 1.11x | +1.8% | +2.71% | 46 |
| AGM | Federal Agricultural Mortgage Corporation | Oct 5 '26 | 0.22x | -6.3% | +27.93% | 75 |
| AGM.A | Federal Agricultural Mortgage Corporation | Oct 5 '26 | 2.20x | -3.9% | +10.23% | 59 |
| AGO | Assured Guaranty Ltd. | Oct 5 '26 | 4.19x | +1.3% | -9.37% | 36 |
| AIG | American International Group Inc. | Sep 28 '26 | 6.00x | +5.9% | +2.25% | 52 |
| AII | American Integrity Insurance Group, Inc. | Jun 15 '26 | 4.67x | +58.8% | n/a | 1 |
| AIZ | Assurant Inc. | Oct 5 '26 | 0.63x | +0.1% | +16.50% | 79 |
| AJG | Arthur J. Gallagher & Co. | Oct 5 '26 | 6.00x | +3.0% | -0.52% | 39 |
| ALL | The Allstate Corporation | Oct 5 '26 | 3.16x | +2.2% | +11.76% | 66 |
| ALLY | Ally Financial Inc. | Oct 5 '26 | 6.00x | -1.3% | -5.47% | 63 |
| AMG | Affiliated Managers Group, Inc. | Sep 14 '26 | 1.39x | +11.0% | +37.89% | 93 |
| AMP | Ameriprise Financial Inc. | Oct 5 '26 | 2.79x | +1.0% | +9.95% | 65 |
| AMTB | Amerant Bancorp Inc. | Jun 1 '26 | 0.68x | +31.1% | +53.73% | 62 |
| AON | Aon plc | Oct 5 '26 | 6.00x | +0.9% | -13.73% | 46 |
| APAM | Artisan Partners Asset Management Inc. | Oct 5 '26 | 6.00x | -3.5% | -11.23% | 42 |
| APO | Apollo Global Management | Oct 5 '26 | 6.00x | +2.6% | -0.22% | 61 |
| ARES | Ares Management | Oct 5 '26 | 6.00x | -0.6% | -4.83% | 66 |
| ARX | Accelerant Holdings | Aug 10 '26 | 6.00x | +64.6% | n/a | 1 |
| ASA | ASA Gold and Precious Metals Limited | Oct 5 '26 | 2.67x | +0.3% | +2.38% | 88 |
| ASB | Associated Banc-Corp | Oct 5 '26 | 0.82x | -2.0% | +8.19% | 65 |
| ASIC | Ategrity Specialty Insurance Company Holdings | Oct 5 '26 | 0.29x | +1.0% | n/a | 16 |
| AUB | Auburn Bank | Oct 5 '26 | 0.99x | -2.0% | +5.84% | 63 |
| AVAL | Grupo Aval Acciones y Valores S.A. | Oct 5 '26 | 0.44x | -2.1% | +14.47% | 74 |
| AVBC | Avidia Bancorp, Inc. | Sep 28 '26 | 0.42x | +0.8% | n/a | n/a |
| AX | Axos Financial, Inc. | Oct 5 '26 | 1.18x | -0.6% | +3.61% | 82 |
| AXP | American Express Company | Oct 5 '26 | 3.18x | +0.9% | -2.58% | 63 |
| AXS | AXIS Capital Holdings Limited | Oct 5 '26 | 0.96x | +0.7% | -1.03% | 55 |
| BAC | Bank of America Corporation | Oct 5 '26 | 3.27x | +0.0% | +6.37% | 77 |
| BAM | Brookfield Asset Management Ltd. | Oct 5 '26 | 6.00x | +1.9% | -2.68% | 17 |
| BANC | Banc of California, Inc. | Oct 5 '26 | 1.47x | -2.1% | -2.85% | 65 |
| BAP | Credicorp Ltd. | Oct 5 '26 | 0.67x | +0.1% | +21.87% | 94 |
| BBAR | Banco BBVA Argentina S.A. | Oct 5 '26 | 1.82x | -5.9% | -12.27% | 82 |
| BBD | Banco Bradesco S.A. | Sep 28 '26 | 2.64x | +29.1% | +26.72% | 79 |
| BBDC | Barings BDC, Inc. | Oct 5 '26 | 5.71x | -1.2% | -0.16% | 43 |
| BBDO | Banco Bradesco S.A. | Sep 28 '26 | 2.44x | +28.9% | +29.07% | 77 |
| BBT | Beacon Financial Corporation | Oct 5 '26 | 3.35x | -3.5% | -2.84% | 54 |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | Oct 5 '26 | 1.62x | -4.5% | +20.53% | 97 |
