Wellington Management Group’s OptimumBank Holdings OPHC Stock Holding History

Wellington Management Group’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
2026 Q2	$2.52M	Buy	+431,634	New	+$2.38M	﹤0.01%	1577

Other funds holding OPHC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wellington Management Group's OPHC Position: Q2 2026 in Review

Wellington Management Group opened a new position in OptimumBank Holdings (OPHC) in Q2 2026: 431,634 shares worth $2.52M. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings.

25 funds tracked by Wall St. Rank hold OPHC as of Q2 2026.

Wellington Management Group held 431,634 shares of OptimumBank Holdings worth $2.52M as of Q2 2026.
OptimumBank Holdings was a new Wellington Management Group position in Q2 2026.
OptimumBank Holdings made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1577 holding.
25 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.