Osaic Holdings
GBNY

Osaic Holdings’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Osaic Holdings’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-907
Closed -$14.3K – 7764
2024
Q3 		$14.3K Buy
+907
New +$10.1K ﹤0.01% 5584
2023
Q3 		– Sell
-907
Closed -$8.23K – 7570
2023
Q2 		$8.23K Hold
907
– – ﹤0.01% 6070
2023
Q1 		$9.25K Hold
907
– – ﹤0.01% 6022
2022
Q4 		$10K Hold
907
– – ﹤0.01% 5952
2022
Q3 		$10K Hold
907
– – ﹤0.01% 6030
2022
Q2 		$10K Hold
907
– – ﹤0.01% 6103
2022
Q1 		$11K Hold
907
– – ﹤0.01% 6097
2021
Q4 		$11K Hold
907
– – ﹤0.01% 6215
2021
Q3 		$10K Hold
907
– – ﹤0.01% 6217
2021
Q2 		$9K Hold
907
– – ﹤0.01% 6150
2021
Q1 		$9K Buy
+907
New +$8.89K ﹤0.01% 5951

Other funds holding GBNY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Osaic Holdings's GBNY Position: Q4 2024 in Review

Osaic Holdings sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q4 2024, closing a stake of 907 shares — an estimated $14.3K sold.

Osaic Holdings first reported a position in GBNY in Q1 2021 and held it in 11 quarters. The position peaked at $14.3K in Q3 2024. 5 funds tracked by Wall St. Rank hold GBNY as of Q4 2024.

  • Osaic Holdings reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Osaic Holdings sold 907 Generations Bancorp NY, Inc. Common Stock shares in Q4 2024, an estimated $14.3K.
  • Osaic Holdings first reported a position in Generations Bancorp NY, Inc. Common Stock in Q1 2021 and held it in 11 quarters.
  • Osaic Holdings's Generations Bancorp NY, Inc. Common Stock position peaked at $14.3K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q4 2024.

Based on Osaic Holdings's 13F filing for Q4 2024, filed 7 Feb 2025.