Stifel Financial’s OptimumBank Holdings OPHC Stock Holding History

Stifel Financial’s Portfolio OPHC Stock Details OPHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,000	Closed	-$49.1K	–	3402
2022 Q4	$49.1K	Hold	12,000	–	–	﹤0.01%	3186
2022 Q3	$49K	Hold	12,000	–	–	﹤0.01%	3184
2022 Q2	$48K	Hold	12,000	–	–	﹤0.01%	3234
2022 Q1	$51K	Hold	12,000	–	–	﹤0.01%	3306
2021 Q4	$47K	Buy	+12,000	New	+$58.3K	﹤0.01%	3316
2021 Q3	–	Sell	-10,000	Closed	-$48K	–	3389
2021 Q2	$48K	Hold	10,000	–	–	﹤0.01%	3278
2021 Q1	$39K	Buy	+10,000	New	+$38.2K	﹤0.01%	3168

Other funds holding OPHC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

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

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

WAM

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial's OPHC Position: Q1 2023 in Review

Stifel Financial sold out of OptimumBank Holdings (OPHC) in Q1 2023, closing a stake of 12,000 shares — an estimated $49.1K sold.

Stifel Financial first reported a position in OPHC in Q1 2021 and held it in 7 quarters. The position peaked at $51K in Q1 2022. 10 funds tracked by Wall St. Rank hold OPHC as of Q1 2023.

Stifel Financial reported no remaining OptimumBank Holdings position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 12,000 OptimumBank Holdings shares in Q1 2023, an estimated $49.1K.
Stifel Financial first reported a position in OptimumBank Holdings in Q1 2021 and held it in 7 quarters.
Stifel Financial's OptimumBank Holdings position peaked at $51K in Q1 2022.
10 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.