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, Q4 2025
Institutional positions in BV Financial, Inc. as of Dec 31, 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
- 62
- +1 vs. Q3 2025
- Shares held
- 3.46M
- −584.1K (−14.5%) vs. Q3 2025
- Total value
- $62.7M
- −$2.45M (−3.8%) vs. Q3 2025
- New holders
- 8
- 21 more added
- Sold out
- 7
- 20 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $18 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $36 | 0.00% | −8−80.0% | Reduced |
| Rothschild Investment LLC | 2 | $36 | 0.00% | +2 | New |
| MAI Capital Management | 3 | $55 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 7 | $127 | 0.00% | +7 | New |
| UBS Asset Management Americas Inc | 11 | $200 | 0.00% | +11 | New |
| The PNC Financial Services Group, Inc. | 20 | $363 | 0.00% | −2−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 66 | $1.20K | 0.00% | +9+15.8% | Added |
| Essential Partners LLC | 115 | $2.09K | 0.00% | −1−0.9% | Reduced |
| Amalgamated Bank | 255 | $5.00K | 0.00% | −41−13.9% | Reduced |
| State of Wyoming | 311 | $5.64K | 0.00% | +6+2.0% | Added |
| Larson Financial Group LLC | 346 | $6.28K | 0.00% | −419−54.8% | Reduced |
| FMR LLC | 387 | $7.02K | 0.00% | +341+741.3% | Added |
| Citigroup Inc | 407 | $7.38K | 0.00% | +310+319.6% | Added |
| Sterling Capital Management LLC | 468 | $8.49K | 0.00% | −114−19.6% | Reduced |
| CWM, LLC | 473 | $9.00K | 0.00% | +233+97.1% | Added |
| California State Teachers Retirement System | 499 | $9.05K | 0.00% | −43−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 618 | $11.2K | 0.00% | −53−7.9% | Reduced |
| Royal Bank of Canada | 732 | $13.0K | 0.00% | +518+242.1% | Added |
| Legal & General Group Plc | 779 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 884 | $16.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,483 | $26.9K | 0.00% | +114+8.3% | Added |
| Harbor Investment Advisory, LLC | 1,530 | $27.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $35.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,102 | $38.1K | 0.00% | −275−11.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,850 | $69.8K | 0.00% | −211−5.2% | Reduced |
| JPMorgan Chase & Co | 4,680 | $84.9K | 0.00% | −3,455−42.5% | Reduced |
| Covestor Ltd | 4,817 | $87.0K | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,000 | $90.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,217 | $94.6K | 0.00% | +5,217 | New |
| UBS Group AG | 5,511 | $100.0K | 0.00% | −2,204−28.6% | Reduced |
| Wells Fargo & Company | 9,113 | $165.3K | 0.00% | +2,642+40.8% | Added |
| Los Angeles Capital Management LLC | 10,694 | $176.5K | 0.00% | −2,001−15.8% | Reduced |
| Nuveen, LLC | 11,285 | $204.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,861 | $215.2K | 0.00% | −1,442−10.8% | Reduced |
| STRS Ohio | 13,100 | $237.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,377 | $242.7K | 0.00% | +1,194+9.8% | Added |
| Bank of America Corp | 21,535 | $390.6K | 0.00% | +3,148+17.1% | Added |
| Bridgeway Capital Management, LLC | 21,747 | $394.5K | 0.01% | +1,983+10.0% | Added |
| HSBC Holdings PLC | 22,539 | $406.4K | 0.00% | +891+4.1% | Added |
| Bank of New York Mellon Corp | 22,514 | $408.4K | 0.00% | +1,369+6.5% | Added |
| Morgan Stanley | 23,456 | $425.5K | 0.00% | +4,334+22.7% | Added |
| Charles Schwab Investment Management Inc | 24,849 | $450.8K | 0.00% | −1,825−6.8% | Reduced |
| Courier Capital LLC | 25,000 | $453.5K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 28,285 | $513.1K | 0.00% | +3,097+12.3% | Added |
| Barclays PLC | 29,203 | $529.7K | 0.00% | +781+2.7% | Added |
| Saber Capital Managment, LLC | 34,266 | $621.6K | 0.53% | +34,266 | New |
| Goldman Sachs Group Inc | 43,204 | $783.7K | 0.00% | +11,358+35.7% | Added |
| Northern Trust Corp | 55,100 | $999.5K | 0.00% | −7,549−12.0% | Reduced |
| Beartown Capital Management, LLC | 60,616 | $1.10M | 0.86% | +60,616 | New |
| Stilwell Value LLC | 95,000 | $1.72M | 0.95% | −5,000−5.0% | Reduced |
| Raymond James Financial Inc | 100,548 | $1.82M | 0.00% | +16,317+19.4% | Added |
| State Street Corp | 106,664 | $1.93M | 0.00% | +299+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 115,248 | $2.09M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 115,505 | $2.10M | 0.00% | +7,812+7.3% | Added |
| Gendell Jeffrey L | 141,262 | $2.56M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 150,000 | $2.72M | 1.85% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 184,030 | $3.34M | 0.00% | −9,184−4.8% | Reduced |
| Vanguard Group Inc | 468,402 | $8.50M | 0.00% | −32,407−6.5% | Reduced |
| BlackRock, Inc. | 548,629 | $9.95M | 0.00% | +11,476+2.1% | Added |
| Alliancebernstein L.P. | 908,014 | $16.5M | 0.01% | −64,778−6.7% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −297,624−100.0% | Sold out |
| BlackBarn Capital Partners LP | 0 | $0 | 0.00% | −291,442−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,764−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,799−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |