Wellington Management Group
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Wellington Management Group’s Bank7 Corp BSVN Stock Holding History

Wellington Management Group’s Portfolio BSVN Stock Details BSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-174,700
Closed -$4.29M – 1816
2023
Q2 		$4.29M Hold
174,700
– – ﹤0.01% 1311
2023
Q1 		$4.29M Buy
174,700
+48,500
+38% +$1.33M ﹤0.01% 1324
2022
Q4 		$3.23M Hold
126,200
– – ﹤0.01% 1383
2022
Q3 		$2.8M Buy
+126,200
New +$2.97M ﹤0.01% 1441
2018
Q4 		– Sell
-37,030
Closed -$712K – 2056
2018
Q3 		$712K Buy
+37,030
New +$707K ﹤0.01% 1953

Other funds holding BSVN

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's BSVN Position: Q3 2023 in Review

Wellington Management Group sold out of Bank7 Corp (BSVN) in Q3 2023, closing a stake of 174,700 shares — an estimated $4.29M sold.

Wellington Management Group first reported a position in BSVN in Q3 2018 and held it in 5 quarters. The position peaked at $4.29M in Q1 2023. 56 funds tracked by Wall St. Rank hold BSVN as of Q3 2023.

  • Wellington Management Group reported no remaining Bank7 Corp position as of Q3 2023 after selling out during the quarter.
  • Wellington Management Group sold 174,700 Bank7 Corp shares in Q3 2023, an estimated $4.29M.
  • Wellington Management Group first reported a position in Bank7 Corp in Q3 2018 and held it in 5 quarters.
  • Wellington Management Group's Bank7 Corp position peaked at $4.29M in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Bank7 Corp as of Q3 2023.

Based on Wellington Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.