Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
This week in Asset Management
Asset Management — Oct 5 – Oct 9, 2026 (Wk 41): Asset Managers Adjust Holdings, Focus on Digital Assets and Economic Trends →This week saw asset management firms adjusting their equity holdings, with some making new investments and others selling shares. There was also a notable focus on the increasing role of AI in digital asset allocations and…
AAMI
Valuation N/A
Acadian Asset Management Inc.
Price$93.71
Model IV—
P/IV—
Market implies +108.3%/yr
AB
Deeply undervalued
ALLIANCEBERNSTEIN HOLDING L.P.
Price$34.90
Model IV$64.10
P/IV0.56
Discount 46%
Return to IV: +83.7%
Market implies -4.8%/yr
vs model +3.8% · below model
ABTC
Deeply overvalued
American Bitcoin Corp.
Price$7.73
Model IV$5.12
P/IV1.51
Premium +51%
Return to IV: -33.7%
Market implies +13.1%/yr
vs model +50.0% · below model
ABX
Deeply overvalued
Abacus Global Management, Inc.
Price$8.19
Model IV$2.45
P/IV3.39
Premium +235%
Return to IV: -70.1%
Market implies +14.0%/yr
vs model +15.0% · in line
ABXL
Valuation N/A
Abacus Global Management, Inc.
Price$25.21
Model IV—
P/IV—
Market implies +20.8%/yr
ACNB
Deeply overvalued
ACNB CORP
Price$62.29
Model IV$45.31
P/IV1.41
Premium +37%
Return to IV: -27.3%
ADAM
Deeply overvalued
ADAMAS TRUST, INC.
Price$7.65
Model IV$2.54
P/IV3.21
Premium +201%
Return to IV: -66.8%
ADAMI
Valuation N/A
ADAMAS TRUST, INC.
Price$24.75
Model IV—
P/IV—
Limited data — see page
ADAMO
Valuation N/A
ADAMAS TRUST, INC.
Price$24.19
Model IV—
P/IV—
Limited data — see page
AEFC
Deeply overvalued
AEGON LTD.
Price$17.43
Model IV$4.64
P/IV3.85
Premium +276%
Return to IV: -73.4%
AEG
Deeply overvalued
AEGON LTD.
Price$8.24
Model IV$4.64
P/IV1.92
Premium +78%
Return to IV: -43.7%
AGBK
Valuation N/A
AGI Inc
Price$6.76
Model IV—
P/IV—
Limited data — see page
AGMH
Valuation N/A
AGM GROUP HOLDINGS, INC.
Price$0.53
Model IV—
P/IV—
Market implies -28.1%/yr
vs model +2.0% · below model
AHRT
Deeply undervalued
AH Realty Trust, Inc.
Price$6.04
Model IV$10.21
P/IV0.61
Discount 41%
Return to IV: +69.1%
Market implies -4.7%/yr
vs model +4.0% · below model
AIB
Valuation N/A
AIB Data Centers Inc.
Price$1.39
Model IV—
P/IV—
Limited data — see page
ALRS
Deeply overvalued
ALERUS FINANCIAL CORP
Price$31.07
Model IV$14.09
P/IV2.28
Premium +121%
Return to IV: -54.7%
ALTI
Deeply undervalued
AlTi Global, Inc.
Price$2.61
Model IV$3.80
P/IV0.69
Discount 31%
Return to IV: +45.7%
Market implies -6.8%/yr
vs model +35.5% · below model
AMG
Fairly valued
AFFILIATED MANAGERS GROUP, INC.
Price$387.26
Model IV$360.14
P/IV1.00
Premium +8%
Return to IV: -7.0%
Market implies +4.9%/yr
vs model +4.5% · in line
AMJB
Deeply undervalued
JPMORGAN CHASE & CO
Price$34.90
Model IV$246.55
P/IV0.15
Discount 86%
Return to IV: +606.4%
AMP
Deeply undervalued
AMERIPRISE FINANCIAL INC
Price$500.51
Model IV$1,762.19
P/IV0.29
Discount 72%
Return to IV: +252.1%
Market implies -10.4%/yr
vs model +8.3% · below model
AMTB
Deeply overvalued
Amerant Bancorp Inc.
Price$28.77
Model IV$15.98
P/IV1.83
Premium +80%
Return to IV: -44.5%
AMTD
Deeply undervalued
AMTD IDEA GROUP
Price$0.51
Model IV$1.72
P/IV0.42
Discount 70%
Return to IV: +235.9%
Market implies -22.7%/yr
vs model +1.6% · below model
ANDG
Deeply overvalued
Andersen Group Inc.
Price$56.82
Model IV$22.76
P/IV2.50
Premium +150%
Return to IV: -59.9%
Market implies +11.9%/yr
vs model +14.6% · in line
ANTA
Undervalued
Antalpha Platform Holding Co
Price$2.37
Model IV$2.99
P/IV0.77
Discount 21%
Return to IV: +26.3%
APAM
Deeply undervalued
Artisan Partners Asset Management Inc.
Price$33.46
Model IV$58.17
P/IV0.63
Discount 42%
Return to IV: +73.8%
Market implies -3.1%/yr
vs model +5.4% · below model
APO
Valuation N/A
Apollo Global Management, Inc.
Price$118.65
Model IV—
P/IV—
Market implies +36.9%/yr
APOS
Deeply overvalued
Apollo Global Management, Inc.
