BV Financial, Inc.
BVFL- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001302387
No open-market purchases or sales by BV Financial, Inc. insiders were filed in the last 90 days; 68 institutions reported holding it in 13F filings for Q2 2026, worth $66.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BV Financial, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 68
- +2 vs. Q1 2026
- Shares held
- 3.22M
- −139.0K (−4.1%) vs. Q1 2026
- Total value
- $66.7M
- +$3.19M (+5.0%) vs. Q1 2026
- New holders
- 7
- 31 more added
- Sold out
- 5
- 16 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BVFL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 68 | $66.7M |
| Q1 2026 | 68 | $63.5M |
| Q4 2025 | 62 | $63.1M |
| Q3 2025 | 61 | $65.3M |
| Q2 2025 | 50 | $72.2M |
| Q1 2025 | 38 | $69.5M |
| Q4 2024 | 37 | $77.4M |
| Q3 2024 | 28 | $65.3M |
| Q2 2024 | 24 | $47.1M |
| Q1 2024 | 28 | $40.8M |
| Q4 2023 | 26 | $56.5M |
| Q3 2023 | 18 | $29.9M |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 764,934 | $14.6M | 0.00% | −70,231−8.4% | Reduced |
| BlackRock, Inc. | 593,526 | $12.6M | 0.00% | +26,181+4.6% | Added |
| Vanguard Capital Management LLC | 305,938 | $6.48M | 0.00% | −65,519−17.6% | Reduced |
| Geode Capital Management, LLC | 174,351 | $3.69M | 0.00% | +8,843+5.3% | Added |
| Gendell Jeffrey L | 141,262 | $2.99M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 134,533 | $2.85M | 1.80% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 128,692 | $2.73M | 0.00% | +7,759+6.4% | Added |
| Arrowstreet Capital, Limited Partnership | 115,248 | $2.44M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 100,798 | $2.13M | 0.00% | −5,244−4.9% | Reduced |
| Stilwell Value LLC | 80,000 | $1.69M | 0.97% | −10,000−11.1% | Reduced |
| Beartown Capital Management, LLC | 60,616 | $1.28M | 0.57% | 00.0% | Unchanged |
| Northern Trust Corp | 52,896 | $1.12M | 0.00% | +2,428+4.8% | Added |
| Goldman Sachs Group Inc | 51,050 | $1.08M | 0.00% | −11,702−18.6% | Reduced |
| Vanguard Fiduciary Trust Co | 45,934 | $972.9K | 0.00% | +453+1.0% | Added |
| Vanguard Portfolio Management LLC | 45,499 | $963.7K | 0.00% | +5,665+14.2% | Added |
| HSBC Holdings PLC | 39,888 | $855.8K | 0.00% | +1,965+5.2% | Added |
| Panagora Asset Management Inc | 28,375 | $601.0K | 0.00% | +90+0.3% | Added |
| Morgan Stanley | 26,775 | $567.1K | 0.00% | +4,968+22.8% | Added |
| Bridgeway Capital Management, LLC | 25,149 | $532.7K | 0.01% | +1,578+6.7% | Added |
| Barclays PLC | 22,779 | $482.5K | 0.00% | −299−1.3% | Reduced |
| STRS Ohio | 22,500 | $476.6K | 0.00% | +9,400+71.8% | Added |
| Bank of America Corp | 22,215 | $470.5K | 0.00% | −1,556−6.5% | Reduced |
| Empowered Funds, LLC | 22,149 | $469.1K | 0.00% | +1,578+7.7% | Added |
| Charles Schwab Investment Management Inc | 21,941 | $464.7K | 0.00% | +1,785+8.9% | Added |
| Courier Capital LLC | 20,913 | $442.9K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,753 | $418.4K | 0.00% | +1,917+10.7% | Added |
| Citadel Advisors LLC | 18,677 | $395.6K | 0.00% | +18,677 | New |
| Saber Capital Managment, LLC | 17,314 | $366.7K | 0.26% | −14,252−45.1% | Reduced |
| Los Angeles Capital Management LLC | 15,121 | $320.3K | 0.00% | +7,919+110.0% | Added |
| AQR Capital Management LLC | 14,999 | $317.7K | 0.00% | +14,999 | New |
| O'Shaughnessy Asset Management, LLC | 13,544 | $286.9K | 0.00% | +13,544 | New |
| Ritholtz Wealth Management | 11,557 | $244.8K | 0.00% | +11,557 | New |
| Rhumbline Advisers | 9,611 | $203.6K | 0.00% | −573−5.6% | Reduced |
| Deutsche Bank AG | 6,627 | $140.4K | 0.00% | +3,375+103.8% | Added |
| Wells Fargo & Company | 5,682 | $120.3K | 0.00% | +3,086+118.9% | Added |
| Russell Investments Group, Ltd. | 5,488 | $116.2K | 0.00% | +4,026+275.4% | Added |
| Covestor Ltd | 4,850 | $103.0K | 0.06% | +33+0.7% | Added |
| Vanguard Global Advisers, LLC | 3,762 | $79.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,446 | $73.0K | 0.00% | −587−14.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,315 | $70.2K | 0.00% | +1,648+98.9% | Added |
| Citigroup Inc | 3,131 | $66.3K | 0.00% | +1,785+132.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,125 | $66.2K | 0.00% | −85−2.6% | Reduced |
| JPMorgan Chase & Co | 2,906 | $62.0K | 0.00% | +16+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $41.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,530 | $32.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,358 | $29.0K | 0.00% | +1,048+338.1% | Added |
| Tower Research Capital LLC (TRC) | 1,092 | $23.1K | 0.00% | −296−21.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,070 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 884 | $18.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 739 | $15.7K | 0.00% | +231+45.5% | Added |
| FMR LLC | 442 | $9.36K | 0.00% | +54+13.9% | Added |
| New York State Common Retirement Fund | 300 | $6.35K | 0.00% | −4,700−94.0% | Reduced |
| SRS Capital Advisors, Inc. | 229 | $4.85K | 0.00% | +228+22,800.0% | Added |
| Sterling Capital Management LLC | 128 | $2.71K | 0.00% | −100−43.9% | Reduced |
| California State Teachers Retirement System | 93 | $1.97K | 0.00% | −287−75.5% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $1.54K | 0.00% | +5+7.4% | Added |
| Avion Wealth | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 36 | $762 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 27 | $572 | 0.00% | −88−76.5% | Reduced |
| UMA Financial Services, Inc. | 25 | $530 | 0.00% | +25 | New |
| The PNC Financial Services Group, Inc. | 22 | $466 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $234 | 0.00% | +5+83.3% | Added |
| UBS Asset Management Americas Inc | 11 | $233 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $148 | 0.00% | +4+133.3% | Added |
| IFP Advisors, Inc | 6 | $127 | 0.00% | +4+200.0% | Added |
| Basecamp Wealth Advisors LLC | 5 | $106 | 0.00% | +2+66.7% | Added |
| Fortitude Family Office, LLC | 3 | $64 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $43 | 0.00% | +2 | New |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −110,071−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |