SHFS
SHF Holdings, Inc.
$0.3520
-3.83%
$2.4M
No data for this timeframe.
Vol
Market Cap$2.4M
Cap SizeNano Cap
Inst. Holders3 funds
Inst. Value$21.7K
Inst. Activity0 buys / 2 sells
Insider Activity8B / 0S
Insider Net $$211.2K
SEC Reports4
Press Releases1
Recent Activity
May 28, 2026
other
Safe Harbor Financial Expands Board of Directors with Appointment of Tyler Klimas and Sean Tonner
<p align="center"><em>Klimas Brings Deep Cannabis Regulatory Expertise as Founder of Leaf Street Str
May 18, 2026
SEC
Safe Harbor Financial reported Q1 2026 revenue of ~$2.0M (+2.2% YoY) and a net loss of ~$1.8M (vs ~$0.8M loss in Q1 2025
PRESS-RELEASE — Impact 5/10
May 9, 2026
SEC
Two SHF Holdings insiders made open-market purchases totaling $61K at $800/share, representing approximately 3% of the c
CLUSTER — Impact 7/10
Apr 16, 2026
SEC
Safe Harbor Financial (SHFS) reported full-year 2025 results with revenue of $7.7M (down from $15.2M in 2024) and a net
PRESS-RELEASE — Impact 6/10
Dec 31, 2025
Insider
Kay Jeffrey R. sold 1 shares
Chief Marketing Officer @ $800.00 ($800.00)
Dec 31, 2025
Insider
Mendez Terrance Elliot sold 1 shares
Director, CEO and CFO @ $800.00 ($800.00)
Dec 31, 2025
Insider
Regan Michael sold 1 shares
Chief Inv. & Strat. Officer @ $800.00 ($800.00)
Inst.
VANGUARD GROUP INC — TRIM
20,486 shares ($21.7K)
Analyst Ratings
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 16, 2023 | EF Hutton | REITERATE | Buy → Buy |
| Mar 31, 2023 | EF Hutton | REITERATE | Buy |
| Oct 26, 2022 | EF Hutton | INITIATE | Buy |
Latest Reports
MIXED
PRESS-RELEASE
5/10
Safe Harbor Financial reported Q1 2026 revenue of ~$2.0M (+2.2% YoY) and a net loss of ~$1.8M (vs ~$0.8M loss in Q1 2025
May 18, 2026
BULLISH
CLUSTER
7/10
Two SHF Holdings insiders made open-market purchases totaling $61K at $800/share, representing approximately 3% of the c
May 9, 2026
MIXED
Press
6/10
Safe Harbor Financial reported preliminary unaudited results showing a 50% YoY revenue decline to $7.7M in 2025, driven
Apr 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $21.7K | TRIM |
| BANK OF AMERICA CORP | $18.00 | NEAR_EXIT |
| MORGAN STANLEY | $11.00 | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Dec 31, 2025 | Kay Jeffrey | J | $800.00 |
| Dec 31, 2025 | Mendez Terrance | J | $800.00 |
| Dec 31, 2025 | Regan Michael | J | $800.00 |
| Dec 31, 2025 | Carleton Richard | J | $800.00 |
| Dec 10, 2025 | Kay Jeffrey | J | $800.00 |
3 institutional holders with $21.7K total value (20,513 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 20,486 | $21.7K | 99.9% | TRIM -55.7% |
| 2 | BANK OF AMERICA CORP /DE/ | 17 | $18.00 | 0.1% | NEAR_EXIT -99.6% |
| 3 | MORGAN STANLEY | 10 | $11.00 | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | TRIM | 46,284 | 20,486 | -55.7% | $21.7K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 3,906 | 17 | -99.6% | $18.00 | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 28,304 | 46,284 | +63.5% | $331.4K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 17 | 3,906 | +22876.5% | $28.0K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 13 | 17 | +30.8% | $37.00 | 2025-Q2 |
| VANGUARD GROUP INC | NEW | — | 28,302 | — | $121.4K | 2025-Q1 |
| VANGUARD GROUP INC | EXIT | 551,394 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | EXIT | 25,839 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 147,930 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 131,930 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 28,585 | 147,930 | +417.5% | $66.6K | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 51,212 | 131,930 | +157.6% | $59.4K | 2024-Q4 |
| UBS Group AG | DOUBLED | 6,142 | 25,839 | +320.7% | $11.6K | 2024-Q4 |
5 unique insiders with 8 transactions. Net insider value: $211.2K ($211.2K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | Kay Jeffrey R. | Chief Marketing Officer | J | 1 | $800.00 | $800.00 |
| Dec 31, 2025 | Mendez Terrance Elliot | Director, CEO and CFO | J | 1 | $800.00 | $800.00 |
| Dec 31, 2025 | Regan Michael | Chief Inv. & Strat. Officer | J | 1 | $800.00 | $800.00 |
| Dec 31, 2025 | Carleton Richard | Director | J | 1 | $800.00 | $800.00 |
| Dec 10, 2025 | Kay Jeffrey R. | Chief Marketing Officer | J | 1 | $800.00 | $800.00 |
| Dec 10, 2025 | Mendez Terrance Elliot | Director, CEO and CFO | J | 1 | $800.00 | $800.00 |
| Dec 10, 2025 | Regan Michael | Chief Inv. & Strat. Officer | J | 1 | $800.00 | $800.00 |
| Dec 10, 2025 | Carleton Richard | Director | J | 1 | $800.00 | $800.00 |
| Sep 30, 2025 | Regan Michael | Chief Inv. & Strat. Officer | A | 45,875 | $0.00 | $0.00 |
| Sep 30, 2025 | Regan Michael | Chief Inv. & Strat. Officer | BUY | 4,057 | $0.00 | $0.00 |
| Sep 30, 2025 | Mendez Terrance Elliot | Director, CEO and CFO | BUY | 125 | $800.00 | $100.0K |
| Sep 30, 2025 | Mendez Terrance Elliot | Director, CEO and CFO | A | 91,751 | $0.00 | $0.00 |
| Sep 30, 2025 | Mendez Terrance Elliot | Director, CEO and CFO | BUY | 8,050 | $0.00 | $0.00 |
| Sep 30, 2025 | Kay Jeffrey R. | Chief Marketing Officer | BUY | 63 | $800.00 | $50.4K |
| Sep 30, 2025 | Kay Jeffrey R. | Chief Marketing Officer | BUY | 4,057 | $0.00 | $0.00 |
| Sep 30, 2025 | BECK DOUGLAS | PAO SVP of Finance Controller | A | 45,875 | $0.00 | $0.00 |
| Sep 30, 2025 | Carleton Richard | Director | BUY | 837 | $0.00 | $0.00 |
| Sep 30, 2025 | Regan Michael | Chief Inv. & Strat. Officer | BUY | 63 | $800.00 | $50.4K |
| Sep 30, 2025 | Carleton Richard | Director | BUY | 13 | $800.00 | $10.4K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 2 mixed, 0 neutral. Avg impact: 6.3/10.
