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 2025
Institutional positions in BV Financial, Inc. as of Jun 30, 2025. 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
- 50
- +12 vs. Q1 2025
- Shares held
- 4.74M
- +187.8K (+4.1%) vs. Q1 2025
- Total value
- $72.2M
- +$2.72M (+3.9%) vs. Q1 2025
- New holders
- 25
- 11 more added
- Sold out
- 13
- 7 more reduced
Compare with Q1 2025: 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 | $62.7M |
| Q3 2025 | 61 | $65.2M |
| 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 | $40.7M |
| Q4 2023 | 26 | $56.4M |
| 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 2025
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $762 | 0.00% | +50 | New |
| Sterling Capital Management LLC | 234 | $3.56K | 0.00% | +234 | New |
| Amalgamated Bank | 296 | $5.00K | 0.00% | +296 | New |
| State of Wyoming | 353 | $5.38K | 0.00% | −578−62.1% | Reduced |
| California State Teachers Retirement System | 541 | $8.24K | 0.00% | +541 | New |
| Royal Bank of Canada | 687 | $11.0K | 0.00% | +687 | New |
| Legal & General Group Plc | 779 | $11.9K | 0.00% | +779 | New |
| Ameritas Investment Partners, Inc. | 884 | $13.5K | 0.00% | +884 | New |
| BNP Paribas Arbitrage, SA | 1,157 | $17.6K | 0.00% | +1,157 | New |
| Harbor Investment Advisory, LLC | 1,530 | $23.3K | 0.00% | +1,530 | New |
| Nisa Investment Advisors, LLC | 1,648 | $25.1K | 0.00% | +1,648 | New |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $29.9K | 0.00% | +1,961 | New |
| Citigroup Inc | 2,907 | $44.3K | 0.00% | −11,157−79.3% | Reduced |
| Bank of America Corp | 3,696 | $56.3K | 0.00% | +3,613+4,353.0% | Added |
| JPMorgan Chase & Co | 4,109 | $62.6K | 0.00% | +4,109 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,735 | $72.1K | 0.00% | +4,735 | New |
| Covestor Ltd | 4,817 | $73.0K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,561 | $84.7K | 0.00% | +5,561 | New |
| MetLife Investment Management | 5,855 | $89.2K | 0.00% | +5,855 | New |
| UBS Group AG | 6,474 | $98.6K | 0.00% | +4,366+207.1% | Added |
| New York State Common Retirement Fund | 6,600 | $100.5K | 0.00% | +6,600 | New |
| Panagora Asset Management Inc | 10,958 | $166.9K | 0.00% | +10,958 | New |
| Nuveen, LLC | 11,285 | $171.9K | 0.00% | +11,285 | New |
| Susquehanna International Group, LLP | 12,788 | $194.8K | 0.00% | −143,452−91.8% | Reduced |
| Rhumbline Advisers | 12,918 | $196.7K | 0.00% | +12,918 | New |
| STRS Ohio | 13,100 | $199.5K | 0.00% | +13,100 | New |
| Marshall Wace, LLP | 13,619 | $207.4K | 0.00% | +13,619 | New |
| Barclays PLC | 15,540 | $236.7K | 0.00% | +12,434+400.3% | Added |
| Deutsche Bank AG | 15,715 | $239.3K | 0.00% | +15,715 | New |
| Morgan Stanley | 16,308 | $248.4K | 0.00% | +10,448+178.3% | Added |
| Bank of New York Mellon Corp | 20,395 | $310.6K | 0.00% | +20,395 | New |
| Courier Capital LLC | 25,000 | $380.8K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 26,674 | $406.2K | 0.00% | +26,674 | New |
| Citadel Advisors LLC | 27,010 | $411.4K | 0.00% | +12,277+83.3% | Added |
| Truffle Hound Capital, LLC | 60,158 | $916.2K | 0.61% | −89,842−59.9% | Reduced |
| Northern Trust Corp | 66,335 | $1.01M | 0.00% | +46,562+235.5% | Added |
| Raymond James Financial Inc | 81,917 | $1.25M | 0.00% | +81,917 | New |
| State Street Corp | 98,751 | $1.50M | 0.00% | +54,880+125.1% | Added |
| Stilwell Value LLC | 100,000 | $1.52M | 0.74% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 102,405 | $1.56M | 0.00% | +34,490+50.8% | Added |
| Arrowstreet Capital, Limited Partnership | 124,943 | $1.90M | 0.00% | −36,695−22.7% | Reduced |
| Gendell Jeffrey L | 141,262 | $2.15M | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 150,000 | $2.28M | 1.75% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 207,445 | $3.16M | 0.00% | +101,350+95.5% | Added |
| BlackBarn Capital Partners LP | 480,000 | $7.31M | 2.42% | 00.0% | Unchanged |
| Vanguard Group Inc | 496,555 | $7.56M | 0.00% | +20,501+4.3% | Added |
| BlackRock, Inc. | 500,874 | $7.63M | 0.00% | +328,141+190.0% | Added |
| Fourthstone LLC | 842,560 | $12.8M | 2.52% | −26,480−3.0% | Reduced |
| Alliancebernstein L.P. | 1,010,602 | $15.4M | 0.01% | −34,979−3.3% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −164,952−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −44,779−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,727−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,871−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,629−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,820−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,836−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |