| BRK.B | Berkshire Hathaway Inc. Insurance - Diversified | US / NYSE | Financials | $476 | 1T | 14.2x | +10.5% | -8.2% | Buy$550 · +15.7% |
| JPM | JPMorgan Chase & Co. Banks - Diversified | US / NYSE | Financials | $302 | 809.5B | 14.5x | +16.5% | +23.5% | Reduce$263 · -14.1% |
| V | Visa Inc. Credit Services | US / NYSE | Financials | $319 | 600.6B | 27.8x | +60.3% | -8.2% | Strong Buy$402 · +25.1% |
| MA | Mastercard Incorporated Credit Services | US / NYSE | Financials | $495 | 437.8B | 28.7x | +232.1% | -12.0% | Strong Buy$670 · +34.7% |
| BAC | Bank of America Corporation Banks - Diversified | US / NYSE | Financials | $51.31 | 364.1B | 12.7x | +10.6% | +28.2% | Reduce$45.55 · -13.3% |
| MS | Morgan Stanley Capital Markets | US / NYSE | Financials | $193 | 304.6B | 17.5x | +16.4% | +66.0% | Sell$128 · -33.7% |
| GS | The Goldman Sachs Group, Inc. Capital Markets | US / NYSE | Financials | $936 | 287.1B | 17.1x | +14.5% | +73.2% | Sell$628 · -32.9% |
| WFC | Wells Fargo & Company Banks - Diversified | US / NYSE | Financials | $75.64 | 231.5B | 11.7x | +12.0% | +6.2% | Hold$71.45 · -8.3% |
| AXP | American Express Company Credit Services | US / NYSE | Financials | $316 | 215.6B | 19.7x | +34.4% | +15.6% | Reduce$254 · -19.8% |
| C | Citigroup Inc. Banks - Diversified | US / NYSE | Financials | $126 | 214.1B | 15.6x | +7.6% | +82.8% | Sell$87.05 · -33.2% |
| BLK | BlackRock, Inc. Asset Management | US / NYSE | Financials | $1,085 | 176.7B | 27.2x | +11.9% | +20.3% | Sell$670 · -38.2% |
| SCHW | The Charles Schwab Corporation Capital Markets | US / NYSE | Financials | $88.61 | 154.1B | 17.6x | +19.1% | +7.2% | Hold$80.95 · -8.6% |
| BX | Blackstone Inc. Asset Management | US / NYSE | Financials | $124 | 152.3B | 31.8x | +29.5% | -5.8% | Hold$126 · +1.7% |
| SPGI | S&P Global Inc. Financial Data & Stock Exchanges | US / NYSE | Financials | $420 | 124.3B | 26.6x | +13.9% | -16.3% | Buy$467 · +11.2% |
| CB | Chubb Limited Insurance - Property & Casualty | US / NYSE | Financials | $320 | 124B | 11.3x | +15.4% | +11.5% | Hold$297 · -7.0% |
| COF | Capital One Financial Corporation Credit Services | US / NYSE | Financials | $189 | 117.9B | 44.1x | +3.3% | +3.0% | Buy$221 · +16.4% |
| BK | The Bank of New York Mellon Corporation Banks - Diversified | US / NYSE | Financials | $131 | 89.6B | 16.2x | +13.5% | +58.4% | Reduce$98.39 · -24.8% |
| COIN | Coinbase Global, Inc. Financial Data & Stock Exchanges | US / NASDAQ | Financials | $201 | 53B | 70.3x | +6.7% | +2.3% | Sell$126 · -37.6% |
| PYPL | PayPal Holdings, Inc. Credit Services | US / NASDAQ | Financials | $45.37 | 40B | 8.5x | +25.1% | -33.6% | Strong Buy$100 · +120.6% |
