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 11 Sept 2026

US Regional Banks is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 9.6% over the past month but up 4.2% year to date. 1 of 17 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, CFR.US, USB.US and CFG.US lead the theme.

1D+0.40%
1W+0.01%
1M-9.55%
YTD+4.20%
RS vs S&P 50093.7
RS momentum96.6
QuadrantLagging

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 MA6%Share of holdings in an uptrend
Effective N17.0 of 17Independent names driving it

Latest-day drivers

  • CFG.US+1.22%+0.07%
  • FHN.US-1.17%-0.07%
  • HBAN.US+0.78%+0.05%

Top 3 account for 40% of the total move.

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

Emerging leaders (3-month rank)

  • 1CFR.US+13
  • 2USB.US+10
  • 3CFG.US+4
  • 4ZION.US-2
  • 5ONB.US+6

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
$70.48
1D
+1.22%
Weight
5.9%
Contribution
+0.07%

CFR.US

CFR

Last
$162.92
1D
+0.16%
Weight
5.9%
Contribution
+0.01%

EWBC.US

East West Bancorp Inc

Last
$129.17
1D
-0.15%
Weight
5.9%
Contribution
-0.01%

FHN.US

FHN

Last
$24.47
1D
-1.17%
Weight
5.9%
Contribution
-0.07%

FITB.US

Fifth Third Bancorp

Last
$54.72
1D
+0.53%
Weight
5.9%
Contribution
+0.03%

HBAN.US

Huntington Bancshares Incorporated

Last
$16.86
1D
+0.78%
Weight
5.9%
Contribution
+0.05%

KEY.US

KeyCorp

Last
$21.84
1D
+0.51%
Weight
5.9%
Contribution
+0.03%

MTB.US

M&T Bank Corporation

Last
$239.83
1D
+0.34%
Weight
5.9%
Contribution
+0.02%

ONB.US

Old National Bancorp

Last
$25.66
1D
+0.23%
Weight
5.9%
Contribution
+0.01%

PNC.US

PNC Financial Services Group Inc

Last
$244.24
1D
+0.52%
Weight
5.9%
Contribution
+0.03%

PNFP.US

Pinnacle Financial Partners, Inc.

Last
$99.27
1D
+0.13%
Weight
5.9%
Contribution
+0.01%

RF.US

Regions Financial Corporation

Last
$30.13
1D
+0.60%
Weight
5.9%
Contribution
+0.04%

TFC.US

Truist Financial Corp

Last
$50.40
1D
+0.14%
Weight
5.9%
Contribution
+0.01%

USB.US

U.S. Bancorp

Last
$62.84
1D
+0.69%
Weight
5.9%
Contribution
+0.04%

WAL.US

WAL

Last
$79.29
1D
+0.01%
Weight
5.9%
Contribution
+0.00%

WBS.US

WBS

Last
-
1D
-
Weight
5.9%
Contribution
-

Data pending

ZION.US

Zions Bancorporation

Last
$68.75
1D
+0.67%
Weight
5.9%
Contribution
+0.04%

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.