| BCH | Banco de Chile | Oct 5 '26 | 1.80x | -2.2% | +5.23% | 81 |
| BCS | Barclays PLC | Oct 5 '26 | 3.49x | -4.1% | +2.16% | 84 |
| BCSF | Bain Capital Specialty Finance, Inc. | Oct 5 '26 | 6.00x | -3.3% | -15.00% | 51 |
| BEN | Franklin Resources Inc. | Oct 5 '26 | 0.23x | -3.0% | +35.53% | 73 |
| BFH | Bread Financial Holdings, Inc. | Oct 5 '26 | 0.81x | +0.8% | +47.47% | 90 |
| BKU | BankUnited, Inc. | Oct 5 '26 | 1.31x | -2.6% | -3.75% | 65 |
| BLK | BlackRock Inc. | Oct 5 '26 | 0.62x | +0.3% | +7.28% | 73 |
| BLX | Bladex Inc. | Sep 14 '26 | 1.51x | -1.5% | +8.51% | 86 |
| BMA | Banco Macro SA | Oct 5 '26 | 1.68x | -6.6% | -11.39% | 82 |
| BMNR | Bitmine Immersion Technologies, Inc. | Jul 13 '26 | 2.00x | +55.8% | n/a | 8 |
| BMO | Bank of Montreal | Oct 5 '26 | 1.80x | -2.0% | +16.44% | 80 |
| BN | Brookfield Corporation | Oct 5 '26 | 4.25x | +0.1% | -8.69% | 62 |
| BNS | The Bank of Nova Scotia | Oct 5 '26 | 1.10x | -1.5% | +23.68% | 78 |
| BNT | Brookfield Wealth Solutions Ltd. | Oct 5 '26 | 4.34x | -0.3% | -9.63% | 32 |
| BNY | The Bank of New York Mellon Corporation | Oct 5 '26 | 1.89x | -1.0% | +14.91% | 86 |
| BOH | Bank of Hawaii Corporation | Oct 5 '26 | 6.00x | -2.2% | -6.43% | 50 |
| BOW | Bowhead Specialty Holdings Inc. | Jul 20 '26 | 0.14x | +11.4% | +38.83% | 33 |
| BRK.A | Berkshire Hathaway Inc. | Oct 5 '26 | 0.49x | +1.8% | +6.93% | 46 |
| BRO | Brown & Brown | Oct 5 '26 | 4.96x | +3.5% | -7.85% | 58 |
| BSAC | Banco Santander-Chile | Oct 5 '26 | 1.82x | -1.8% | +3.83% | 82 |
| BSBR | Banco Santander (Brasil) S.A. | Sep 28 '26 | 2.13x | +1.9% | +4.34% | 59 |
| BST | BlackRock Science and Technology Trust | Sep 28 '26 | 0.94x | +3.7% | +28.00% | 66 |
| BTX | BlackRock Innovation and Growth Term Trust | Sep 28 '26 | 0.19x | +4.7% | +39.18% | 52 |
| BUR | Burford Capital Limited | Oct 5 '26 | 6.00x | -0.0% | -37.26% | 25 |
| BX | Blackstone Inc. | Oct 5 '26 | 6.00x | +1.3% | -9.08% | 55 |
| BXSL | Blackstone Secured Lending Fund | Oct 5 '26 | 6.00x | +1.2% | -2.48% | 31 |
| BY | Byld Inc. | Sep 28 '26 | 0.83x | -2.2% | +23.19% | 79 |
| C | Citigroup Inc. | Oct 5 '26 | 1.49x | +0.2% | +12.13% | 89 |
| CB | Chubb Limited | Oct 5 '26 | 1.69x | +3.3% | +9.04% | 53 |
| CBAN | CB Financial Services Inc. | Oct 5 '26 | 0.78x | -2.7% | +5.61% | 74 |
| CBNA | Chain Bridge Bancorp, Inc. | Jun 22 '26 | 0.22x | +32.4% | +46.71% | 25 |
| CBU | Community Financial System, Inc. | Oct 5 '26 | 1.23x | -2.6% | -1.48% | 56 |
| CFG | Citizens Financial Group | Oct 5 '26 | 2.60x | -1.4% | +6.89% | 83 |
| CFR | Cullen/Frost Bankers, Inc. | Oct 5 '26 | 0.68x | -2.5% | +12.40% | 72 |
| CIA | Citizens, Inc. | Oct 5 '26 | 1.91x | -3.7% | -20.15% | 68 |
| CIB | Grupo Cibest S.A. | May 18 '26 | 2.20x | +49.3% | +45.83% | 78 |
| CION | CION Investment Corporation | Oct 5 '26 | 6.00x | -0.3% | -6.86% | 35 |
