NewEdge Advisors’s OptimumBank Holdings OPHC Stock Holding History

NewEdge Advisors’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 Q1	–	Sell	-1,229	Closed	-$5.22K	–	4321
2025 Q4	$5.22K	Buy	1,229 +438	+55%	+$1.81K	﹤0.01%	3668
2025 Q3	$3.25K	Sell	791 -393	-33%	-$1.71K	﹤0.01%	3659
2025 Q2	$5.29K	Buy	1,184 +26	+2%	+$112	﹤0.01%	3393
2025 Q1	$4.76K	Buy	+1,158	New	+$5.19K	﹤0.01%	3317

Other funds holding OPHC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

NewEdge Advisors's OPHC Position: Q1 2026 in Review

NewEdge Advisors sold out of OptimumBank Holdings (OPHC) in Q1 2026, closing a stake of 1,229 shares — an estimated $5.22K sold.

NewEdge Advisors first reported a position in OPHC in Q1 2025 and held it in 4 quarters. The position peaked at $5.29K in Q2 2025. 18 funds tracked by Wall St. Rank hold OPHC as of Q1 2026.

NewEdge Advisors reported no remaining OptimumBank Holdings position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 1,229 OptimumBank Holdings shares in Q1 2026, an estimated $5.22K.
NewEdge Advisors first reported a position in OptimumBank Holdings in Q1 2025 and held it in 4 quarters.
NewEdge Advisors's OptimumBank Holdings position peaked at $5.29K in Q2 2025.
18 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.