Most sold financial services stocks in Q2 2023
See which Financial Services stocks institutional investors trimmed or exited the most in Q2 2023, measured as net reductions in reported share positions from Q1 2023 into Q2 2023. Notable reductions at the top of this list include FIRST REPUBLIC BANK/CA (FRCB), WELLS FARGO & CO (WFC), SCHWAB (CHARLES) CORP (SCHW), SOFI TECHNOLOGIES INC (SOFI). 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 |
|---|---|---|---|---|---|---|---|---|
| FRCB | FIRST REPUBLIC BANK/CA | -8,483,160 | -$6.08M | 0 | 0 | 0 | 3 | 0 |
| WFC | WELLS FARGO & CO | -6,002,914 | $805.69M | 2 | 3 | 10 | 2 | 16 |
| SCHW | SCHWAB (CHARLES) CORP | -5,407,986 | $30.95M | 0 | 6 | 4 | 1 | 12 |
| SOFI | SOFI TECHNOLOGIES INC | -4,429,432 | -$26.25M | 1 | 0 | 0 | 1 | 1 |
| MS | MORGAN STANLEY | -4,346,819 | -$386.80M | 0 | 2 | 2 | 0 | 5 |
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | -3,778,909 | $22.65M | 0 | 5 | 2 | 0 | 7 |
| GL | GLOBE LIFE INC | -3,723,718 | -$422.17M | 1 | 2 | 1 | 0 | 4 |
| FNF | FIDELITY NATIONAL FINANCIAL | -3,519,611 | $18.61M | 1 | 2 | 3 | 1 | 6 |
| FINV | FINVOLUTION GROUP-ADR | -3,248,332 | -$11.10M | 0 | 1 | 1 | 0 | 2 |
| EQH | EQUITABLE HOLDINGS INC | -3,017,701 | -$19.81M | 0 | 1 | 1 | 1 | 3 |
| ALLY | ALLY FINANCIAL INC | -3,015,484 | $23.23M | 0 | 1 | 3 | 0 | 6 |
| KKR | KKR & CO L P DEL | -2,948,031 | $22.54M | 0 | 2 | 4 | 1 | 11 |
| CB | CHUBB LIMITED | -2,884,823 | -$486.33M | 0 | 2 | 2 | 0 | 5 |
| C | CITIGROUP INC | -2,594,245 | -$168.68M | 0 | 3 | 5 | 2 | 11 |
| OMF | ONEMAIN HOLDINGS INC | -2,042,627 | -$31.75M | 0 | 1 | 1 | 1 | 2 |
| V | VISA INC-CLASS A SHARES | -2,034,535 | $459.38M | 0 | 11 | 14 | 1 | 30 |
| USB | US BANCORP | -1,952,058 | -$46.73M | 1 | 4 | 8 | 0 | 13 |
| AIG | AMERICAN INTERNATIONAL GROUP | -1,944,390 | -$13.38M | 0 | 1 | 2 | 0 | 5 |
| BK | BANK OF NEW YORK MELLON CORP | -1,912,147 | -$139.70M | 1 | 3 | 7 | 0 | 12 |
| WU | WESTERN UNION CO | -1,666,701 | $2.90M | 0 | 2 | 0 | 1 | 2 |
| WRB | WR BERKLEY CORP | -1,158,678 | -$51.92M | 2 | 1 | 2 | 0 | 6 |
| BRO | BROWN & BROWN INC | -1,038,818 | $12.34M | 0 | 0 | 2 | 1 | 2 |
| BN | BROOKFIELD CORP | -1,003,800 | $11.83M | 0 | 3 | 2 | 1 | 7 |
| JFR | NUVEEN FLOATING RATE INCOME | -991,759 | -$8.13M | 0 | 0 | 0 | 1 | 0 |
| CCAP | CRESCENT CAPITAL BDC INC | -977,381 | -$10.17M | 0 | 0 | 0 | 1 | 1 |
| HBAN | HUNTINGTON BANCSHARES INC | -844,054 | -$9.68M | 0 | 0 | 2 | 1 | 2 |
