US theme · 17 holdings

US Regional Banks

This tracks how US Regional Banks is performing against the S&P 500: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.

Current read · as at 3 July 2026

US Regional Banks is outperforming the S&P 500 and still gaining ground (the leading zone of the rotation chart). It is up 9.1% over the past month and 12.3% year to date. 17 of 17 stocks are above their 50-day average, with broad participation across the theme. On 3-month relative strength, FITB.US, PNC.US and ZION.US lead the theme, and EWBC.US has climbed the most in rank.

1D-1.03%
1W+0.51%
1M+9.11%
YTD+12.25%
RS vs S&P 500105.4
RS momentum105.3
QuadrantLeading

Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.

Performance charts

Rebased to 100 vs S&P 500

End of day

Equal-weightS&P 500

US Regional Banks vs S&P 500

Rising = outperforming

100 = matches benchmark. Above = outpacing it; below = lagging.

What's underneath the leaders

End of day

Above 50-day MA100%Share of holdings in an uptrend
Effective N17.0 of 17Independent names driving it

Latest-day drivers

  • WAL.US-2.34%-0.14%
  • ZION.US-1.91%-0.11%
  • RF.US-1.69%-0.10%

Top 3 account for 33% of the total move.

Contribution is each holding's weight times its one-day move.

Emerging leaders (3-month rank)

  • 1FITB.US+7
  • 2PNC.US+4
  • 3ZION.US+2
  • 4EWBC.US+9
  • 5CFG.US-2

Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.

Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.

Constituents

Weights and contribution to the basket move

CFG.US

Citizens Financial Group, Inc.

Last
$70.98
1D
-1.17%
Weight
5.9%
Contribution
-0.07%

CFR.US

CFR

Last
$154.86
1D
-0.57%
Weight
5.9%
Contribution
-0.03%

EWBC.US

East West Bancorp Inc

Last
$129.30
1D
-1.07%
Weight
5.9%
Contribution
-0.06%

FHN.US

FHN

Last
$25.68
1D
-1.42%
Weight
5.9%
Contribution
-0.08%

FITB.US

Fifth Third Bancorp

Last
$57.16
1D
-0.57%
Weight
5.9%
Contribution
-0.03%

HBAN.US

Huntington Bancshares Incorporated

Last
$17.86
1D
-1.38%
Weight
5.9%
Contribution
-0.08%

KEY.US

KeyCorp

Last
$23.02
1D
-0.99%
Weight
5.9%
Contribution
-0.06%

MTB.US

M&T Bank Corporation

Last
$238.88
1D
-1.27%
Weight
5.9%
Contribution
-0.07%

ONB.US

Old National Bancorp

Last
$26.00
1D
-0.88%
Weight
5.9%
Contribution
-0.05%

PNC.US

PNC Financial Services Group Inc

Last
$249.49
1D
-0.85%
Weight
5.9%
Contribution
-0.05%

PNFP.US

PNFP

Last
$99.50
1D
-1.31%
Weight
5.9%
Contribution
-0.08%

RF.US

Regions Financial Corporation

Last
$30.28
1D
-1.69%
Weight
5.9%
Contribution
-0.10%

TFC.US

Truist Financial Corp

Last
$50.98
1D
+0.18%
Weight
5.9%
Contribution
+0.01%

USB.US

U.S. Bancorp

Last
$61.73
1D
-0.37%
Weight
5.9%
Contribution
-0.02%

WAL.US

WAL

Last
$81.54
1D
-2.34%
Weight
5.9%
Contribution
-0.14%

WBS.US

WBS

Last
$76.72
1D
+0.12%
Weight
5.9%
Contribution
+0.01%

ZION.US

Zions Bancorporation

Last
$69.35
1D
-1.91%
Weight
5.9%
Contribution
-0.11%

Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.

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Methodology

Equal weighted. Equal-weighted basket seeded from US-listed regional and mid-size banks, screened nightly from end-of-day data. Active US common stocks only, with a market cap of at least USD 500 million and a 90-day average daily value traded of at least USD 2 million, top 20 by market cap.

End-of-day data, delayed. General information only, not financial advice.

US Regional Banks is a Swingfolio calculation over publicly listed US stocks. S&P 500 is shown as a benchmark comparison only.