| CM | Canadian Imperial Bank of Commerce | Oct 5 '26 | 0.68x | -1.7% | +4.95% | 84 |
| CNA | CNA Financial Corporation | Oct 5 '26 | 1.23x | +0.0% | +1.04% | 48 |
| CNO | CNO Financial Group, Inc. | Sep 28 '26 | 1.21x | -0.9% | +28.18% | 87 |
| CNS | Cohen & Steers, Inc. | Oct 5 '26 | 5.76x | -6.1% | +5.62% | 60 |
| COF | Capital One | Oct 5 '26 | 6.00x | +1.5% | +2.77% | 69 |
| COPL | Copley Acquisition Corp | Jul 20 '26 | 1.44x | +1.2% | n/a | 8 |
| COSO | CoastalSouth Bancshares, Inc. | Sep 28 '26 | 3.31x | +0.4% | n/a | 16 |
| CPF | Central Pacific Financial Corp. | Oct 5 '26 | 0.71x | -2.5% | +10.13% | 80 |
| CRBG | Corebridge Financial, Inc. | Sep 28 '26 | 0.48x | +1.1% | +27.05% | 48 |
| CRCL | Circle Internet Group, Inc. | Oct 5 '26 | 5.20x | +0.8% | n/a | 16 |
| CRD.A | Crawford & Company | Sep 21 '26 | 0.60x | +2.3% | +22.12% | 83 |
| CRD.B | Crawford & Company | Sep 21 '26 | 0.18x | -4.5% | +20.02% | 72 |
| CUBI | Customers Bancorp, Inc. | Oct 5 '26 | 1.78x | -2.0% | +2.64% | 84 |
| DB | Deutsche Bank Aktiengesellschaft | Oct 5 '26 | 2.70x | -4.6% | +7.24% | 85 |
| DBRG | DigitalBridge Group, Inc. | Sep 14 '26 | 0.90x | +0.6% | n/a | n/a |
| DCOM | Dime Commercial Bancshares, Inc. | Oct 5 '26 | 0.89x | -4.0% | +33.03% | 86 |
| DSL | DoubleLine Income Solutions Fund | Oct 5 '26 | 6.00x | +0.3% | -8.44% | 31 |
| EARN | Ellington Credit Company | Oct 5 '26 | 6.00x | -7.9% | -26.05% | 40 |
| ECC | Eagle Point Credit Company | Oct 5 '26 | 6.00x | -9.7% | -26.49% | 25 |
| EG | Everest Group | Oct 5 '26 | 1.37x | +0.6% | +13.14% | 57 |
| EIG | Employers Holdings, Inc. | Sep 28 '26 | 3.63x | +3.6% | +20.00% | 60 |
| ENVA | Enova International, Inc. | Oct 5 '26 | 1.05x | -1.0% | +24.42% | 93 |
| EQBK | Equity Bancshares, Inc. | Oct 5 '26 | 1.65x | -2.4% | +2.81% | 62 |
| EQH | Equitable Holdings, Inc. | Sep 28 '26 | 0.42x | +1.3% | +26.96% | 80 |
| ESNT | Essent Group Ltd. | Oct 5 '26 | 1.17x | +2.0% | +3.95% | 63 |
| EVR | Evercore Inc. | Sep 28 '26 | 4.96x | +3.2% | -7.04% | 66 |
| FAF | First American Financial Corporation | Oct 5 '26 | 6.00x | -1.8% | -2.70% | 56 |
| FBK | FB Financial Corporation | Oct 5 '26 | 1.31x | -0.6% | -1.18% | 67 |
| FBP | First BanCorp. | Sep 28 '26 | 1.27x | -0.4% | +28.30% | 81 |
| FCF | First Commonwealth Financial Corporation | Oct 5 '26 | 1.16x | -2.9% | +17.48% | 72 |
| FDS | FactSet | Sep 28 '26 | 5.66x | +7.8% | +22.45% | 55 |
| FG | F&G Annuities & Life, Inc. | Oct 5 '26 | 5.26x | -10.8% | -24.65% | 18 |
| FHI | Federated Hermes, Inc. | Oct 5 '26 | 2.72x | -0.3% | +4.94% | 72 |
| FHN | First Horizon Corporation | Oct 5 '26 | 1.11x | -1.6% | +0.93% | 84 |
| FINV | FinVolution Group | Oct 5 '26 | 6.00x | +3.7% | -33.14% | 40 |
| FITB | Fifth Third Bancorp | Oct 5 '26 | 2.81x | -1.0% | +7.66% | 75 |
