LWA
BLFY

Ledgewood Wealth Advisors’s Blue Foundry Bancorp BLFY Stock Holding History

Ledgewood Wealth Advisors’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
2024
Q2 		– Sell
-18,878
Closed -$177K – 61
2024
Q1 		$177K Hold
18,878
– – 0.16% 60
2023
Q4 		$183K Buy
+18,878
New +$162K 0.17% 55

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Ledgewood Wealth Advisors's BLFY Position: Q2 2024 in Review

Ledgewood Wealth Advisors sold out of Blue Foundry Bancorp (BLFY) in Q2 2024, closing a stake of 18,878 shares — an estimated $177K sold.

Ledgewood Wealth Advisors first reported a position in BLFY in Q4 2023 and held it in 2 quarters. The position peaked at $183K in Q4 2023. 68 funds tracked by Wall St. Rank hold BLFY as of Q2 2024.

  • Ledgewood Wealth Advisors reported no remaining Blue Foundry Bancorp position as of Q2 2024 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 18,878 Blue Foundry Bancorp shares in Q2 2024, an estimated $177K.
  • Ledgewood Wealth Advisors first reported a position in Blue Foundry Bancorp in Q4 2023 and held it in 2 quarters.
  • Ledgewood Wealth Advisors's Blue Foundry Bancorp position peaked at $183K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2024.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2024, filed 15 Apr 2025.