| LPLA | LPL FINANCIAL HOLDINGS INC | -828,252 | -$147.31M | 0 | 2 | 1 | 1 | 3 |
| LNC | LINCOLN NATIONAL CORP | -787,530 | $14.52M | 0 | 1 | 2 | 0 | 3 |
| SLQT | SELECTQUOTE INC | -698,513 | -$1.68K | 0 | 0 | 1 | 0 | 1 |
| ARES | ARES MANAGEMENT CORP - A | -622,447 | -$7.08M | 0 | 0 | 3 | 0 | 4 |
| AFL | AFLAC INC | -618,476 | -$14.74M | 0 | 1 | 1 | 1 | 3 |
| MA | MASTERCARD INC - A | -572,979 | $619.76M | 1 | 8 | 8 | 2 | 23 |
| MSCI | MSCI INC | -551,253 | -$389.37M | 1 | 1 | 1 | 0 | 4 |
| BGB | BLACKSTONE STRATEGIC CREDIT | -512,113 | -$5.45M | 0 | 0 | 0 | 1 | 0 |
| HOPE | HOPE BANCORP INC | -480,589 | -$7.16M | 1 | 0 | 2 | 0 | 4 |
| GNW | GENWORTH FINANCIAL INC | -473,862 | $1.44M | 0 | 2 | 0 | 1 | 2 |
| CBOE | CBOE GLOBAL MARKETS INC | -464,260 | -$54.09M | 0 | 0 | 2 | 0 | 2 |
| AXP | AMERICAN EXPRESS CO | -454,977 | $1.43B | 0 | 1 | 8 | 1 | 15 |
| ONB | OLD NATIONAL BANCORP | -442,368 | -$9.34M | 1 | 1 | 2 | 0 | 4 |
| VVR | INVESCO SENIOR INCOME TRUST | -433,373 | -$519.52K | 0 | 0 | 1 | 0 | 2 |
| MCO | MOODY'S CORP | -417,069 | $1.74B | 0 | 6 | 2 | 1 | 16 |
| PB | PROSPERITY BANCSHARES INC | -370,196 | -$9.09M | 0 | 0 | 1 | 1 | 2 |
| CM | CAN IMPERIAL BK OF COMMERCE | -364,158 | $29.10K | 0 | 1 | 1 | 0 | 3 |
| RY | ROYAL BANK OF CANADA | -358,634 | -$123.72K | 0 | 0 | 2 | 0 | 2 |
| GLLI | GLOBALINK INVESTMENT INC | -350,000 | -$3.64M | 0 | 0 | 0 | 1 | 0 |
| FUTU | FUTU HOLDINGS LTD-ADR | -345,927 | -$238.05K | 0 | 0 | 1 | 1 | 1 |
| CFFN | CAPITOL FEDERAL FINANCIAL IN | -330,784 | -$4.64K | 0 | 0 | 1 | 0 | 1 |
| NDAQ | NASDAQ INC | -323,900 | -$22.23K | 0 | 0 | 1 | 0 | 1 |
| TRV | TRAVELERS COS INC/THE | -301,869 | -$65.86M | 0 | 2 | 3 | 1 | 8 |
| ALL | ALLSTATE CORP | -298,031 | -$254.95K | 0 | 1 | 3 | 0 | 5 |
Frequently asked questions about Most sold financial services stocks in Q2 2023
What are the most sold Financial Services stocks in Q2 2023?
The most sold financial services stocks in Q2 2023 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q1 2023, based on SEC 13F filings.
Which financial services stocks did institutional investors trimmed or exited the most in Q2 2023?
Among the managers we track, net reductions were largest in companies such as FIRST REPUBLIC BANK/CA (FRCB), WELLS FARGO & CO (WFC), SCHWAB (CHARLES) CORP (SCHW), 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 Q1 2023).
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.