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HaveNots Longs '25: AltFin & Regional Banks
13 tickers · $171.81B total market cap
Group: HaveNots Longs
This basket targets companies that facilitate credit access and financial services to the lower and middle-income economy—including fintech platforms, subprime lenders, credit bureaus, and regional banks. The thesis hinges on a cyclical rebound in transaction activity, housing turnover at the low end, and stabilization of credit performance among subprime and near-prime borrowers.
HaveNots Longs '25: AltFin & Regional Banks tracks 13 publicly listed stocks in this theme. Sample tickers: BFH, BLND, CMA, EFX, EZPW, FCFS, FITB, OMF, RF, RKT, SOFI, TREE, and 1 more. Use the table below for the full list.
Thesis update: 2025-04-07
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Rocket Companies, Inc.RKT | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.36% | 7.10% | -22.21% | -19.25% | $36.83B | 7.6923 |
Fifth Third BancorpFITB | 04/17/2026 (BMO) | 04/17/2026 (BMO) | 7.53% | 1.66% | -6.32% | -5.44% | $33.88B | 7.6923 |
Regions Financial CorporationRF | 04/17/2026 (BMO) | 04/17/2026 (BMO) | -2.63% | 0.75% | 0.54% | -4.57% | $23.02B | 7.6923 |
SoFi Technologies, Inc.SOFI | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -6.36% | -12.31% | -19.51% | -5.40% | $20.03B | 7.6923 |
Equifax Inc.EFX | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 8.05% | -9.97% | -1.64% | -9.97% | $19.81B | 7.6923 |
Comerica IncorporatedCMA | 01/20/2026 (BMO) | — | 7.63% | — | -10.06% | — | $11.35B | 7.6923 |
FirstCash Holdings, IncFCFS | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 5.82% | 6.50% | 13.03% | 3.13% | $9.86B | 7.6923 |
OneMain Holdings, Inc.OMF | 05/01/2026 (AMC) | 05/01/2026 (AMC) | -1.04% | -3.71% | -8.19% | -6.52% | $6.27B | 7.6923 |
UWM Holdings CorporationUWMC | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -0.22% | -1.46% | -24.62% | -13.61% | $4.43B | 7.6923 |
Bread Financial Holdings, Inc.BFH | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 6.36% | -6.79% | 27.43% | -1.52% | $3.47B | 7.6923 |
EZCORP, Inc.EZPW | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 16.71% | -1.59% | 30.47% | -2.89% | $1.96B | 7.6923 |
LendingTree, Inc.TREE | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 25.10% | -19.78% | 3.49% | -8.45% | $505.8M | 7.6923 |
Blend Labs, Inc.BLND | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -1.23% | -13.75% | 0.62% | 7.25% | $401.1M | 7.6923 |
| Average | 5.24% | -4.45% | -1.30% | -5.60% | $13.22B | 7.6923 | ||
| Median | 5.82% | -2.65% | -1.64% | -5.42% | $9.86B | 7.6923 | ||
| Std Dev | 8.15% | 7.93% | 16.48% | 6.74% | $11.95B | 0.0% | ||
| Min | -6.36% | -19.78% | -24.62% | -19.25% | $401.1M | 7.6923 | ||
| Max | 25.10% | 7.10% | 30.47% | 7.25% | $36.83B | 7.6923 | ||
| % Positive Tickers | 61.54% | 33.33% | 46.15% | 16.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.