ACA
BMTX

Anchor Capital Advisors’s BM Technologies, Inc. BMTX Stock Holding History

Anchor Capital Advisors’s Portfolio BMTX Stock Details BMTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-69,305
Closed -$244K – 276
2023
Q1 		$244K Buy
69,305
+260
+0.4% +$1.05K 0.01% 251
2022
Q4 		$360K Sell
69,045
-111,301
-62% -$711K 0.01% 229
2022
Q3 		$1.21M Buy
180,346
+7,050
+4% +$43.4K 0.03% 155
2022
Q2 		$1.02M Buy
173,296
+16,020
+10% +$112K 0.03% 173
2022
Q1 		$1.34M Buy
157,276
+31,815
+25% +$295K 0.03% 170
2021
Q4 		$1.16M Sell
125,461
-13,085
-9% -$130K 0.02% 177
2021
Q3 		$1.23M Sell
138,546
-1,955
-1% -$20K 0.03% 166
2021
Q2 		$1.75M Buy
140,501
+3,725
+3% +$43.1K 0.04% 156
2021
Q1 		$1.59M Buy
+136,776
New +$1.85M 0.03% 157

Other funds holding BMTX

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return