| FLG | Flagstar Bank, National Association | Oct 5 '26 | 6.00x | -2.7% | -9.05% | 54 |
| FNB | F.N.B. Corporation | Oct 5 '26 | 1.03x | -2.5% | +0.39% | 60 |
| FNF | Fidelity National Financial, Inc. | Oct 5 '26 | 6.00x | -1.3% | -18.37% | 43 |
| FOA | Finance of America Companies Inc. | Oct 5 '26 | 6.00x | -5.7% | -29.74% | 57 |
| FSK | FS KKR Capital Corp. | Oct 5 '26 | 6.00x | -0.8% | -8.95% | 40 |
| GBCI | Glacier Bancorp, Inc. | Oct 5 '26 | 1.57x | -2.1% | -4.36% | 43 |
| GDOT | GuidePoint Ltd. | Oct 5 '26 | 0.93x | +0.3% | +7.27% | 39 |
| GHI | Greystone Housing Impact Investors LP | Oct 5 '26 | 6.00x | -3.7% | -19.75% | 25 |
| GL | Globe Life | Oct 5 '26 | 3.78x | -1.3% | +14.50% | 81 |
| GNW | Genworth Financial, Inc. | Oct 5 '26 | 0.21x | -2.1% | +11.47% | 83 |
| GOLD | Gold.com, Inc. | Oct 5 '26 | 6.00x | -2.8% | +5.62% | 77 |
| GS | Goldman Sachs | Oct 5 '26 | 6.00x | -0.7% | +0.78% | 86 |
| GSBD | Goldman Sachs BDC, Inc. | Oct 5 '26 | 6.00x | -3.3% | -4.96% | 49 |
| HASI | HA Sustainable Infrastructure Capital, Inc. | Oct 5 '26 | 1.16x | +1.4% | +5.04% | 60 |
| HCI | HCI Group, Inc. | Sep 28 '26 | 4.48x | +8.6% | +20.35% | 85 |
| HDB | HDFC Bank Limited | Oct 5 '26 | 5.46x | -0.3% | -15.12% | 51 |
| HG | Hamilton Insurance Group, Ltd. | Sep 28 '26 | 2.99x | +4.6% | +19.39% | 30 |
| HGTY | Hagerty, Inc. | Sep 28 '26 | 0.17x | +5.3% | +31.34% | 52 |
| HIG | Hartford (The) | Oct 5 '26 | 1.33x | +2.3% | -0.95% | 51 |
| HIPO | Hippo Holdings Inc. | Sep 28 '26 | 1.51x | +10.8% | +22.42% | 58 |
| HLI | Houlihan Lokey, Inc. | Oct 5 '26 | 5.06x | +1.4% | -11.59% | 54 |
| HMN | Horace Mann Educators Corporation | Oct 5 '26 | 1.29x | -0.4% | +2.46% | 55 |
| HOMB | Home BancShares, Inc. | Oct 5 '26 | 0.93x | -1.5% | +3.59% | 52 |
| HRTG | Heritage Insurance Holdings, Inc. | Jun 8 '26 | 4.65x | +60.1% | +49.20% | 83 |
| HSBC | HSBC Holdings plc | Oct 5 '26 | 3.08x | -4.9% | +12.50% | 91 |
| HTB | HomeTrust Bancshares, Inc. | Sep 28 '26 | 2.60x | -0.0% | +5.60% | 81 |
| HTGC | Hercules Capital, Inc. | Oct 5 '26 | 2.52x | -1.2% | +3.88% | 58 |
| HTH | Hilltop Holdings Inc. | Oct 5 '26 | 0.47x | -4.2% | +0.74% | 59 |
| HTT | High Templar Tech Limited | Oct 5 '26 | 6.00x | -0.1% | -13.81% | 82 |
| IBN | ICICI Bank Limited | Oct 5 '26 | 2.54x | +0.1% | -0.27% | 43 |
| ICE | Intercontinental Exchange | Oct 5 '26 | 2.08x | +2.2% | +6.07% | 53 |
| IFS | Intercorp Financial Services Inc. | Oct 5 '26 | 0.33x | -1.3% | +19.43% | 92 |
| ING | ING Groep N.V. | Oct 5 '26 | 0.98x | -5.5% | +25.68% | 83 |
| ITUB | Itaú Unibanco Holding S.A. | Sep 28 '26 | 1.86x | +27.3% | +33.25% | 85 |
| IVZ | Invesco | Oct 5 '26 | 0.61x | -4.0% | +23.90% | 81 |
| IX | ORIX Corporation | Oct 5 '26 | 3.14x | -2.1% | +23.98% | 87 |
| JACS | Jackson Acquisition Company II | Sep 8 '26 | 1.37x | +0.7% | n/a | 8 |
| JEF | Jefferies Financial Group Inc. | Oct 5 '26 | 6.00x | -3.9% | -7.65% | 54 |
| JENA | Jena Acquisition Corporation II | Sep 28 '26 | 0.48x | +0.2% | n/a | 8 |
| JPM | JPMorgan Chase & Co. | Oct 5 '26 | 2.01x | +0.0% | +9.95% | 88 |
| JXN | Jackson Financial Inc. | Sep 28 '26 | 0.06x | -1.3% | +30.02% | 49 |
| KB | KB Financial Group Inc. | Oct 5 '26 | 0.01x | -1.8% | +30.02% | 84 |
| KBDC | Kayne Anderson BDC, Inc. | Oct 5 '26 | 3.38x | -2.2% | -9.79% | 23 |
| KEY | KeyCorp | Oct 5 '26 | 3.49x | -1.7% | +1.22% | 69 |
| KKR | KKR & Co. | Oct 5 '26 | 6.00x | +0.8% | -10.37% | 66 |
| KLAR | Klarna Group plc | Sep 28 '26 | 6.00x | +12.4% | n/a | n/a |
| KMPR | Kemper Corporation | Oct 5 '26 | 2.00x | +4.6% | -15.13% | 40 |
| KNSL | Kinsale Capital Group | Oct 5 '26 | 3.76x | +1.8% | -3.50% | 35 |
| KWY | Kingsway Corporation | Oct 5 '26 | 5.16x | -0.6% | -11.36% | 47 |
| L | Loews Corporation | Oct 5 '26 | 2.12x | +0.8% | +0.27% | 48 |
| LAZ | Lazard, Inc. | Oct 5 '26 | 6.00x | +4.1% | -13.01% | 52 |
| LDI | loanDepot, Inc. | Oct 5 '26 | 6.00x | -9.2% | -53.34% | 29 |
| LMND | Lemonade, Inc. | Sep 28 '26 | 6.00x | +4.8% | -10.96% | 86 |
| LNC | Lincoln National Corporation | Oct 5 '26 | 1.57x | -3.1% | +11.00% | 65 |
| LOB | Live Oak Bancshares, Inc. | Oct 5 '26 | 3.47x | -6.3% | +0.58% | 61 |
| LU | Lufax Holding Ltd | Oct 5 '26 | 6.00x | -4.0% | -44.05% | 31 |
| LYG | Lloyds Banking Group plc | Oct 5 '26 | 2.74x | -2.7% | +2.17% | 87 |
| MA | Mastercard Incorporated | Sep 28 '26 | 0.36x | +4.4% | +12.51% | 66 |
| MAIN | Main Street Capital Corporation | Oct 5 '26 | 2.21x | -2.2% | -2.06% | 52 |
| MBI | MBIA Inc. | Sep 28 '26 | 6.00x | +4.8% | -17.60% | 55 |
| MC | Moelis & Company | Oct 5 '26 | 6.00x | +1.8% | -5.65% | 56 |
| MCB | Metropolitan Bank Holding Corp. | Oct 5 '26 | 0.59x | -2.8% | +9.27% | 90 |
| MCO | Moody's Corporation | Oct 5 '26 | 6.00x | +2.8% | +2.09% | 68 |
| MCY | Mercury General Corporation | Sep 28 '26 | 1.60x | +4.4% | +12.66% | 92 |
| MET | MetLife | Sep 28 '26 | 0.46x | +2.7% | +32.13% | 70 |
| MFC | Manulife Financial Corporation | Oct 5 '26 | 0.72x | -1.4% | +15.63% | 79 |
| MFG | Mizuho Financial Group, Inc. | May 18 '26 | 1.72x | +23.3% | +39.83% | 78 |
| MIAX | Miami International Holdings, Inc. | Oct 5 '26 | 5.40x | -11.0% | n/a | n/a |
| MKL | Markel Group Inc. | Oct 5 '26 | 3.36x | +1.7% | -5.07% | 43 |
| MRSH | Marsh McLennan | Oct 5 '26 | 1.41x | +3.5% | +0.20% | 43 |
| MS | Morgan Stanley | Oct 5 '26 | 3.06x | -0.6% | +10.10% | 89 |
| MSCI | MSCI Inc. | Sep 28 '26 | 6.00x | +5.1% | +2.70% | 58 |
| MSDL | Morgan Stanley Direct Lending Fund | Oct 5 '26 | 6.00x | -1.3% | -12.12% | 15 |
| MSIF | MSC Income Fund, Inc. | Oct 5 '26 | 6.00x | +0.5% | n/a | 16 |
| MTB | M&T Bank | Oct 5 '26 | 2.98x | -0.8% | +7.29% | 73 |
| MTG | MGIC Investment Corporation | Oct 5 '26 | 3.23x | +1.0% | +3.12% | 66 |
