Osaic Holdings
BMTX

Osaic Holdings’s BM Technologies, Inc. BMTX Stock Holding History

Osaic Holdings’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
2025
Q1 		– Sell
-180
Closed -$880 – 7831
2024
Q4 		$880 Hold
180
– – ﹤0.01% 6881
2024
Q3 		$612 Sell
180
-231
-56% -$658 ﹤0.01% 6971
2024
Q2 		$924 Buy
411
+105
+34% +$240 ﹤0.01% 6837
2024
Q1 		$505 Hold
306
– – ﹤0.01% 6812
2023
Q4 		$627 Hold
306
– – ﹤0.01% 6858
2023
Q3 		$612 Hold
306
– – ﹤0.01% 6952
2023
Q2 		$912 Sell
306
-39
-11% -$118 ﹤0.01% 6903
2023
Q1 		$1.21K Hold
345
– – ﹤0.01% 6890
2022
Q4 		$2K Hold
345
– – ﹤0.01% 6733
2022
Q3 		$2K Sell
345
-6
-2% -$37 ﹤0.01% 6862
2022
Q2 		$2K Hold
351
– – ﹤0.01% 6958
2022
Q1 		$3K Hold
351
– – ﹤0.01% 6795
2021
Q4 		$3K Hold
351
– – ﹤0.01% 6931
2021
Q3 		$3K Buy
+351
New +$3.59K ﹤0.01% 6784

Osaic Holdings's BMTX Position: Q1 2025 in Review

Osaic Holdings sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 180 shares — an estimated $880 sold.

Osaic Holdings first reported a position in BMTX in Q3 2021 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

  • Osaic Holdings reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
  • Osaic Holdings sold 180 BM Technologies, Inc. shares in Q1 2025, an estimated $880.
  • Osaic Holdings first reported a position in BM Technologies, Inc. in Q3 2021 and held it in 14 quarters.
  • Osaic Holdings's BM Technologies, Inc. position peaked at $3K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.