← All themes Digital Payments & Fintech

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
1251
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$75.7K 1 0.01% New
1252
PFBT
Parkside Financial Bank & Trust
Missouri
$70.9K -$13.9K 7 0.01% Reduced
1253
MCM
MV Capital Management
Maryland
$70.4K +$414 3 0.01% Increased
1254
Westwood Holdings Group
Westwood Holdings Group
Texas
$70.4K +$75.1K 1 0% New
1255
AMG
Advisors Management Group
Wisconsin
$70K +$75.1K 1 0.02% New
1256
MHR
Matthew Hamilton Rosenberg
$69.4K $0 1 0.02% Maintained
1257
SAF
Smith Anglin Financial
Texas
$69.4K +$1.41K 1 0.01% Increased
1258
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$69.1K +$3.17K 1 0% Increased
1259
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$69K +$75.4K 1 0% New
1260
G
Gainplan
Michigan
$68.1K -$1.41K 1 0.03% Reduced
1261
SCM
Stevens Capital Management
Pennsylvania
$68K +$72.7K 1 0.02% New
1262
WFPG
Waller Financial Planning Group
Ohio
$67.9K +$72.5K 1 0.02% New
1263
FA
Financial Avengers
California
$67.7K $0 1 0.04% Maintained
1264
PTC
Private Trust Company
Ohio
$67.6K -$35 3 0.01% Reduced
1265
SB
Strategic Blueprint
Georgia
$67K -$3.64K 1 0% Reduced
1266
RB
Richmond Brothers
Michigan
$66.6K +$71.1K 1 0.13% New
1267
TS
Tamar Securities
California
$66.3K +$70.7K 1 0.01% New
1268
KWM
Keebeck Wealth Management
Illinois
$66.1K $0 1 0.01% Maintained
1269
OHWP
Oak Harbor Wealth Partners
North Carolina
$66.1K -$70.5K 1 0.02% Reduced
1270
SP
SIH Partners
Delaware
$64.7K +$104K 1 0.06% New
1271
CMBA
C.M. Bidwell & Associates
Hawaii
$63K +$56.4K 3 0.04% Increased
1272
NS
NBC Securities
Alabama
$63K +$78 2 0.01% Increased
1273
Principal Securities
Principal Securities
Iowa
$62.4K +$3.11K 6 0% Increased
1274
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.8K $0 2 0.01% Maintained
1275
OCM
Orion Capital Management
California
$61.2K -$151K 1 0.03% Reduced