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Ranks 11-20 Improvers

Tradestie Score Based
64 Score

Financial services stocks 2026 portfolio for value investing and sector growth

Investors seeking the best financial services stocks for 2026 are turning to this concentrated improvers portfolio that targets undervalued opportunities in banking and asset management. With a strategy focused on score-based selection, the portfolio aims to deliver growth through value investing rather than broad sector ETF alternatives, capitalizing on companies poised for recovery and expansion amid shifting interest rates and economic conditions in Q1 2026. Its 100% allocation to financial services provides targeted exposure but demands careful monitoring of sector-specific factors.

The holdings include Agriculture & Natural Solutions Acquisition Corporation Class A Ordinary Shares (ANSC) at 45%, Alerus Financial Corp (ALRS) at 30%, and Acadian Asset Management Inc (AAMI) at 25%. These stocks stand out for their current valuations and potential to benefit from improving market sentiment, making them attractive picks for investors hunting undervalued financial services names with room to run. ANSC offers acquisition-driven upside, while ALRS and AAMI bring established operations in banking and asset management that align with long-term sector tailwinds.

This setup suits aggressive growth investors building positions outside traditional retirement portfolios, though the low diversification score highlights elevated volatility risks from interest rate changes and economic cycles. Overall, it serves as a high-conviction alternative for those prioritizing financial services stocks in their 2026 market outlook.

Total Return
-13.24%
YTD Return
-9.85%
Daily Return
-0.20%
Holdings
3
Initial Value
$10000
Current Value
$8676
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Financial Services
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ANSC 45.0% $11.45 +0.09% +0.09% +1.87% 60
ALRS 30.0% $32.10 -0.16% +2.69% +14.19% 73
AAMI 25.0% $82.15 -0.77% +4.24% +4.94% 62

Rebalance History

2026-07-07
2026-06-22
AAMI dropped Return: -0.82%
2026-06-02
ADAM dropped Return: +5.11%
2026-05-27
2026-05-20
2026-05-06
2026-05-06
2026-04-27
APXT dropped Return: -0.05%
2026-04-14
BACC dropped Return: +0.69%
2026-04-06
2026-03-31
AMGN dropped Return: +2.60%
2026-03-24
2026-03-18
ARR dropped Return: -6.73%
2026-03-17
AAMI dropped Return: -6.53%
2026-03-16
ALKS dropped Return: -5.60%
2026-03-12
2026-03-06
AMG dropped Return: -11.31%
2026-03-04
AGM (-8.2%) ARR (Score: 61)
AGM (-8.2%) AAMI (Score: 61)
2026-02-19
2026-02-17
IBKR dropped Return: +4.00%
2026-02-16
2026-02-13
ADSE dropped Return: -12.84%
2026-02-11
INVZ dropped Return: -0.49%
2026-02-10
AERT dropped Return: -19.98%
2026-02-09
GCL dropped Return: -39.65%
2026-02-01
ARTW (+7.6%) ADSE (Score: 63)
AWI dropped Return: -8.36%
ADP dropped Return: -7.22%
CCC dropped Return: -10.30%
2026-01-29
AMPH (-5.7%) AMGN (Score: 69)
HSAI (-9.8%) INVZ (Score: 59)
2026-01-28
RPAY (-7.4%) AERT (Score: 59)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-16
RDW (+6.6%) ARTW (Score: 64)
2026-01-10
SHLS (-6.0%) AWI (Score: 69)
TLRY (-5.4%) ADP (Score: 66)
CAPR (-19.7%) ALKS (Score: 62)
BLSH (-6.7%) CCC (Score: 61)
PEW (-0.5%) AMPH (Score: 63)

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