Osaic Holdings’s Broadway Financial BYFC Stock Holding History

Osaic Holdings’s Portfolio BYFC Stock Details BYFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8K	Hold	1,760	–	–	﹤0.01%	6142
2025 Q4	$13K	Buy	1,760 +250	+17%	+$1.63K	﹤0.01%	6168
2025 Q3	$11K	Hold	1,510	–	–	﹤0.01%	6300
2025 Q2	$10.9K	Buy	1,510 +500	+50%	+$3.2K	﹤0.01%	6091
2025 Q1	$7.24K	Hold	1,010	–	–	﹤0.01%	5959
2024 Q4	$6.92K	Hold	1,010	–	–	﹤0.01%	6011
2024 Q3	$6.5K	Buy	+1,010	New	+$6.02K	﹤0.01%	6085
2023 Q3	–	Sell	-25	Closed	-$194	–	7405
2023 Q2	$194	Sell	25 -113	-82%	-$886	﹤0.01%	7214
2023 Q1	$1.16K	Hold	138	–	–	﹤0.01%	6899
2022 Q4	$1K	Hold	138	–	–	﹤0.01%	6842
2022 Q3	$1K	Hold	138	–	–	﹤0.01%	6950
2022 Q2	$1K	Hold	138	–	–	﹤0.01%	7039
2022 Q1	$1K	Hold	138	–	–	﹤0.01%	6997
2021 Q4	$2K	Buy	138 +23	+20%	+$513	﹤0.01%	6984
2021 Q3	$3K	Buy	115 +37	+47%	+$972	﹤0.01%	6718
2021 Q2	$2K	Hold	78	–	–	﹤0.01%	6683
2021 Q1	$1K	Hold	78	–	–	﹤0.01%	6618
2020 Q4	$1K	Hold	78	–	–	﹤0.01%	6180
2020 Q3	$1K	Buy	+78	New	+$1.15K	﹤0.01%	5975

Other funds holding BYFC

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Osaic Holdings's BYFC Position: Q1 2026 in Review

Osaic Holdings held its Broadway Financial (BYFC) position steady in Q1 2026 at 1,760 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6142.

Osaic Holdings first reported a position in BYFC in Q3 2020 and has held it in 19 quarters since. The position peaked at $13K in Q4 2025. 18 funds tracked by Wall St. Rank hold BYFC as of Q1 2026.

Osaic Holdings held 1,760 shares of Broadway Financial worth $12.8K as of Q1 2026.
Osaic Holdings left its Broadway Financial share count unchanged in Q1 2026.
Broadway Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6142 holding.
Osaic Holdings first reported a position in Broadway Financial in Q3 2020 and has held it in 19 quarters since.
Osaic Holdings's Broadway Financial position peaked at $13K in Q4 2025.
18 funds tracked by Wall St. Rank held Broadway Financial as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.