BCM
OPHC icon

BHZ Capital Management’s OptimumBank Holdings OPHC Stock Holding History

BHZ Capital Management’s Portfolio OPHC Stock Details OPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-42,294
Closed -$177K – 59
2023
Q4 		$177K Hold
42,294
– – 0.09% 61
2023
Q3 		$135K Hold
42,294
– – 0.11% 64
2023
Q2 		$122K Sell
42,294
-10,643
-20% -$32.4K 0.09% 71
2023
Q1 		$175K Hold
52,937
– – 0.08% 105
2022
Q4 		$217K Hold
52,937
– – 0.1% 106
2022
Q3 		$215K Hold
52,937
– – 0.09% 113
2022
Q2 		$212K Buy
52,937
+8,264
+18% +$33.9K 0.09% 112
2022
Q1 		$188K Buy
44,673
+30,278
+210% +$128K 0.06% 138
2021
Q4 		$57K Buy
+14,395
New +$69.9K 0.02% 135

Other funds holding OPHC

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return