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Wittenberg Investment Management’s Broadway Financial BYFC Stock Holding History

Wittenberg Investment Management’s Portfolio BYFC Stock Details BYFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$408K Hold
56,156
– – 0.15% 55
2025
Q4 		$416K Buy
56,156
+321
+0.6% +$2.09K 0.16% 53
2025
Q3 		$400K Hold
55,835
– – 0.16% 53
2025
Q2 		$405K Buy
55,835
+1,953
+4% +$12.5K 0.18% 53
2025
Q1 		$386K Buy
53,882
+2,765
+5% +$21K 0.17% 52
2024
Q4 		$350K Hold
51,117
– – 0.14% 54
2024
Q3 		$329K Buy
51,117
+5,566
+12% +$33.2K 0.11% 66
2024
Q2 		$234K Buy
45,551
+9,423
+26% +$47.4K 0.08% 72
2024
Q1 		$199K Buy
36,128
+11,409
+46% +$69.8K 0.07% 77
2023
Q4 		$168K Buy
24,719
+3,218
+15% +$21.9K 0.06% 75
2023
Q3 		$169K Buy
21,501
+2,041
+10% +$15.6K 0.06% 77
2023
Q2 		$151K Buy
19,460
+11,909
+158% +$93.4K 0.05% 79
2023
Q1 		$63.4K Buy
+7,551
New +$71.1K 0.02% 82

Other funds holding BYFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wittenberg Investment Management's BYFC Position: Q1 2026 in Review

Wittenberg Investment Management held its Broadway Financial (BYFC) position steady in Q1 2026 at 56,156 shares worth $408K. The position accounts for 0.15% of the portfolio, ranked #55.

Wittenberg Investment Management first reported a position in BYFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $416K in Q4 2025. 18 funds tracked by Wall St. Rank hold BYFC as of Q1 2026.

  • Wittenberg Investment Management held 56,156 shares of Broadway Financial worth $408K as of Q1 2026.
  • Wittenberg Investment Management left its Broadway Financial share count unchanged in Q1 2026.
  • Broadway Financial made up 0.15% of Wittenberg Investment Management's portfolio in Q1 2026, its #55 holding.
  • Wittenberg Investment Management first reported a position in Broadway Financial in Q1 2023 and has held it in 13 quarters since.
  • Wittenberg Investment Management's Broadway Financial position peaked at $416K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Broadway Financial as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.