undamentalytics Newsletter

Bogota Financial Corp.: which funds bought and sold

Institutions that bought and sold Bogota Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in Bogota Financial, and 8 cut or closed them. Together they sold a net 95K shares, −10.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4,958 shares (+6.4%); index fund managers were net sellers of 13K shares (−4.7%). 2 opened a new position and 3 sold out entirely.

Bought, Q2 2026 8 institutions, 2 of them new holders Sold, Q2 2026 8 institutions, 3 of them sold out
Net change, all compared −95K shares (−10.3%)
Net change, active managers +4,958 shares (+6.4%), 2 bought, 1 sold

Buyers versus sellers

institutions compared, 18
Active managers and hedge funds 2 bought · 1 sold · +4,958
Index fund managers 3 bought · 2 sold · −13K
Other institutions 3 bought · 5 sold · −87K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Renaissance Technologies LLC Hedge fund +30K +94.7% 61K $549,485
Citadel Advisors LLC Hedge fund +22K New position 22K $196,240
Vanguard Capital Management LLC Index funds +9,196 +5.4% 181K $1.6M
Blackrock, Inc. Index funds +3,669 +30.4% 16K $142,195
Tower Research Capital LLC (TRC) +246 +88.8% 523 $4,723
Vanguard Fiduciary Trust Co Index funds +156 +0.7% 23K $207,112
Citigroup Inc +15 +1500.0% 16 $144
Barclays PLC +7 New position 7 $63

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
M3F, Inc. −70K −14.2% 424K $3.8M
FMR LLC Active manager −46K Sold out 0 —
Northern Trust Corp Index funds −25K Sold out 0 —
Beese Fulmer Investment Management, Inc. −15K Sold out 0 —
Bank Of America Corp −1,737 −5.6% 29K $262,213
Geode Capital Management, LLC Index funds −1,619 −3.2% 49K $441,476
Northwestern Mutual Wealth Management Co −250 −7.8% 2,965 $26,774
UBS Group AG −9 −0.3% 2,670 $24,110

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 22K $196,240
Barclays PLC 7 $63

Sold out

largest by value
InstitutionSharesValue March 31, 2026
FMR LLCActive manager 46K $394,179
Northern Trust CorpIndex funds 25K $208,505
Beese Fulmer Investment Management, Inc. 15K $130,475

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
15
Ten largest holders
99.3%
of 13F-reported shares
Index fund managers
32.5%
of 13F-reported shares
Active managers and hedge funds
10.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 1 1 1 +4,958 +6.4%
Index fund managers 3 2 0 1 −13K −4.7%
Other institutions 3 5 1 1 −87K −15.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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