Most sold financial services stocks in Q1 2023
See which Financial Services stocks institutional investors trimmed or exited the most in Q1 2023, measured as net reductions in reported share positions from Q4 2022 into Q1 2023. Notable reductions at the top of this list include BANK OF NEW YORK MELLON CORP (BK), US BANCORP (USB), WELLS FARGO & CO (WFC), SCHWAB (CHARLES) CORP (SCHW). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| BK | BANK OF NEW YORK MELLON CORP | -23,829,754 | -$1.03B | 0 | 5 | 5 | 1 | 11 |
| USB | US BANCORP | -14,603,542 | -$646.98M | 0 | 5 | 7 | 2 | 12 |
| WFC | WELLS FARGO & CO | -13,145,214 | -$1.08B | 1 | 5 | 9 | 3 | 16 |
| SCHW | SCHWAB (CHARLES) CORP | -8,959,613 | -$4.12B | 3 | 5 | 4 | 2 | 13 |
| PYPL | PAYPAL HOLDINGS INC | -8,038,643 | -$388.29M | 0 | 4 | 3 | 0 | 8 |
| BN | BROOKFIELD CORP | -7,072,776 | -$176.91M | 0 | 4 | 2 | 1 | 8 |
| BRK-B | BERKSHIRE HATHAWAY INC-CL B | -5,664,744 | -$1.59B | 0 | 5 | 13 | 1 | 29 |
| AIG | AMERICAN INTERNATIONAL GROUP | -4,921,545 | -$487.94M | 0 | 2 | 2 | 1 | 5 |
| AXP | AMERICAN EXPRESS CO | -3,542,926 | $2.10B | 0 | 4 | 7 | 0 | 16 |
| MA | MASTERCARD INC - A | -2,744,655 | -$415.43M | 2 | 4 | 15 | 0 | 24 |
| V | VISA INC-CLASS A SHARES | -2,469,899 | $1.07B | 1 | 6 | 20 | 0 | 31 |
| MS | MORGAN STANLEY | -2,445,979 | -$189.91M | 0 | 2 | 2 | 1 | 5 |
| IBN | ICICI BANK LTD-SPON ADR | -1,948,644 | $16.42M | 0 | 5 | 3 | 0 | 8 |
| CLSK | CLEANSPARK INC | -1,741,030 | -$3.39K | 0 | 0 | 1 | 0 | 1 |
| BX | BLACKSTONE INC | -1,644,332 | $1.74M | 0 | 3 | 1 | 1 | 4 |
| KEY | KEYCORP | -1,590,042 | -$36.22M | 0 | 0 | 2 | 0 | 2 |
| WRB | WR BERKLEY CORP | -1,588,165 | -$136.95M | 0 | 1 | 2 | 0 | 4 |
| OBDC | BLUE OWL CAPITAL CORP | -1,300,857 | -$15.03K | 0 | 0 | 0 | 1 | 0 |
| FUTU | FUTU HOLDINGS LTD-ADR | -1,255,973 | $172.84K | 1 | 0 | 1 | 0 | 2 |
| CG | CARLYLE GROUP INC/THE | -1,168,181 | $6.85M | 0 | 1 | 2 | 0 | 3 |
| TRV | TRAVELERS COS INC/THE | -1,125,084 | -$222.21M | 1 | 2 | 4 | 1 | 9 |
| BXSL | BLACKSTONE SECURED LENDING F | -975,700 | -$21.81K | 0 | 0 | 0 | 1 | 0 |
| BCS | BARCLAYS PLC-SPONS ADR | -822,400 | $1.10M | 0 | 3 | 1 | 2 | 4 |
| FCT | FIRST TRUST SNR FL RT INC II | -809,115 | -$7.71K | 0 | 0 | 0 | 1 | 0 |
| HOPE | HOPE BANCORP INC | -777,183 | -$17.72M | 0 | 1 | 1 | 0 | 3 |
| AON | Aon Plc | -711,756 | -$72.76M | 0 | 1 | 5 | 1 | 7 |
