Most sold financial services stocks in Q4 2024

Discover which Financial Services stocks institutional investors trimmed or exited the most over Q4 2024 versus the prior calendar quarter in our filings. Notable reductions at the top of this list include BANK OF AMERICA CORP (BAC), CITIGROUP INC (C), TRUIST FINANCIAL CORP (TFC), BANCO BRADESCO-ADR (BBD). These rankings aggregate SEC 13F filings from all institutional investors in our database.

Net share decreases

Top symbols by net quarter-over-quarter share change (decreases).

Most sold stocks

Net quarter-over-quarter share reductions across all institutional filers.

Symbol Name Net shares Net value New Added Trimmed Sold out Holding now
BAC BANK OF AMERICA CORP -139,980,280 -$2.1B 5 9 16 1 34
C CITIGROUP INC -42,555,902 -$2.2B 5 7 11 0 26
TFC TRUIST FINANCIAL CORP -25,408,413 -$1.1B 3 7 6 0 16
BBD BANCO BRADESCO-ADR -20,418,190 -$92.1M 0 3 2 1 6
WFC WELLS FARGO & CO -18,894,521 $412.3M 5 10 14 1 32
EQH EQUITABLE HOLDINGS INC -11,562,771 -$408.8M 0 1 5 0 6
USB US BANCORP -8,449,713 -$298.5M 3 4 12 0 19
SOFI SOFI TECHNOLOGIES INC -8,145,101 $61.0M 3 2 4 1 9
BK BANK OF NEW YORK MELLON CORP -7,258,823 -$201.1M 3 4 6 0 15
BRK-B BERKSHIRE HATHAWAY INC-CL B -6,548,105 -$3.2B 9 16 16 1 51
KKR KKR & CO L P DEL -4,387,208 -$282.9M 4 6 8 0 19
ITUB ITAU UNIBANCO H-SPON PRF ADR -3,277,569 -$73.2M 3 3 2 1 10
NAVI NAVIENT CORP -3,269,291 -$54.2M 0 0 2 1 3
STT STATE STREET CORP -2,648,538 -$134.5M 4 4 3 0 12
APO APOLLO GLOBAL MANAGEMENT INC -2,304,940 $605.3M 1 5 3 1 10
V VISA INC-CLASS A SHARES -2,061,876 $1.9B 9 18 16 0 57
GS GOLDMAN SACHS GROUP INC -1,798,411 -$509.8M 7 5 12 0 24
HOOD ROBINHOOD MARKETS INC - A -1,607,080 $317.6M 3 5 3 0 11
IBKR INTERACTIVE BROKERS GRO-CL A -1,561,829 $72.9M 0 2 8 0 10
CG CARLYLE GROUP INC/THE -1,550,575 $10.7M 2 2 3 0 7
FINV FINVOLUTION GROUP-ADR -1,545,731 -$7.8M 0 0 2 0 2
CNO CNO FINANCIAL GROUP INC -1,399,404 -$42.4M 0 0 2 0 2
JEF JEFFERIES FINANCIAL GROUP IN -1,245,679 -$66.2M 0 1 2 2 5
PGR PROGRESSIVE CORP -1,232,776 -$425.1M 3 8 7 2 19
LX LEXINFINTECH HOLDINGS L-ADR -1,204,700 -$2.5M 0 0 1 0 1
CME CME GROUP INC -1,133,064 -$196.6M 7 6 5 0 19
MA MASTERCARD INC - A -1,114,332 $172.1M 9 13 12 0 47
BRO BROWN & BROWN INC -1,093,487 -$119.8M 5 1 5 0 12
BFH BREAD FINANCIAL HOLDINGS INC -1,081,601 $15.6M 1 2 5 0 8
RKT ROCKET COS INC-CLASS A -1,073,568 -$34.4M 0 1 1 0 2
PRAA PRA GROUP INC -1,039,467 -$24.3M 0 1 1 0 2
LAZ LAZARD INC -924,868 -$40.4M 0 0 2 1 3
AIG AMERICAN INTERNATIONAL GROUP -813,200 -$60.5M 4 4 4 1 14
CLSK CLEANSPARK INC -753,001 -$7.1M 1 2 0 3 3
COLB COLUMBIA BANKING SYSTEM INC -698,034 -$16.8M 2 1 1 0 4
ARES ARES MANAGEMENT CORP - A -642,871 -$52.3M 2 4 2 0 9
UNM UNUM GROUP -626,228 $5.7M 0 1 4 0 6
PRI PRIMERICA INC -570,390 -$145.1M 0 2 1 0 3
HUT HUT 8 CORP -541,190 -$869.2K 0 0 2 0 2
FGF FUNDAMENTAL GLOBAL INC -528,791 -$555.2K 0 0 0 1 0
FHN FIRST HORIZON CORP -527,124 -$2.7M 0 2 2 1 4
ALL The Allstate Corporation -512,108 -$85.9M 3 4 7 0 17
EARN ELLINGTON CREDIT CO -490,285 -$3.6M 1 0 1 0 2
JXN JACKSON FINANCIAL INC-A -479,113 -$51.0M 1 2 4 1 8
WRB WR BERKLEY CORP -459,571 -$21.8M 2 1 4 0 12
DFS DISCOVER FINANCIAL SERVICES -450,543 $102.9M 5 2 6 0 14
MSCI MSCI INC -441,962 -$213.1M 3 4 3 3 14
PYPL PAYPAL HOLDINGS INC -430,099 $31.6M 4 4 14 0 27
MCO MOODY'S CORP -415,551 -$235.7M 1 10 7 0 26
NWG NATWEST GROUP PLC -SPON ADR -408,048 -$3.1M 0 1 2 1 3