Jim Simons
BSBK icon

Jim Simons’s Bogota Financial BSBK Stock Holding History

Jim Simons’s Portfolio BSBK Stock Details BSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
60,851
+29,600
+95% +$257K ﹤0.01% 2569
2026
Q1 		$266K Buy
31,251
+700
+2% +$5.91K ﹤0.01% 2838
2025
Q4 		$258K Buy
30,551
+1,700
+6% +$14.5K ﹤0.01% 2816
2025
Q3 		$262K Sell
28,851
-6,923
-19% -$60.3K ﹤0.01% 3056
2025
Q2 		$279K Sell
35,774
-2,077
-5% -$14.9K ﹤0.01% 3066
2025
Q1 		$290K Hold
37,851
– – ﹤0.01% 2937
2024
Q4 		$284K Sell
37,851
-800
-2% -$6.44K ﹤0.01% 3060
2024
Q3 		$320K Buy
38,651
+1,400
+4% +$10.3K ﹤0.01% 2960
2024
Q2 		$251K Sell
37,251
-5,049
-12% -$34.1K ﹤0.01% 2979
2024
Q1 		$299K Buy
42,300
+400
+1% +$3.13K ﹤0.01% 3089
2023
Q4 		$337K Sell
41,900
-2,900
-6% -$21.2K ﹤0.01% 2938
2023
Q3 		$331K Buy
44,800
+5,200
+13% +$41.2K ﹤0.01% 2886
2023
Q2 		$323K Sell
39,600
-6,331
-14% -$53.5K ﹤0.01% 3101
2023
Q1 		$459K Buy
45,931
+4,731
+11% +$52.9K ﹤0.01% 2928
2022
Q4 		$461K Buy
41,200
+11,786
+40% +$133K ﹤0.01% 2996
2022
Q3 		$324K Sell
29,414
-7,970
-21% -$88.3K ﹤0.01% 3179
2022
Q2 		$419K Buy
37,384
+1,648
+5% +$18K ﹤0.01% 3259
2022
Q1 		$383K Sell
35,736
-2,264
-6% -$23.3K ﹤0.01% 3352
2021
Q4 		$387K Sell
38,000
-2,600
-6% -$26.6K ﹤0.01% 3207
2021
Q3 		$419K Sell
40,600
-11,304
-22% -$117K ﹤0.01% 2950
2021
Q2 		$528K Buy
51,904
+33,604
+184% +$337K ﹤0.01% 2945
2021
Q1 		$188K Buy
+18,300
New +$174K ﹤0.01% 3163

Other funds holding BSBK

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jim Simons's BSBK Position: Q2 2026 in Review

Jim Simons increased its Bogota Financial (BSBK) stake by 95% in Q2 2026, buying an estimated $257K and bringing the position to 60,851 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Jim Simons first reported a position in BSBK in Q1 2021 and has held it in 22 quarters since. 12 funds tracked by Wall St. Rank hold BSBK as of Q2 2026.

  • Jim Simons held 60,851 shares of Bogota Financial worth $549K as of Q2 2026.
  • Jim Simons bought 29,600 Bogota Financial shares in Q2 2026, an estimated $257K.
  • Bogota Financial made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2569 holding.
  • Jim Simons first reported a position in Bogota Financial in Q1 2021 and has held it in 22 quarters since.
  • 12 funds tracked by Wall St. Rank held Bogota Financial as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.