| AMP | AMERIPRISE FINANCIAL INC | -706,488 | -$224.59M | 0 | 1 | 2 | 0 | 4 |
| ORI | OLD REPUBLIC INTL CORP | -704,959 | -$25.43M | 0 | 2 | 1 | 1 | 4 |
| ACT | ENACT HOLDINGS INC | -697,197 | -$16.82M | 0 | 0 | 0 | 1 | 1 |
| AFL | AFLAC INC | -666,806 | -$6.46M | 0 | 2 | 1 | 0 | 4 |
| VVR | INVESCO SENIOR INCOME TRUST | -666,627 | $24.75M | 0 | 0 | 1 | 0 | 2 |
| CIFR | CIPHER MINING INC | -645,200 | -$361 | 0 | 0 | 0 | 1 | 0 |
| HIG | HARTFORD FINANCIAL SVCS GRP | -604,213 | -$289.58K | 0 | 0 | 1 | 1 | 1 |
| BRKH | BURTECH ACQUISITION CORP-A | -600,000 | -$6.10K | 0 | 0 | 0 | 1 | 0 |
| LPRO | OPEN LENDING CORP | -592,700 | -$3.75K | 0 | 0 | 1 | 0 | 1 |
| BEN | FRANKLIN RESOURCES INC | -565,500 | $545.08K | 0 | 0 | 0 | 1 | 1 |
| TRU | TRANSUNION | -548,494 | -$29.44K | 0 | 0 | 1 | 0 | 1 |
| BNS | BANK OF NOVA SCOTIA | -496,068 | $433.38K | 0 | 1 | 0 | 1 | 2 |
| BMO | BANK OF MONTREAL | -433,431 | -$25.03K | 0 | 1 | 0 | 1 | 2 |
| GS | GOLDMAN SACHS GROUP INC | -397,851 | -$418.60M | 1 | 3 | 7 | 0 | 11 |
| JEF | JEFFERIES FINANCIAL GROUP IN | -388,802 | -$14.27M | 0 | 0 | 1 | 1 | 2 |
| TROW | T ROWE PRICE GROUP INC | -371,523 | -$1.38M | 0 | 3 | 2 | 1 | 6 |
| PUK | PRUDENTIAL PLC-ADR | -364,624 | -$8.35M | 0 | 1 | 2 | 0 | 3 |
| CASH | PATHWARD FINANCIAL INC | -362,073 | -$16.20M | 0 | 0 | 1 | 0 | 1 |
| IBKR | INTERACTIVE BROKERS GRO-CL A | -359,587 | $52.18M | 2 | 1 | 3 | 0 | 7 |
| HSBC | HSBC HOLDINGS PLC-SPONS ADR | -350,188 | $116.23K | 0 | 1 | 2 | 0 | 3 |
| EQH | EQUITABLE HOLDINGS INC | -341,367 | -$126.01M | 0 | 2 | 1 | 0 | 4 |
| VOYA | VOYA FINANCIAL INC | -330,604 | $23.01M | 0 | 0 | 1 | 1 | 1 |
| ALLY | ALLY FINANCIAL INC | -329,204 | $208.18M | 0 | 1 | 2 | 0 | 6 |
| ONB | OLD NATIONAL BANCORP | -310,971 | -$28.91M | 0 | 0 | 2 | 1 | 3 |
Frequently asked questions about Most sold financial services stocks in Q1 2023
What are the most sold Financial Services stocks in Q1 2023?
The most sold financial services stocks in Q1 2023 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q4 2022, based on SEC 13F filings.
Which financial services stocks did institutional investors trimmed or exited the most in Q1 2023?
Among the managers we track, net reductions were largest in companies such as BANK OF NEW YORK MELLON CORP (BK), US BANCORP (USB), WELLS FARGO & CO (WFC), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 2022).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.