Kovitz Investment Group Partners’s Blue Foundry Bancorp BLFY Stock Holding History

Kovitz Investment Group Partners’s Portfolio BLFY Stock Details BLFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,000	Closed	-$90.9K	–	547
2025 Q3	$90.9K	Hold	10,000	–	–	﹤0.01%	1373
2025 Q2	$95.7K	Sell	10,000 -4,500	-31%	-$41.7K	﹤0.01%	1329
2025 Q1	$133K	Sell	14,500 -2,000	-12%	-$19.1K	﹤0.01%	1200
2024 Q4	$162K	Sell	16,500 -4,997	-23%	-$52K	﹤0.01%	1184
2024 Q3	$210K	Buy	+21,497	New	+$223K	﹤0.01%	939

Other funds holding BLFY

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Kovitz Investment Group Partners's BLFY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Blue Foundry Bancorp (BLFY) in Q4 2025, closing a stake of 10,000 shares — an estimated $90.9K sold.

Kovitz Investment Group Partners first reported a position in BLFY in Q3 2024 and held it in 5 quarters. The position peaked at $210K in Q3 2024. 104 funds tracked by Wall St. Rank hold BLFY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Blue Foundry Bancorp position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,000 Blue Foundry Bancorp shares in Q4 2025, an estimated $90.9K.
Kovitz Investment Group Partners first reported a position in Blue Foundry Bancorp in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Blue Foundry Bancorp position peaked at $210K in Q3 2024.
104 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.