CUSIP: 33767U107 | NYSE | Financial Services · Banks - Regional | Small Cap | 228 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13GBlackRock, Inc. | 2,374,814 | 5.4% | New 5%+ stake | Sep 30, 2026 | 92d ahead of 13F (1,894,135 sh) · +480,679 |
| 13G/ABay Pond Investors (Bermuda) L.P. | 1,797,754 | 4.1% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| 13G/ABay Pond Partners, L.P. | 1,783,121 | 4.0% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| 13G/AMax Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 with Max Alan Hale Trust Agreement U/A/D 6/1/1996 | 1,816,000 | 4.1% | Newly reported | Apr 1, 2026 | No 13F filer matched |
| 13G/AKaren Hale Young Family Irrevocable Trust u/a/d 5/25/2011 with Joyce V Hale Grat FBO Karen H Young Family, JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011, Karen Hale Young Trust U/A/D 2/23/1996 | 1,816,000 | 4.1% | Newly reported | Apr 1, 2026 | No 13F filer matched |
| 13G/ADana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 with JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011, Dana Hale Nelson Trust Agreement U/A/D 12/8/1995 | 1,616,000 | 3.7% | Newly reported | Apr 1, 2026 | No 13F filer matched |
| 13G/ATwin Meadow VHC Trust u/a/d 5/25/2011 with Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003, Mollie Hale Carter Trust Agreement dated 12/19/1995, Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 1,025,450 | 2.3% | Newly reported | Apr 1, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 828,150 | $32.0M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 152,525 | $5.9M | 91.1% | N/A | N/A | New York, NY | 2026-11-04 | |
| 98,843 | $3.8M | 1.5% | GARP | Low | New York, NY | 2026-10-28 | |
| 89,515 | $3.5M | 0.8% | Deep Value | Low | Atlanta, GA | 2026-10-23 | |
| 49,204 | $1.9M | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 32,224 | $1.2M | 0.0% | Yield | Low | Irvine, CA | 2026-11-04 | |
| 19,170 | $743.8K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 14,953 | $577.3K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 14,004 | $540.7K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 12,795 | $494.0K | 0.0% | Value | Very High | Greenwich, CT | 2026-11-02 | |
| 10,000 | $394.8K | 0.3% | Deep Value | Medium | Saint Louis, MO | 2026-10-15 | |
| 8,623 | $332.9K | 0.2% | Core | Low | New York, NY | 2026-10-14 | |
| 8,173 | $315.6K | 0.0% | GARP | Medium | Houston, TX | 2026-11-02 | |
| 8,004 | $309.0K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 7,144 | $275.8K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 1,961 | $75.7K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 1,943 | $75.0K | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 1,439 | $55.6K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 1,241 | $47.9K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 806 | $31.1K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 358 | $13.8K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 273 | $11 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 246 | $9.5K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 197 | $7.6K | 0.0% | Index | Low | Greenwood Village, CO | 2026-10-20 | |
| 140 | $5.4K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 113 | $4.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 100 | $3.9K | 0.0% | Core | Medium | Hilton Head Island, SC | 2026-10-23 | |
| 82 | $3.2K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 46 | $1.8K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 45 | $1.7K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 30 | $1.2K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 29 | $1.1K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 | |
| 28 | $1.1K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 16 | $617 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 14 | $541 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 10 | $386 | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 10 | $386 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 8 | $309 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 6 | $233 | 0.0% | ETF | Very Low | Mesa, AZ | 2026-10-27 | |
| 5 | $193 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 4 | $154 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 3 | $116 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |