Feed / Theme
Confirmed

Diversified Financial Services

9 names are moving together; 56% are participating in the current session.

7 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
TBBKThe Bancorp, Inc.Financial Services+1.5%1/26 observed active sessions
COFCapital One Financial CorporatiFinancial Services+2.0%3/26 observed active sessions
SYFSynchrony FinancialFinancial Services+1.6%7/26 observed active sessions
OMFOneMain Holdings, Inc.Financial Services+1.3%12/26 observed active sessions
ENVAEnova International, Inc.Financial Services-0.3%15/26 observed active sessions
ALLYAlly Financial Inc.Financial Services+2.1%7/26 observed active sessions
MCMoelis & CompanyFinancial Services+0.2%7/26 observed active sessions
SLMSLM CorporationFinancial Services+2.8%5/26 observed active sessions
BFHBread Financial Holdings, Inc.Financial Services+1.3%12/26 observed active sessions

Why we believe this

Cohort

9 names

Participation

56% this session

Observed history

85 daily builds

Filing coverage

9/9 members

credit / rates affecting interest expense

The decreases for the three months and six months ended June 30, 2026, were primarily due to higher interest expense, higher provision for credit losses, and higher total noninterest expense, which were partially offset by higher total financing revenue and other interest income.

ALLY 10-Q

credit / rates

The change was primarily attributable to net cash inflows related to short-term borrowings of $3.8 billion, partially offset by a net decrease in deposits of $342 million.

ALLY 10-Q

restructuring

The decrease for the six months ended June 30, 2026, was primarily driven by the impairment of goodwill associated with the sale of Ally Credit Card during the six months ended June 30, 2025.

ALLY 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

POWW

SYFcustomer · Current intraday read unavailable

Filing receipt · POWW / SYF

Installment Loans We originate secured installment loans to consumers (and a limited number of commercial customers) in the United States, primarily for power products i…

SYF · customer
KMX

ALLYdistributor · Not moving with the group now

Filing receipt · KMX / ALLY

Our non-OEM-franchised dealers and automotive retailers include used-vehicle-only retailers with a national presence, such as CarMax and EchoPark, as well as primarily o…

ALLY · distributor
PYPL

SYFpartner · Not moving with the group now

Filing receipt · PYPL / SYF

Our Digital sales platform includes key partners delivering digital payment solutions, such as PayPal, including our Venmo program, online marketplaces, such as Amazon,…

SYF · partner
MA

TBBKdistributor · Not moving with the group now

Filing receipt · MA / TBBK

Other risks related to prepaid cards include competition for prepaid, debit and other payment mediums, possible changes in the rules of networks, such as Visa and Master…

TBBK · distributor
WMT

SYFpartner · Not moving with the group now

Filing receipt · WMT / SYF

Our Diversified & Value sales platform is comprised of six large retail partners: Belk, Fleet Farm, JCPenney, Sam's Club, TJX Companies, Inc.

SYF · partner

History

2026-07-15 → 2026-08-038 observed active sessions · 0% of active names held across the episode
2026-07-07 → 2026-07-093 observed active sessions · 10% of active names held across the episode
2026-06-24 → 2026-07-027 observed active sessions · 0% of active names held across the episode
2026-06-171 observed active session · 100% of active names held across the episode
2026-06-01 → 2026-06-053 observed active sessions · 0% of active names held across the episode
2026-05-18 → 2026-05-203 observed active sessions · 0% of active names held across the episode
2026-04-291 observed active session · 100% of active names held across the episode