UBS Group’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200,004
| Closed | -$978K | – | 11022 |
|
|
2024
Q4 | $978K | Buy |
+200,004
| New | +$870K | ﹤0.01% | 5313 |
|
|
2024
Q3 | – | Sell |
-7,985
| Closed | -$18K | – | 10266 |
|
|
2024
Q2 | $18K | Buy |
7,985
+696
| +10% | +$1.59K | ﹤0.01% | 7366 |
|
|
2024
Q1 | $12K | Sell |
7,289
-8,586
| -54% | -$16.5K | ﹤0.01% | 7154 |
|
|
2023
Q4 | $32.5K | Buy |
15,875
+15,652
| +7,019% | +$40.5K | ﹤0.01% | 6798 |
|
|
2023
Q3 | $446 | Buy |
223
+10
| +5% | +$25 | ﹤0.01% | 8489 |
|
|
2023
Q2 | $635 | Sell |
213
-6,427
| -97% | -$19.5K | ﹤0.01% | 8156 |
|
|
2023
Q1 | $23.4K | Buy |
6,640
+2,264
| +52% | +$9.17K | ﹤0.01% | 6970 |
|
|
2022
Q4 | $22.8K | Buy |
4,376
+199
| +5% | +$1.27K | ﹤0.01% | 7516 |
|
|
2022
Q3 | $27K | Buy |
4,177
+234
| +6% | +$1.44K | ﹤0.01% | 7013 |
|
|
2022
Q2 | $23K | Buy |
3,943
+3,915
| +13,982% | +$27.4K | ﹤0.01% | 6719 |
|
|
2022
Q1 | $0 | Sell |
28
-2,925
| -99% | -$27.1K | ﹤0.01% | 11048 |
|
|
2021
Q4 | $27K | Buy |
2,953
+2,542
| +618% | +$25.3K | ﹤0.01% | 7512 |
|
|
2021
Q3 | $4K | Buy |
411
+230
| +127% | +$2.35K | ﹤0.01% | 8700 |
|
|
2021
Q2 | $2K | Sell |
181
-225
| -55% | -$2.6K | ﹤0.01% | 8998 |
|
|
2021
Q1 | $5K | Sell |
406
-407
| -50% | -$5.52K | ﹤0.01% | 8346 |
|
|
2020
Q4 | $11K | Sell |
813
-2,586
| -76% | -$29.3K | ﹤0.01% | 7437 |
|
|
2020
Q3 | $35K | Buy |
+3,399
| New | +$35.6K | ﹤0.01% | 5896 |
|
|
2020
Q1 | – | Sell |
-1,867
| Closed | -$19K | – | 8520 |
|
|
2019
Q4 | $19K | Hold |
1,867
| – | – | ﹤0.01% | 6910 |
|
|
2019
Q3 | $19K | Hold |
1,867
| – | – | ﹤0.01% | 6773 |
|
|
2019
Q2 | $19K | Buy |
+1,867
| New | +$18.7K | ﹤0.01% | 6658 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 8272 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | +$10 | ﹤0.01% | 8371 |
|
UBS Group's BMTX Position: Q1 2025 in Review
UBS Group sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 200,004 shares — an estimated $978K sold.
UBS Group first reported a position in BMTX in Q4 2018 and held it in 21 quarters. The position peaked at $978K in Q4 2024. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.
- UBS Group reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
- UBS Group sold 200,004 BM Technologies, Inc. shares in Q1 2025, an estimated $978K.
- UBS Group first reported a position in BM Technologies, Inc. in Q4 2018 and held it in 21 quarters.
- UBS Group's BM Technologies, Inc. position peaked at $978K in Q4 2024.
- 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.
Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.