News
The day at a glance · 3 min read
Mood · Cautious
-15
Sentiment, −100 to +100
Goldman Sachs ETF Inflows
$108.5M
JPMorgan ETF Inflows
$65.6M
GSEW ETF Stock Purchases
$354.9M
Key driverETF rebalancing flows into major money-center banks offset broader market pressure from systematic strategy selling
Daily briefFinancials· Money365.Market AI ·

Financial Sector ETFs Add Major Banks Amid Market Volatility

Goldman Sachs, JPMorgan attract inflows while systematic funds drive tech selloff; Visa expands AI and payments hubs in Singapore

Banks & Capital Markets

Neutral

Tech Sector Selloff

$2.3T
01GS▼ -6.36%
Goldman Sachs (GS) received $108.5 million in net ETF buying, with 39 ETFs purchasing shares versus 15 selling. The $2.26 billion Goldman Sachs Equal Weight ETF (GSEW) bought $354.9 million of stock, added five new positions including HF Sinclair and Rubrik, and exited five others. Goldman Sachs analysts weighed in on three large-cap Australian gold stocks, highlighting them as the more defensive segment of the sector.
02JPM▼ -4.19%
JPMorgan Chase (JPM) attracted $65.6 million in net ETF buying from 42 funds. Analysts examined what bank earnings reveal about the U.S. economy, noting major banks report strong consumer spending and improved credit quality, signaling resilience despite inflation and higher rates. The broader market saw systematic funds drive a $2.3 trillion tech-stock selloff as trend-following strategies amplified the Nasdaq 100 decline.
03BAC
Bank of America (BAC) presented at the BancAnalysts Association of Boston Conference 2026, discussing sector fundamentals and operating trends.
04WFC
Wells Fargo (WFC) is taking steps to fuel EPS growth through expense discipline, with analysts noting the bank's progress on operational efficiency. Separately, JPMorgan analysts adjusted price targets for Keurig Dr Pepper into the $38 to $41 range, linking the moves to beverage growth prospects and the planned 2027 split into Global Coffee Co and Beverage Co.

Payments & Transaction Networks

Bullish

Visa EPS Growth (10-yr)

17%

American Express ETF Inflows

$41.8M

Berkshire Portfolio (Total)

$362B

Berkshire Top 7 Holdings

$255B
01V
Visa (V) set up six innovation hubs in Singapore focused on AI and commerce, next-generation payments, and trust, security, and resilience. The payment network has grown earnings per share by 17% annually over the past decade, with analysts expecting the company to continue its streak of double-digit net income growth over the next three fiscal years. The Financial Select Sector SPDR (XLF) added $547.3 million across all 76 holdings, led by a $70.9 million increase in Berkshire Hathaway.
02AXP
American Express (AXP) saw $41.8 million in net ETF buying. Berkshire Hathaway's portfolio, now overseen by Greg Abel as Warren Buffett's successor, holds $362 billion in total assets with 71% concentrated in seven standout stocks, representing $255 billion across those positions.

Asset Management & Brokerage

Neutral

Glanbia Share Decline

6%-6%
01MS▼ -5.94%
Morgan Stanley (MS) downgraded Glanbia to Underweight from Equal-weight, warning that intensifying competition and higher contracted whey costs could put pressure on the Irish nutrition group's 2027 margins and earnings. Glanbia shares fell 6% following the rating cut.
02SCHW
Charles Schwab (SCHW) account rules do not permit tax-free qualified charitable distributions (QCD) from 401(k) plans, with the tax-free charity gift only working from an IRA. In the year an investor rolls over a 401(k) to an IRA to access QCD benefits, that year's required minimum distribution cannot move with the transfer, potentially creating tax and Medicare premium implications.

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