VWM
BLFY

Venturi Wealth Management’s Blue Foundry Bancorp BLFY Stock Holding History

Venturi Wealth Management’s Portfolio BLFY Stock Details BLFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-779
Closed -$7.64K – 724
2024
Q4 		$7.64K Hold
779
– – ﹤0.01% 1513
2024
Q3 		$7.99K Buy
+779
New +$8.1K ﹤0.01% 1250

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Venturi Wealth Management's BLFY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Blue Foundry Bancorp (BLFY) in Q1 2025, closing a stake of 779 shares — an estimated $7.64K sold.

Venturi Wealth Management first reported a position in BLFY in Q3 2024 and held it in 2 quarters. The position peaked at $7.99K in Q3 2024. 80 funds tracked by Wall St. Rank hold BLFY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Blue Foundry Bancorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 779 Blue Foundry Bancorp shares in Q1 2025, an estimated $7.64K.
  • Venturi Wealth Management first reported a position in Blue Foundry Bancorp in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Blue Foundry Bancorp position peaked at $7.99K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.