MIXED
PRESS-RELEASE
5/10
Safe Harbor Financial reported Q1 2026 revenue of ~$2.0M (+2.2% YoY) and a net loss of ~$1.8M (vs ~$
May 18, 2026
BULLISH
CLUSTER
7/10
Two SHF Holdings insiders made open-market purchases totaling $61K at $800/share, representing appro
May 9, 2026
MIXED
PRESS-RELEASE
6/10
Safe Harbor Financial (SHFS) reported full-year 2025 results with revenue of $7.7M (down from $15.2M
Apr 16, 2026
BULLISH
8-K
7/10
SHF Holdings reported a 29% year-over-year increase in average deposit balances in emerging U.S. can
Mar 3, 2026
Historical analyst distribution (last covering-analyst action May 2023): 86% buy across 7 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2023-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 16, 2023 | EF Hutton | REITERATE | Buy | Buy |
| Mar 31, 2023 | EF Hutton | REITERATE | — | Buy |
| Oct 26, 2022 | EF Hutton | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Oct 1, 2023 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Sep 1, 2023 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Aug 1, 2023 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jul 1, 2023 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 28, 2026
other
Safe Harbor Financial Expands Board of Directors with Appointment of Tyler Klimas and Sean Tonner
<p align="center"><em>Klimas Brings Deep Cannabis Regulatory Expertise as Founder of Leaf Street Strategies and Former Executive Director of the Nevad
May 19, 2026
earnings_calendar
SHFS Q1 2026 Earnings Scheduled — 2026-05-19
May 18, 2026
earnings
Safe Harbor Financial Reports First Quarter 2026 Results and Provides Corporate Update
<p align="center"><strong>First Quarter 2026 Revenue of Approximately $2.0 Million, Up 2.2% Year Over Year</strong></p>
Apr 30, 2026
other
Safe Harbor Expands Financial Platform with Enhanced Lending Capabilities to Support Cannabis Industry Growth
Expanded platform now includes commercial real estate financing, working capital, business expansion financing, equipment financing, cash flow lending
Apr 24, 2026
other
Safe Harbor Financial Applauds Historic Federal Cannabis Rescheduling Action, Citing Potential Benefits to Operator Economics, Deposit Quality, and Total Addressable Market
New DOJ Order Removes 280E Tax Burden for State-Licensed Medical Cannabis Operators, Potentially Expanding Safe Harbor's Client Base and Managed Servi
Apr 22, 2026
short_volume
Short Volume: SHFS — 58.9% short (1.0M / 1.7M)
Short: 1,003,456 | Exempt: 265,340 | TRF Vol: 1,704,254 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
other
Safe Harbor Introduces 401(k) Plan Built for Cannabis Employers
Safe Harbor Introduces 401(k) Plan Built for Cannabis Employers
Apr 16, 2026
earnings
Safe Harbor Financial Fourth Quarter and Full Year 2025 Results, Highlighting Sequential 12% Sales Growth, Balance Sheet Transformation and Operational Progress
<p align="justify">DENVER, April 16, 2026 (GLOBE NEWSWIRE) -- SHF Holdings, Inc., d/b/a Safe Harbor Financial (“Safe Harbor” or “the Company”) (NASD
Apr 1, 2026
earnings
Safe Harbor Financial Reports Preliminary Fourth Quarter and Full Year 2025 Results
<p align="left">DENVER, April 01, 2026 (GLOBE NEWSWIRE) -- SHF Holdings, Inc., d/b/a Safe Harbor Financial (“Safe Harbor” or the “Company”) (NASDAQ:
Mar 30, 2026
earnings_calendar
SHFS Q4 2025 Earnings Scheduled — 2026-03-30
Mar 9, 2026
other
Safe Harbor Financial CEO Highlights Growth Platform Launch, Debt Elimination, and Financial Stabilization in Letter to Shareholders
<p align="justify">DENVER, March 09, 2026 (GLOBE NEWSWIRE) -- SHF Holdings, Inc., d/b/a <a href="https://www.globenewswire.com/Tracker?data=NRaU_veq
Mar 3, 2026
other
Safe Harbor Financial Delivers Strong 29% YoY Growth in Emerging US Cannabis Markets Representing 100+ New Customer Depository Accounts
Cumulatively Emerging US Markets represent 31% of Safe Harbor’s Total Deposit Balances Driven by Strategic Early Entry into High-Growth States Includi