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Independent Financial Group’s OptimumBank Holdings OPHC Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-35,353
Closed -$168K – 1241
2024
Q4 		$168K Buy
+35,353
New +$170K 0.01% 1113

Other funds holding OPHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Independent Financial Group's OPHC Position: Q1 2025 in Review

Independent Financial Group sold out of OptimumBank Holdings (OPHC) in Q1 2025, closing a stake of 35,353 shares — an estimated $168K sold.

Independent Financial Group first reported a position in OPHC in Q4 2024 and held it in 1 quarter. The position peaked at $168K in Q4 2024. 20 funds tracked by Wall St. Rank hold OPHC as of Q1 2025.

  • Independent Financial Group reported no remaining OptimumBank Holdings position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 35,353 OptimumBank Holdings shares in Q1 2025, an estimated $168K.
  • Independent Financial Group first reported a position in OptimumBank Holdings in Q4 2024 and held it in 1 quarter.
  • Independent Financial Group's OptimumBank Holdings position peaked at $168K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.