| MUFG | Mitsubishi UFJ Financial Group, Inc. | May 4 '26 | 0.32x | +26.5% | +37.02% | 80 |
| NBHC | National Bank Holdings Corporation | Oct 5 '26 | 6.00x | -0.2% | -2.69% | 51 |
| NCDL | Nuveen Churchill Direct Lending Corp. | Oct 5 '26 | 6.00x | -1.2% | -15.71% | 23 |
| NIC | Nicolet Bankshares, Inc. | Oct 5 '26 | 0.97x | -1.8% | +22.90% | 84 |
| NMR | Nomura Holdings, Inc. | Oct 5 '26 | 1.84x | -2.2% | +23.65% | 89 |
| NNI | Nelnet, Inc. | Sep 28 '26 | 6.00x | +0.4% | -1.49% | 53 |
| NOAH | Noah Holdings Limited | Oct 5 '26 | 6.00x | -2.2% | -18.58% | 40 |
| NP | Neptune Insurance Holdings Inc. | Oct 5 '26 | 6.00x | +6.2% | n/a | n/a |
| NPB | Northpointe Bancshares, Inc. | Oct 5 '26 | 3.60x | +2.4% | n/a | 16 |
| NTB | The Bank of N.T. Butterfield & Son Limited | Oct 5 '26 | 0.20x | -2.2% | +15.13% | 83 |
| NU | Nu Holdings Ltd. | Sep 28 '26 | 6.00x | +31.0% | +18.38% | 45 |
| NWG | NatWest Group plc | Oct 5 '26 | 3.82x | -3.0% | +10.41% | 94 |
| OBDC | Blue Owl Capital Corporation | Oct 5 '26 | 6.00x | -0.8% | -11.04% | 47 |
| OBK | Origin Bancorp, Inc. | Oct 5 '26 | 0.13x | -3.4% | +42.69% | 78 |
| OFG | OFG Bancorp | Oct 5 '26 | 0.83x | -1.5% | +25.52% | 69 |
| OMF | OneMain Holdings, Inc. | Oct 5 '26 | 6.00x | -0.8% | +1.58% | 69 |
| ONIT | Onity Group Inc. | Oct 5 '26 | 6.00x | -3.9% | -25.10% | 61 |
| OPFI | OppFi Inc. | Oct 5 '26 | 6.00x | -2.0% | -27.20% | 34 |
| OPY | Oppenheimer Holdings Inc. | May 26 '26 | 0.31x | +22.2% | +67.89% | 80 |
| ORI | Old Republic International Corporation | Oct 5 '26 | 4.06x | +0.8% | -3.35% | 42 |
| OSG | Octave Specialty Group, Inc. | Sep 28 '26 | 6.00x | +13.7% | -14.32% | 40 |
| OTF | Blue Owl Technology Finance Corp. | Oct 5 '26 | 6.00x | -0.9% | n/a | 16 |
| OWL | Blue Owl Capital Inc. | Oct 5 '26 | 6.00x | +4.8% | -10.51% | 32 |
| PB | Prosperity Bancshares, Inc. | Oct 5 '26 | 1.24x | -2.3% | -3.30% | 48 |
| PFLT | PennantPark Floating Rate Capital Ltd. | Oct 5 '26 | 6.00x | -2.0% | -15.04% | 40 |
| PFS | Provident Financial Services, Inc. | Oct 5 '26 | 0.91x | -1.8% | +6.45% | 73 |
| PFSI | PennyMac Financial Services, Inc. | Oct 5 '26 | 6.00x | -6.7% | -25.54% | 55 |
| PGR | Progressive Corporation | Sep 28 '26 | 2.30x | +4.4% | +4.63% | 31 |
| PIPR | Piper Sandler Companies | Oct 5 '26 | 6.00x | -1.3% | -13.35% | 63 |
| PJT | PJT Partners Inc. | Oct 5 '26 | 6.00x | -2.8% | -8.25% | 64 |
| PLGO | Pelagos Insurance Capital Limited | Sep 28 '26 | 0.81x | +2.0% | +25.25% | 37 |
| PNC | PNC Financial Services | Oct 5 '26 | 3.12x | -1.0% | +5.96% | 70 |
| PNFP | Pinnacle Financial Partners, Inc. | Sep 28 '26 | 3.42x | +0.4% | +4.37% | 66 |
| PNNT | PennantPark Investment Corporation | Oct 5 '26 | 6.00x | -2.2% | -24.67% | 40 |
| PRI | Primerica, Inc. | Oct 5 '26 | 1.07x | -1.0% | +4.68% | 74 |
| PRU | Prudential Financial | Oct 5 '26 | 2.10x | -0.7% | +11.07% | 56 |
