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

Stifel Financial’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
2024 Q4	–	Sell	-10,000	Closed	-$34K	–	3500
2024 Q3	$34K	Hold	10,000	–	–	﹤0.01%	3320
2024 Q2	$22.5K	Hold	10,000	–	–	﹤0.01%	3322
2024 Q1	$16.5K	Hold	10,000	–	–	﹤0.01%	3312
2023 Q4	$20.5K	Sell	10,000 -5,000	-33%	-$12.9K	﹤0.01%	3273
2023 Q3	$30K	Hold	15,000	–	–	﹤0.01%	3221
2023 Q2	$44.7K	Buy	+15,000	New	+$45.4K	﹤0.01%	3246
2022 Q3	–	Sell	-10,000	Closed	-$59K	–	3403
2022 Q2	$59K	Buy	+10,000	New	+$70K	﹤0.01%	3212
2021 Q2	–	Sell	-28,596	Closed	-$333K	–	3394
2021 Q1	$333K	Buy	+28,596	New	+$388K	﹤0.01%	2723
2020 Q2	–	Sell	-47,999	Closed	-$494K	–	2972
2020 Q1	$494K	Buy	+47,999	New	+$493K	﹤0.01%	1872

Other funds holding BMTX

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Stifel Financial's BMTX Position: Q4 2024 in Review

Stifel Financial sold out of BM Technologies, Inc. (BMTX) in Q4 2024, closing a stake of 10,000 shares — an estimated $34K sold.

Stifel Financial first reported a position in BMTX in Q1 2020 and held it in 9 quarters. The position peaked at $494K in Q1 2020. 47 funds tracked by Wall St. Rank hold BMTX as of Q4 2024.

Stifel Financial reported no remaining BM Technologies, Inc. position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 10,000 BM Technologies, Inc. shares in Q4 2024, an estimated $34K.
Stifel Financial first reported a position in BM Technologies, Inc. in Q1 2020 and held it in 9 quarters.
Stifel Financial's BM Technologies, Inc. position peaked at $494K in Q1 2020.
47 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.