Price$25.48
Model IV$16.52
P/IV1.52
Premium +54%
Return to IV: -35.2%
Market implies +15.3%/yr
vs model +12.0% · above model
ARES
Valuation N/A
Ares Management Corp
Price$117.22
Model IV—
P/IV—
Market implies +26.8%/yr
ARL
Deeply overvalued
AMERICAN REALTY INVESTORS INC
Price$16.45
Model IV$4.90
P/IV3.31
Premium +236%
Return to IV: -70.2%
AROW
Overvalued
ARROW FINANCIAL CORP
Price$36.38
Model IV$28.10
P/IV1.33
Premium +29%
Return to IV: -22.8%
ASB
Fairly valued
ASSOCIATED BANC-CORP
Price$28.65
Model IV$29.09
P/IV0.98
Discount 2%
Return to IV: +1.5%
ASBA
Undervalued
ASSOCIATED BANC-CORP
Price$25.01
Model IV$30.29
P/IV0.83
Discount 17%
Return to IV: +21.1%
ASPS
Deeply undervalued
ALTISOURCE PORTFOLIO SOLUTIONS S.A.
Price$5.99
Model IV$30.74
P/IV0.21
Discount 81%
Return to IV: +413.3%
Market implies -34.9%/yr
vs model +2.0% · below model
ASRV
Fairly valued
AMERISERV FINANCIAL INC /PA/
Price$4.39
Model IV$4.05
P/IV1.10
Premium +9%
Return to IV: -7.8%
ASST
Valuation N/A
Strive, Inc.
Price$27.80
Model IV—
P/IV—
Market implies +93.9%/yr
ATLO
Deeply overvalued
AMES NATIONAL CORP
Price$31.46
Model IV$19.04
P/IV1.67
Premium +65%
Return to IV: -39.5%
AUB
Fairly valued
Atlantic Union Bankshares Corp
Price$37.80
Model IV$34.29
P/IV1.13
Premium +10%
Return to IV: -9.3%
AUBN
Deeply overvalued
AUBURN NATIONAL BANCORPORATION, INC
Price$26.54
Model IV$18.74
P/IV1.44
Premium +42%
Return to IV: -29.4%
AVAL
Valuation N/A
Grupo Aval Acciones Y Valores S.A.
Price$4.89
Model IV—
P/IV—
Limited data — see page
AVBC
Deeply overvalued
Avidia Bancorp, Inc.
Price$21.89
Model IV$12.32
P/IV1.77
Premium +78%
Return to IV: -43.7%
AVBH
Deeply overvalued
Avidbank Holdings, Inc.
Price$31.05
Model IV$18.93
P/IV1.65
Premium +64%
Return to IV: -39.0%
AX
Fairly valued
Axos Financial, Inc.
Price$88.44
Model IV$95.20
P/IV0.93
Discount 7%
Return to IV: +7.6%
AXG
Deeply undervalued
Solowin Holdings, Ltd.
Price$0.08
Model IV$0.32
P/IV0.26
Discount 74%
Return to IV: +280.9%
Market implies -25.0%/yr
vs model +50.0% · below model
BAC
Overvalued
BANK OF AMERICA CORP /DE/
Price$54.32
Model IV$44.34
P/IV1.28
Premium +23%
Return to IV: -18.4%
BAM
Deeply overvalued
Brookfield Asset Management Ltd.
Price$45.88
Model IV$21.02
P/IV2.18
Premium +118%
Return to IV: -54.2%
Market implies +17.6%/yr
vs model +8.3% · above model
BANF
Overvalued
BANCFIRST CORP /OK/
Price$106.18
Model IV$90.36
P/IV1.20
Premium +18%
Return to IV: -14.9%
BANX
Valuation N/A
ArrowMark Financial Corp.
Price$19.64
Model IV—
P/IV—
Limited data — see page
BBAR
Deeply overvalued
Banco BBVA Argentina S.A.
Price$12.65
Model IV$7.25
P/IV1.95
Premium +74%
Return to IV: -42.7%
BBD
Fairly valued
BANK BRADESCO
Price$4.30
Model IV$4.12
P/IV0.87
Premium +4%
Return to IV: -4.2%
BBT
Fairly valued
Beacon Financial Corp
Price$27.19
Model IV$23.87
P/IV1.17
Premium +14%
Return to IV: -12.2%
BBVA
Deeply overvalued
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
Price$26.12
Model IV$18.18
P/IV1.48
Premium +44%
Return to IV: -30.4%
BCAL
Deeply overvalued
California BanCorp CA
Price$21.23
Model IV$14.44
P/IV1.49
Premium +47%
Return to IV: -32.0%
BCAT
Valuation N/A
BlackRock Capital Allocation Term Trust
Price$13.72
Model IV—
P/IV—
Limited data — see page
BCGWW
Valuation N/A
Binah Capital Group, Inc.
Price$0.04
Model IV—
P/IV—
Market implies -50.0%/yr
vs model +6.3% · below model
BCH
Valuation N/A
BANK OF CHILE
Price$38.89
Model IV—
P/IV—
Limited data — see page
BCS
Fairly valued
BARCLAYS PLC
Price$22.95
Model IV$26.42
P/IV0.95
Discount 13%
Return to IV: +15.1%
BENF
Valuation N/A
Beneficient
Price$1.05
Model IV—
P/IV—
Market implies -1.5%/yr
BENFW
Valuation N/A
Beneficient
Price$0.01
Model IV—
P/IV—
Market implies -30.0%/yr
BFC
Deeply overvalued
Bank First Corp
Price$145.41
Model IV$71.41
P/IV2.14
Premium +104%
Return to IV: -50.9%
BFST
Fairly valued
Business First Bancshares, Inc.
Price$30.49
Model IV$30.54
P/IV0.95
Discount 0%
Return to IV: +0.2%