| PSBD | Palmer Square Capital BDC Inc. | Oct 5 '26 | 6.00x | -0.6% | -10.51% | 23 |
| PUK | Prudential plc | Oct 5 '26 | 6.00x | -3.2% | -11.29% | 54 |
| PYPL | PayPal | Sep 21 '26 | 2.85x | +4.3% | +8.45% | 31 |
| RAC | Rithm Acquisition Corp. | Sep 28 '26 | 3.73x | +0.0% | n/a | 16 |
| RDN | Radian Group Inc. | Sep 28 '26 | 4.16x | +2.0% | -0.30% | 57 |
| RF | Regions Financial Corporation | Oct 5 '26 | 3.53x | -0.6% | +1.15% | 71 |
| RGA | Reinsurance Group of America, Incorporated | Sep 21 '26 | 0.42x | +4.5% | +31.33% | 79 |
| RJF | Raymond James Financial | Oct 5 '26 | 0.99x | -1.7% | +3.84% | 54 |
| RKT | Rocket Companies, Inc. | Oct 5 '26 | 6.00x | -2.2% | -18.55% | 64 |
| RLI | RLI Corp. | Oct 5 '26 | 3.86x | -1.5% | -3.62% | 45 |
| RM | Regional Management Corp. | Sep 28 '26 | 6.00x | +10.3% | +0.79% | 59 |
| RNR | RenaissanceRe Holdings Ltd. | Oct 5 '26 | 0.31x | +2.0% | +22.12% | 85 |
| RNST | Renasant Corporation | Oct 5 '26 | 0.97x | -2.1% | +7.99% | 70 |
| RPC | Ridgepost Capital, Inc | Sep 28 '26 | 6.00x | +7.7% | -2.20% | 38 |
| RY | Royal Bank of Canada | Oct 5 '26 | 1.77x | -2.1% | +13.16% | 81 |
| RYAN | Ryan Specialty Holdings, Inc. | Oct 5 '26 | 1.43x | -2.3% | -8.72% | 26 |
| SAN | Banco Santander, S.A. | Oct 5 '26 | 0.23x | -3.9% | +16.80% | 94 |
| SAR | Saratoga Investment Corp. | Oct 5 '26 | 6.00x | -8.2% | -24.17% | 40 |
| SBSI | Southside Bancshares, Inc. | Oct 5 '26 | 2.67x | -1.2% | -2.01% | 45 |
| SBXD | SilverBox Corp IV | Sep 8 '26 | 0.49x | -1.0% | n/a | n/a |
| SCHW | Charles Schwab Corporation | Oct 5 '26 | 2.66x | -1.8% | +4.28% | 78 |
| SCM | Stellus Capital Investment Corporation | Oct 5 '26 | 6.00x | -3.7% | -23.22% | 40 |
| SF | Stifel Financial Corp. | Oct 5 '26 | 6.00x | -0.6% | -3.60% | 60 |
| SFBS | ServisFirst Bancshares, Inc. | Oct 5 '26 | 3.18x | -2.7% | +2.03% | 72 |
| SHG | Shinhan Financial Group Co., Ltd. | Jul 20 '26 | 0.13x | +6.1% | +22.67% | 81 |
| SII | Sprott Inc. | Oct 5 '26 | 6.00x | -1.0% | +3.15% | 91 |
| SLF | Sun Life Financial Inc. | Oct 5 '26 | 0.86x | -2.4% | +24.50% | 76 |
| SLQT | SelectQuote, Inc. | Oct 5 '26 | 6.00x | -13.8% | -54.82% | 25 |
| SMBK | SmartFinancial, Inc. | Sep 28 '26 | 1.06x | +0.2% | +33.78% | 89 |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | Oct 5 '26 | 0.38x | -2.8% | +38.49% | 89 |
| SPGI | S&P Global | Oct 5 '26 | 6.00x | +3.8% | -0.03% | 56 |
| SPMC | Sound Point Meridian Capital, Inc. | Oct 5 '26 | 6.00x | -5.5% | -28.30% | 23 |
| SPNT | SiriusPoint Ltd. | Oct 5 '26 | 0.80x | +0.4% | +18.78% | 88 |
| SSB | SouthState Bank Corporation | Oct 5 '26 | 0.84x | -1.4% | +7.44% | 60 |
| STC | Stewart Information Services Corporation | Oct 5 '26 | 6.00x | -1.2% | -20.17% | 57 |
| STT | State Street Corporation | Oct 5 '26 | 0.67x | -1.2% | +41.15% | 89 |
| SUPV | Grupo Supervielle S.A. | Oct 5 '26 | 1.91x | -4.6% | -16.95% | 84 |
