LSV Asset Management
BMTX

LSV Asset Management’s BM Technologies, Inc. BMTX Stock Holding History

LSV Asset 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
2022
Q4 		– Sell
-13,863
Closed -$93K – 893
2022
Q3 		$93K Sell
13,863
-3,970
-22% -$24.4K ﹤0.01% 834
2022
Q2 		$105K Sell
17,833
-3,447
-16% -$24.1K ﹤0.01% 846
2022
Q1 		$182K Sell
21,280
-6,877
-24% -$63.8K ﹤0.01% 834
2021
Q4 		$259K Sell
28,157
-34,553
-55% -$344K ﹤0.01% 813
2021
Q3 		$558K Sell
62,710
-11,574
-16% -$118K ﹤0.01% 761
2021
Q2 		$924K Buy
+74,284
New +$859K ﹤0.01% 730

Other funds holding BMTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return