Jim Simons
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Jim Simons’s OptimumBank Holdings OPHC Stock Holding History

Jim Simons’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
2026
Q2 		$905K Buy
155,051
+30,451
+24% +$168K ﹤0.01% 2354
2026
Q1 		$635K Buy
124,600
+14,400
+13% +$72.2K ﹤0.01% 2499
2025
Q4 		$468K Buy
110,200
+15,500
+16% +$63.9K ﹤0.01% 2599
2025
Q3 		$388K Sell
94,700
-5,700
-6% -$24.9K ﹤0.01% 2896
2025
Q2 		$449K Sell
100,400
-16,857
-14% -$72.7K ﹤0.01% 2889
2025
Q1 		$482K Sell
117,257
-19,216
-14% -$86.2K ﹤0.01% 2760
2024
Q4 		$650K Buy
136,473
+19,971
+17% +$95.8K ﹤0.01% 2719
2024
Q3 		$532K Buy
116,502
+64,074
+122% +$292K ﹤0.01% 2766
2024
Q2 		$225K Buy
52,428
+9,228
+21% +$39.6K ﹤0.01% 3007
2024
Q1 		$185K Buy
43,200
+1,140
+3% +$4.98K ﹤0.01% 3244
2023
Q4 		$176K Buy
42,060
+560
+1% +$1.9K ﹤0.01% 3174
2023
Q3 		$132K Buy
41,500
+200
+0.5% +$616 ﹤0.01% 3189
2023
Q2 		$119K Sell
41,300
-3,900
-9% -$11.9K ﹤0.01% 3433
2023
Q1 		$150K Sell
45,200
-17,690
-28% -$68K ﹤0.01% 3374
2022
Q4 		$257K Sell
62,890
-6,110
-9% -$26.4K ﹤0.01% 3303
2022
Q3 		$281K Sell
69,000
-8,963
-11% -$35.9K ﹤0.01% 3241
2022
Q2 		$312K Sell
77,963
-22,037
-22% -$90.5K ﹤0.01% 3431
2022
Q1 		$421K Sell
100,000
-32,200
-24% -$136K ﹤0.01% 3290
2021
Q4 		$520K Sell
132,200
-25,300
-16% -$123K ﹤0.01% 3055
2021
Q3 		$816K Buy
157,500
+11,101
+8% +$57.8K ﹤0.01% 2665
2021
Q2 		$706K Buy
146,399
+37,799
+35% +$153K ﹤0.01% 2817
2021
Q1 		$420K Buy
108,600
+71,000
+189% +$271K ﹤0.01% 2976
2020
Q4 		$127K Buy
37,600
+21,100
+128% +$62.9K ﹤0.01% 3226
2020
Q3 		$45K Buy
+16,500
New +$41.1K ﹤0.01% 3286

Other funds holding OPHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jim Simons's OPHC Position: Q2 2026 in Review

Jim Simons increased its OptimumBank Holdings (OPHC) stake by 24% in Q2 2026, buying an estimated $168K and bringing the position to 155,051 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Jim Simons first reported a position in OPHC in Q3 2020 and has held it in 24 quarters since. 24 funds tracked by Wall St. Rank hold OPHC as of Q2 2026.

  • Jim Simons held 155,051 shares of OptimumBank Holdings worth $905K as of Q2 2026.
  • Jim Simons bought 30,451 OptimumBank Holdings shares in Q2 2026, an estimated $168K.
  • OptimumBank Holdings made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2354 holding.
  • Jim Simons first reported a position in OptimumBank Holdings in Q3 2020 and has held it in 24 quarters since.
  • 24 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q2 2026.

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