| SYF | Synchrony Financial | Oct 5 '26 | 1.23x | +0.3% | +3.71% | 84 |
| TCBX | Third Coast Bancshares, Inc. | Oct 5 '26 | 0.57x | -4.2% | +8.11% | 51 |
| TD | The Toronto-Dominion Bank | Oct 5 '26 | 2.01x | -2.4% | +12.40% | 77 |
| TFC | Truist Financial | Oct 5 '26 | 3.70x | -0.9% | -1.67% | 52 |
| TFIN | Triumph Financial, Inc. | Oct 5 '26 | 3.67x | +0.4% | +6.93% | 59 |
| THG | The Hanover Insurance Group, Inc. | Sep 28 '26 | 1.96x | +1.5% | +23.39% | 77 |
| TPVG | TriplePoint Venture Growth BDC Corp. | Oct 5 '26 | 4.09x | -2.1% | -8.80% | 40 |
| TRIN | Trinity Capital Inc. | Oct 5 '26 | 1.30x | -2.4% | +10.21% | 33 |
| TRU | TransUnion | Oct 5 '26 | 6.00x | +2.2% | -7.91% | 52 |
| TRV | Travelers Companies (The) | Oct 5 '26 | 0.58x | +2.4% | +28.13% | 78 |
| TSLX | Sixth Street Specialty Lending, Inc. | Oct 5 '26 | 6.00x | -1.5% | -6.41% | 47 |
| TYG | Tortoise Energy Infrastructure Corporation | Oct 5 '26 | 6.00x | +1.6% | -7.04% | 48 |
| UBS | UBS Group AG | Oct 5 '26 | 0.83x | -1.3% | +21.70% | 88 |
| UCB | United Community Banks, Inc. | Oct 5 '26 | 0.88x | -1.8% | +4.95% | 64 |
| UNM | Unum Group | Oct 5 '26 | 0.99x | +2.2% | +21.96% | 85 |
| USB | U.S. Bancorp | Oct 5 '26 | 2.59x | -0.8% | +9.52% | 69 |
| UVE | Universal Insurance Holdings, Inc. | Sep 28 '26 | 0.90x | +8.6% | +39.66% | 96 |
| UWMC | UWM Holdings Corporation | Sep 28 '26 | 6.00x | -12.2% | -56.06% | 25 |
| V | Visa Inc. | Sep 28 '26 | 0.30x | +5.0% | +19.05% | 73 |
| VEL | Velocity Financial, Inc. | Oct 5 '26 | 6.00x | +0.0% | -14.68% | 49 |
| VIRT | Virtu Financial, Inc. | Sep 28 '26 | 5.76x | +10.5% | +59.40% | 93 |
| VOYA | Voya Financial, Inc. | Sep 28 '26 | 1.55x | -1.4% | +34.59% | 76 |
| VRTS | Virtus Investment Partners, Inc. | Oct 5 '26 | 1.49x | -3.7% | -10.11% | 50 |
| WAL | Western Alliance Bancorporation | Oct 5 '26 | 2.89x | -2.7% | -1.97% | 67 |
| WBS | Webster Financial Corporation | Jul 20 '26 | 0.53x | +2.2% | n/a | n/a |
| WD | Walker & Dunlop, Inc. | Oct 5 '26 | 6.00x | -1.2% | -33.37% | 25 |
| WDH | Waterdrop Inc. | Aug 31 '26 | 6.00x | +5.0% | -19.58% | 31 |
| WF | Woori Financial Group Inc. | Oct 5 '26 | 0.01x | -3.1% | +20.93% | 81 |
| WFC | Wells Fargo & Company | Oct 5 '26 | 2.38x | +2.0% | +4.64% | 76 |
| WHG | Westwood Holdings Group, Inc. | Oct 5 '26 | 0.36x | -1.3% | +14.13% | 71 |
| WRB | W. R. Berkley Corporation | Sep 28 '26 | 2.25x | +7.0% | +5.35% | 44 |
| WT | WisdomTree, Inc. | Jun 29 '26 | 1.76x | +33.4% | +83.03% | 80 |
| WTM | White Mountains Insurance Group, Ltd. | Oct 5 '26 | 2.28x | +2.2% | -0.11% | 48 |
| WU | The Western Union Company | Oct 5 '26 | 5.46x | +0.6% | -18.83% | 40 |
| XMPT | Xtreme Financial Corp | Oct 5 '26 | 4.72x | +1.1% | -8.93% | 42 |
| XYF | X Financial | Oct 5 '26 | 6.00x | +3.2% | -7.99% | 62 |
| YRD | Yiren Digital Ltd. | Oct 5 '26 | 6.00x | +5.9% | -43.02% | 40 |