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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
651
PCA
PL Capital Advisors
Florida
$634K $0 1 0.15% Maintained
652
CICI
Capital Investment Counsel Inc
North Carolina
$629K +$126K 1 0.17% Increased
653
TC
TwinBeech Capital
New York
$624K +$274K 1 0.09% Increased
654
Bessemer Group
Bessemer Group
New Jersey
$618K +$16.3K 1 0% Increased
655
CWA Asset Management Group
CWA Asset Management Group
Florida
$618K $0 1 0.06% Maintained
656
Diversified Trust
Diversified Trust
Tennessee
$617K -$306K 2 0.02% Reduced
657
NP
Ninepoint Partners
Ontario, Canada
$615K $0 1 0.24% Maintained
658
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$614K +$157K 1 0.09% Increased
659
DC
Diametric Capital
Massachusetts
$604K +$343K 1 0.46% Increased
660
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$591K +$350K 8 0.01% Increased
661
Rockefeller Capital Management
Rockefeller Capital Management
New York
$591K +$395K 6 0% Increased
662
AP
Atlas Principals
North Carolina
$578K +$461K 1 0.21% New
663
OCM
Orion Capital Management
California
$578K -$45K 1 0.4% Reduced
664
M&T Bank
M&T Bank
New York
$576K -$114K 1 0% Reduced
665
IRF
IBM Retirement Fund
New York
$575K -$44.7K 1 0.04% Reduced
666
GSEP
Golden State Equity Partners
California
$562K -$13.4K 1 0.32% Reduced
667
SXL
Summit X LLC
Missouri
$562K +$521K 1 0.15% New
668
CCM
Corsair Capital Management
New York
$553K +$133K 2 0.12% Increased
669
AIM
Allen Investment Management
New York
$552K $0 1 0.01% Maintained
670
FMT
First Mercantile Trust
Tennessee
$549K -$23.5K 3 0.06% Reduced
671
Profund Advisors
Profund Advisors
Maryland
$544K -$46.1K 2 0.02% Reduced
672
AE Wealth Management
AE Wealth Management
Kansas
$542K +$280K 2 0.01% Increased
673
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$541K +$25.9K 1 0% Increased
674
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$529K +$287K 2 0.01% Increased
675
SFA
Souders Financial Advisors
Ohio
$527K +$557K 1 0.21% New