First Trust Advisors’s Blue Foundry Bancorp BLFY Stock Holding History

First Trust Advisors’s Portfolio BLFY Stock Details BLFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,935	Closed	-$128K	–	2603
2025 Q1	$128K	Sell	13,935 -98	-0.7%	-$936	﹤0.01%	2494
2024 Q4	$138K	Buy	+14,033	New	+$146K	﹤0.01%	2506
2024 Q2	–	Sell	-12,224	Closed	-$114K	–	2326
2024 Q1	$114K	Sell	12,224 -673	-5%	-$6.32K	﹤0.01%	2319
2023 Q4	$125K	Buy	+12,897	New	+$111K	﹤0.01%	2321
2023 Q3	–	Sell	-10,557	Closed	-$107K	–	2363
2023 Q2	$107K	Sell	10,557 -3,372	-24%	-$32.5K	﹤0.01%	2330
2023 Q1	$133K	Sell	13,929 -8,822	-39%	-$101K	﹤0.01%	2327
2022 Q4	$292K	Buy	22,751 +11,956	+111%	+$148K	﹤0.01%	2317
2022 Q3	$120K	Sell	10,795 -1,302	-11%	-$15.2K	﹤0.01%	2426
2022 Q2	$145K	Buy	+12,097	New	+$149K	﹤0.01%	2425

Other funds holding BLFY

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's BLFY Position: Q2 2025 in Review

First Trust Advisors sold out of Blue Foundry Bancorp (BLFY) in Q2 2025, closing a stake of 13,935 shares — an estimated $128K sold.

First Trust Advisors first reported a position in BLFY in Q2 2022 and held it in 9 quarters. The position peaked at $292K in Q4 2022. 79 funds tracked by Wall St. Rank hold BLFY as of Q2 2025.

First Trust Advisors reported no remaining Blue Foundry Bancorp position as of Q2 2025 after selling out during the quarter.
First Trust Advisors sold 13,935 Blue Foundry Bancorp shares in Q2 2025, an estimated $128K.
First Trust Advisors first reported a position in Blue Foundry Bancorp in Q2 2022 and held it in 9 quarters.
First Trust Advisors's Blue Foundry Bancorp position peaked at $292K in Q4 2022.
79 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2025.

Based on First Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.