WITTENBERG INVESTMENT MANAGEMENT, INC. BLFY — BLUE FOUNDRY BANCORP

Ownership history in WITTENBERG INVESTMENT MANAGEMENT, INC.  ·  11 quarters on record

AI Ownership Summary

WITTENBERG INVESTMENT MANAGEMENT, INC. reported BLUE FOUNDRY BANCORP (BLFY) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows BLFY at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WITTENBERG INVESTMENT MANAGEMENT, INC.'s position in BLUE FOUNDRY BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLFY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WITTENBERG INVESTMENT MANAGEMENT, INC. held BLFY — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 18,195 -6,531 -26.4% 0.09% $241K 2026-05-14 $13.24
2025 Q4 ADDED — — — 24,726 +4,413 +21.7% 0.12% $307K 2026-02-13 $14.13
2025 Q3 REDUCED — — — 20,313 -1,200 -5.6% 0.07% $185K 2025-11-13 $8.20
2025 Q2 ADDED — — — 21,513 +3,000 +16.2% 0.09% $206K 2025-08-11 $8.65
2025 Q1 ADDED — — — 18,513 +500 +2.8% 0.08% $170K 2025-05-12 $10.03
2024 Q4 REDUCED — — — 18,013 -26,539 -59.6% 0.07% $177K 2025-02-13 $9.96
2024 Q3 REDUCED — — — 44,552 -800 -1.8% 0.15% $457K 2024-11-13 $11.24
2024 Q2 ADDED — — — 45,352 +4,570 +11.2% 0.14% $411K 2024-08-14 $9.91
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WITTENBERG INVESTMENT MANAGEMENT, INC. and BLFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WITTENBERG INVESTMENT MANAGEMENT, INC. reported owning BLFY?

WITTENBERG INVESTMENT MANAGEMENT, INC. reported BLFY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BLFY position in WITTENBERG INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BLFY was 0.15% in 2024 Q3.

What is the latest reported BLFY position on this page?

The most recent filing on this page is 2026 Q1, when WITTENBERG INVESTMENT MANAGEMENT, INC. reported 18,195 shares, equal to 0.09% of portfolio, with an estimated market value of $241K.

What does the chart on this BLFY ownership page compare?

The chart compares WITTENBERG INVESTMENT MANAGEMENT, INC.'s quarterly BLFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WITTENBERG INVESTMENT MANAGEMENT, INC. time their BLFY position?

Based on 13F filing dates vs. subsequent BLFY price moves, WITTENBERG INVESTMENT MANAGEMENT, INC. correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on BLFY relative to SPY over the holding period was -3.3%.

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