undamentalytics Newsletter

Optimumbank Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Optimumbank Holdings 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, 16 institutions that filed 13F reports for both quarters added to or opened positions in Optimumbank Holdings, and 3 cut or closed them. Together they added a net 690K shares, +41.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 537K shares (+72.6%); index fund managers were net buyers of 107K shares (+19.8%). 7 opened a new position and 1 sold out entirely.

Bought, Q2 2026 16 institutions, 7 of them new holders Sold, Q2 2026 3 institutions, 1 of them sold out
Net change, all compared +690K shares (+41.4%)
Net change, active managers +537K shares (+72.6%), 4 bought, 0 sold

Buyers versus sellers

institutions compared, 25
Active managers and hedge funds 4 bought · 0 sold · +537K
Index fund managers 4 bought · 1 sold · +107K
Other institutions 8 bought · 2 sold · +46K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager +432K New position 432K $2.5M
Mink Brook Asset Management LLC +79K New position 79K $458,744
Sparta 24 Ltd. +73K New position 73K $428,907
Vanguard Capital Management LLC Index funds +62K +18.1% 406K $2.4M
Citadel Advisors LLC Hedge fund +43K New position 43K $248,860
Alliancebernstein L.P. Active manager +32K +5.6% 616K $3.1M
Renaissance Technologies LLC Hedge fund +30K +24.4% 155K $905,498
Geode Capital Management, LLC Index funds +28K +35.7% 108K $629,843
Blackrock, Inc. Index funds +13K +51.5% 37K $218,755
Xtx Topco Ltd +10K New position 10K $61,291
Dimensional Fund Advisors LP +6,175 +8.6% 78K $453,546
Vanguard Fiduciary Trust Co Index funds +4,267 +7.5% 61K $357,665
Globeflex Capital L P +3,089 +25.4% 15K $89,078
Sbi Securities Co., Ltd. +489 New position 489 $2,856
UBS Group AG +417 +74.1% 980 $5,723
Barclays PLC +70 New position 70 $409

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Susquehanna International Group, LLP −65K −54.4% 55K $319,045
LPL Financial LLC −62K Sold out 0 —
Northern Trust Corp Index funds −448 −1.8% 25K $145,824

New positions

largest by value
InstitutionSharesValue June 30, 2026
Wellington Management Group LLPActive manager 432K $2.5M
Mink Brook Asset Management LLC 79K $458,744
Sparta 24 Ltd. 73K $428,907
Citadel Advisors LLCHedge fund 43K $248,860
Xtx Topco Ltd 10K $61,291
Sbi Securities Co., Ltd. 489 $2,856
Barclays PLC 70 $409

Sold out

largest by value
InstitutionSharesValue March 31, 2026
LPL Financial LLC 62K $314,145

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
24
Ten largest holders
89.3%
of 13F-reported shares
Index fund managers
27.5%
of 13F-reported shares
Active managers and hedge funds
54.1%
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 4 0 2 0 +537K +72.6%
Index fund managers 4 1 0 0 +107K +19.8%
Other institutions 8 2 5 1 +46K +11.9%

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.

← Back to Optimumbank Holdings, Inc. · Insiders · Politicians