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Holdings (Monthly) Guide ↗

Financial Services Fund

· Rydex Variable Trust
Monthly Holdings $10M AUM 52 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 11 New 94 Added 52 Reduced · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 BANK OF AMERICA CORP BAC Mar 2026 3,189 -62 $182K +14.7% 1.92% EC
2 GOLDMAN SACHS GROUP INC (THE) GS Mar 2026 159 -13 $161K +10.5% 1.70% EC
3 MORGAN STANLEY MS Mar 2026 687 -78 $144K +14.1% 1.52% EC
4 CITIGROUP INC C Mar 2026 1,020 -96 $143K +12.8% 1.51% EC
5 BLACKSTONE INC BX Mar 2026 939 -17 $110K +0.5% 1.17% EC
6 INTERACTIVE BROKERS GROUP INC IBKR Mar 2026 1,259 -95 $110K +20.7% 1.16% EC
7 PNC FINANCIAL SERVICES GROUP INC (THE) PNC Mar 2026 381 -1 $94K +18.0% 0.99% EC
8 BANK OF NEW YORK MELLON CORP (THE) BK Mar 2026 635 -16 $92K +18.9% 0.97% EC
9 ROBINHOOD MARKETS INC HOOD Mar 2026 890 -48 $89K +37.3% 0.94% EC
10 TRUIST FINANCIAL CORP TFC Mar 2026 1,436 -9 $72K +7.7% 0.76% EC
11 FIFTH THIRD BANCORP FITB Mar 2026 1,203 -44 $68K +17.0% 0.72% EC
12 BLOCK INC XYZ Mar 2026 846 -35 $64K +21.3% 0.68% EC
13 STATE STREET CORP STT Mar 2026 368 -29 $62K +24.2% 0.66% EC
14 TORONTO DOMINION BANK (THE) TD Mar 2026 513 -79 $62K +12.8% 0.66% EC
15 BANK OF NOVA SCOTIA (THE) BNS Mar 2026 703 -75 $61K +13.2% 0.65% EC
16 METLIFE INC MET Mar 2026 721 -44 $61K +12.8% 0.65% EC
17 ROYAL BANK OF CANADA RY Mar 2026 293 -40 $61K +12.6% 0.64% EC
18 APOLLO GLOBAL MANAGEMENT INC APO Mar 2026 508 -48 $60K -3.0% 0.64% EC
19 BROOKFIELD CORP BN Mar 2026 1,387 -94 $59K -1.4% 0.62% EC
20 PRUDENTIAL FINANCIAL INC PRU Mar 2026 527 -4 $57K +9.6% 0.60% EC
21 M&T BANK CORP MTB Mar 2026 233 -2 $55K +14.2% 0.59% EC
22 NORTHERN TRUST CORP NTRS Mar 2026 297 -13 $52K +19.3% 0.55% EC
23 AFFIRM HOLDINGS INC AFRM Mar 2026 624 -92 $51K +55.1% 0.54% EC
24 CITIZENS FINANCIAL GROUP INC CFG Mar 2026 713 -9 $50K +15.4% 0.53% EC
25 ARES MANAGEMENT CORP ARES Mar 2026 447 -53 $50K -8.8% 0.53% EC
26 REGIONS FINANCIAL CORP RF Mar 2026 1,587 -12 $48K +14.8% 0.51% EC
27 SYNCHRONY FINANCIAL SYF Mar 2026 626 -6 $48K +10.7% 0.50% EC
28 KEYCORP KEY Mar 2026 2,027 -24 $47K +13.6% 0.49% EC
29 T. ROWE PRICE GROUP INC TROW Mar 2026 409 -15 $46K +21.7% 0.49% EC
30 PRINCIPAL FINANCIAL GROUP INC PFG Mar 2026 408 -23 $44K +13.2% 0.47% EC
31 EAST WEST BANCORP INC EWBC Mar 2026 299 -7 $39K +18.2% 0.41% EC
32 HEALTHPEAK PROPERTIES INC DOC Mar 2026 1,698 -38 $36K +27.4% 0.38% EC
33 HOST HOTELS & RESORTS INC HST Mar 2026 1,531 -113 $36K +15.2% 0.38% EC
34 ALLY FINANCIAL INC ALLY Mar 2026 735 -3 $34K +16.7% 0.36% EC
35 EQUITABLE HOLDINGS INC EQH Mar 2026 747 -4 $33K +17.6% 0.35% EC
36 BLUE OWL CAPITAL INC OWL Mar 2026 3,615 -126 $32K -7.4% 0.33% EC
37 FRANKLIN RESOURCES INC BEN Mar 2026 910 -83 $30K +29.1% 0.32% EC
38 ZIONS BANCORP NA ZION Mar 2026 431 -13 $30K +16.6% 0.32% EC
39 COLUMBIA BANKING SYSTEM INC COLB Mar 2026 895 -9 $29K +15.7% 0.30% EC
40 COMMERCE BANCSHARES INC (MO) CBSH Mar 2026 467 -3 $27K +16.6% 0.29% EC
41 GALAXY DIGITAL INC GLXY Mar 2026 979 -194 $27K +23.7% 0.28% EC
42 OSCAR HEALTH INC OSCR Mar 2026 894 -375 $25K +75.2% 0.27% EC
43 COREBRIDGE FINANCIAL INC CRBG Mar 2026 861 -106 $25K +6.8% 0.26% EC
44 VALLEY NATIONAL BANCORP VLY Mar 2026 1,676 -35 $25K +16.9% 0.26% EC
45 JEFFERIES FINANCIAL GROUP INC JEF Mar 2026 456 -110 $23K -2.4% 0.24% EC
46 FACTSET RESEARCH SYSTEMS INC FDS Mar 2026 94 -22 $22K -14.1% 0.23% EC
47 SLM CORP (SALLIE MAE) SLM Mar 2026 816 -3 $21K +20.7% 0.22% EC
48 REMITLY GLOBAL INC RELY Mar 2026 910 -19 $20K +40.1% 0.22% EC
49 UPSTART HOLDINGS INC UPST Mar 2026 470 -37 $17K +28.0% 0.18% EC
50 ERIE INDEMNITY COMPANY ERIE Mar 2026 53 -34 $13K -41.9% 0.13% EC
51 DAVE INC DAVE Mar 2026 21 -9 $8K +49.8% 0.08% EC
52 SEZZLE INC SEZL Mar 2026 43 -24 $7K +74.0% 0.08% EC