Principal Financial Group
BMTX

Principal Financial Group’s BM Technologies, Inc. BMTX Stock Holding History

Principal Financial Group’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
2021
Q3 		– Sell
-34,448
Closed -$429K – 2630
2021
Q2 		$429K Hold
34,448
– – ﹤0.01% 2254
2021
Q1 		$401K Buy
+34,448
New +$467K ﹤0.01% 2203

Other funds holding BMTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
GPCM
Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group's BMTX Position: Q3 2021 in Review

Principal Financial Group sold out of BM Technologies, Inc. (BMTX) in Q3 2021, closing a stake of 34,448 shares — an estimated $429K sold.

Principal Financial Group first reported a position in BMTX in Q1 2021 and held it in 2 quarters. The position peaked at $429K in Q2 2021. 85 funds tracked by Wall St. Rank hold BMTX as of Q3 2021.

  • Principal Financial Group reported no remaining BM Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Principal Financial Group sold 34,448 BM Technologies, Inc. shares in Q3 2021, an estimated $429K.
  • Principal Financial Group first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 2 quarters.
  • Principal Financial Group's BM Technologies, Inc. position peaked at $429K in Q2 2021.
  • 85 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.