Pinnacle Wealth Planning Services’s Blue Foundry Bancorp BLFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-998
Closed -$13.2K 2759
2026
Q1
$13.2K Hold
998
﹤0.01% 1890
2025
Q4
$12.4K Buy
+998
New +$9.96K ﹤0.01% 1926

Pinnacle Wealth Planning Services's BLFY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Blue Foundry Bancorp (BLFY) in Q2 2026, closing a stake of 998 shares — an estimated $13.2K sold.

Pinnacle Wealth Planning Services first reported a position in BLFY in Q4 2025 and held it in 2 quarters. The position peaked at $13.2K in Q1 2026. 0 funds tracked by Wall St. Rank hold BLFY as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Blue Foundry Bancorp position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 998 Blue Foundry Bancorp shares in Q2 2026, an estimated $13.2K.
  • Pinnacle Wealth Planning Services first reported a position in Blue Foundry Bancorp in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Blue Foundry Bancorp position peaked at $13.2K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.