KCM
BMTX

Kennedy Capital Management’s BM Technologies, Inc. BMTX Stock Holding History

Kennedy Capital Management’s Portfolio BMTX Stock Details BMTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-62,341
Closed -$125K – 728
2023
Q3 		$125K Buy
62,341
+1,465
+2% +$3.59K ﹤0.01% 664
2023
Q2 		$181K Buy
+60,876
New +$184K ﹤0.01% 657
2023
Q1 		– Sell
-265,050
Closed -$1.38M – 649
2022
Q4 		$1.38M Sell
265,050
-134,315
-34% -$857K 0.04% 448
2022
Q3 		$2.67M Sell
399,365
-3,132
-0.8% -$19.3K 0.08% 376
2022
Q2 		$2.37M Sell
402,497
-4,438
-1% -$31.1K 0.07% 400
2022
Q1 		$3.48M Buy
406,935
+9,222
+2% +$85.5K 0.08% 376
2021
Q4 		$3.66M Sell
397,713
-1,436
-0.4% -$14.3K 0.08% 391
2021
Q3 		$3.55M Buy
399,149
+72,615
+22% +$743K 0.08% 407
2021
Q2 		$4.06M Buy
326,534
+109,057
+50% +$1.26M 0.09% 396
2021
Q1 		$2.53M Buy
217,477
+206,977
+1,971% +$2.81M 0.05% 492
2020
Q4 		$147K Buy
+10,500
New +$119K ﹤0.01% 653

Other funds holding BMTX

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return