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, Q1 2026
Institutional positions in BV Financial, Inc. as of Mar 31, 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
- +7 vs. Q4 2025
- Shares held
- 3.36M
- +371.2K (+12.4%) vs. Q4 2025
- Total value
- $63.5M
- +$9.29M (+17.1%) vs. Q4 2025
- New holders
- 12
- 14 more added
- Sold out
- 5
- 26 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $19 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $38 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $57 | 0.00% | +1+50.0% | Added |
| Basecamp Wealth Advisors LLC | 3 | $57 | 0.00% | +3 | New |
| MAI Capital Management | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $114 | 0.00% | −1−14.3% | Reduced |
| Allworth Financial LP | 6 | $115 | 0.00% | +6 | New |
| UBS Asset Management Americas Inc | 11 | $211 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22 | $421 | 0.00% | +2+10.0% | Added |
| GAMMA Investing LLC | 36 | $689 | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 68 | $1.30K | 0.00% | +2+3.0% | Added |
| Essential Partners LLC | 115 | $2.20K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 228 | $4.36K | 0.00% | −240−51.3% | Reduced |
| State of Wyoming | 236 | $4.52K | 0.00% | −75−24.1% | Reduced |
| Royal Bank of Canada | 310 | $6.00K | 0.00% | −422−57.7% | Reduced |
| California State Teachers Retirement System | 380 | $7.27K | 0.00% | −119−23.8% | Reduced |
| FMR LLC | 388 | $7.42K | 0.00% | +1+0.3% | Added |
| CWM, LLC | 488 | $9.34K | 0.00% | +15+3.2% | Added |
| Legal & General Group Plc | 508 | $9.72K | 0.00% | −271−34.8% | Reduced |
| Ameritas Investment Partners, Inc. | 884 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,070 | $20.5K | 0.00% | +1,070 | New |
| Citigroup Inc | 1,346 | $25.8K | 0.00% | +939+230.7% | Added |
| Tower Research Capital LLC (TRC) | 1,388 | $26.6K | 0.00% | +770+124.6% | Added |
| Russell Investments Group, Ltd. | 1,462 | $28.0K | 0.00% | −21−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,530 | $29.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,667 | $31.9K | 0.00% | −435−20.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $37.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,596 | $49.7K | 0.00% | −6,517−71.5% | Reduced |
| JPMorgan Chase & Co | 2,890 | $55.4K | 0.00% | −1,790−38.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,210 | $61.4K | 0.00% | −640−16.6% | Reduced |
| Deutsche Bank AG | 3,252 | $62.2K | 0.00% | +3,252 | New |
| Vanguard Global Advisers, LLC | 3,762 | $72.0K | 0.00% | +3,762 | New |
| UBS Group AG | 4,033 | $77.2K | 0.00% | −1,478−26.8% | Reduced |
| Covestor Ltd | 4,817 | $92.0K | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,000 | $95.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,202 | $137.8K | 0.00% | −3,492−32.7% | Reduced |
| Rhumbline Advisers | 10,184 | $194.9K | 0.00% | −1,677−14.1% | Reduced |
| STRS Ohio | 13,100 | $250.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,836 | $341.4K | 0.00% | −4,678−20.8% | Reduced |
| Charles Schwab Investment Management Inc | 20,156 | $385.8K | 0.00% | −4,693−18.9% | Reduced |
| Empowered Funds, LLC | 20,571 | $393.7K | 0.00% | +20,571 | New |
| Courier Capital LLC | 20,913 | $400.3K | 0.02% | −4,087−16.3% | Reduced |
| Morgan Stanley | 21,807 | $417.4K | 0.00% | −1,649−7.0% | Reduced |
| Barclays PLC | 23,078 | $441.7K | 0.00% | −6,125−21.0% | Reduced |
| Bridgeway Capital Management, LLC | 23,571 | $451.1K | 0.01% | +1,824+8.4% | Added |
| Bank of America Corp | 23,771 | $455.0K | 0.00% | +2,236+10.4% | Added |
| Panagora Asset Management Inc | 28,285 | $541.4K | 0.00% | 00.0% | Unchanged |
| Saber Capital Managment, LLC | 31,566 | $604.2K | 0.47% | −2,700−7.9% | Reduced |
| HSBC Holdings PLC | 37,923 | $733.1K | 0.00% | +15,384+68.3% | Added |
| Vanguard Portfolio Management LLC | 39,834 | $762.4K | 0.00% | +39,834 | New |
| Vanguard Fiduciary Trust Co | 45,481 | $870.5K | 0.00% | +45,481 | New |
| Northern Trust Corp | 50,468 | $966.0K | 0.00% | −4,632−8.4% | Reduced |
| Beartown Capital Management, LLC | 60,616 | $1.16M | 0.92% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 62,752 | $1.20M | 0.00% | +19,548+45.2% | Added |
| Stilwell Value LLC | 90,000 | $1.72M | 1.03% | −5,000−5.3% | Reduced |
| State Street Corp | 106,042 | $2.03M | 0.00% | −622−0.6% | Reduced |
| Raymond James Financial Inc | 110,071 | $2.11M | 0.00% | +9,523+9.5% | Added |
| Arrowstreet Capital, Limited Partnership | 115,248 | $2.21M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 120,933 | $2.31M | 0.00% | +5,428+4.7% | Added |
| Oppenheimer & Close, LLC | 134,533 | $2.57M | 1.62% | −15,467−10.3% | Reduced |
| Gendell Jeffrey L | 141,262 | $2.70M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 165,508 | $3.17M | 0.00% | −18,522−10.1% | Reduced |
| Vanguard Capital Management LLC | 371,457 | $7.11M | 0.00% | +371,457 | New |
| BlackRock, Inc. | 567,345 | $10.9M | 0.00% | +18,716+3.4% | Added |
| Alliancebernstein L.P. | 835,165 | $15.1M | 0.00% | −72,849−8.0% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,377−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −11,285−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −5,217−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |