IC
BCOW

Innealta Capital’s 1895 Bancorp of Wisconsin BCOW Stock Holding History

Innealta Capital’s Portfolio BCOW Stock Details BCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24
Closed -$196 – 1780
2024
Q2 		$196 Buy
+24
New +$175 ﹤0.01% 1608

Other funds holding BCOW

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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Innealta Capital's BCOW Position: Q3 2024 in Review

Innealta Capital sold out of 1895 Bancorp of Wisconsin (BCOW) in Q3 2024, closing a stake of 24 shares — an estimated $196 sold.

Innealta Capital first reported a position in BCOW in Q2 2024 and held it in 1 quarter. The position peaked at $196 in Q2 2024. 19 funds tracked by Wall St. Rank hold BCOW as of Q3 2024.

  • Innealta Capital reported no remaining 1895 Bancorp of Wisconsin position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 24 1895 Bancorp of Wisconsin shares in Q3 2024, an estimated $196.
  • Innealta Capital first reported a position in 1895 Bancorp of Wisconsin in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's 1895 Bancorp of Wisconsin position peaked at $196 in Q2 2024.
  • 19 funds tracked by Wall St. Rank held 1895 Bancorp of Wisconsin as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.