Brown Advisory
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Brown Advisory’s OptimumBank Holdings OPHC Stock Holding History

Brown Advisory’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
2025
Q4 		– Sell
-20,000
Closed -$82K – 1435
2025
Q3 		$82K Hold
20,000
– – ﹤0.01% 1361
2025
Q2 		$89.4K Buy
+20,000
New +$86.2K ﹤0.01% 1333

Other funds holding OPHC

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory's OPHC Position: Q4 2025 in Review

Brown Advisory sold out of OptimumBank Holdings (OPHC) in Q4 2025, closing a stake of 20,000 shares — an estimated $82K sold.

Brown Advisory first reported a position in OPHC in Q2 2025 and held it in 2 quarters. The position peaked at $89.4K in Q2 2025. 18 funds tracked by Wall St. Rank hold OPHC as of Q4 2025.

  • Brown Advisory reported no remaining OptimumBank Holdings position as of Q4 2025 after selling out during the quarter.
  • Brown Advisory sold 20,000 OptimumBank Holdings shares in Q4 2025, an estimated $82K.
  • Brown Advisory first reported a position in OptimumBank Holdings in Q2 2025 and held it in 2 quarters.
  • Brown Advisory's OptimumBank Holdings position peaked at $89.4K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q4 2025.

Based on Brown Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.