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 | $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 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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $43 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 3 | $64 | 0.00% | +3 | New |
| Basecamp Wealth Advisors LLC | 5 | $106 | 0.00% | +2+66.7% | Added |
| IFP Advisors, Inc | 6 | $127 | 0.00% | +4+200.0% | Added |
| Rothschild Investment LLC | 7 | $148 | 0.00% | +4+133.3% | Added |
| UBS Asset Management Americas Inc | 11 | $233 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $234 | 0.00% | +5+83.3% | Added |
| The PNC Financial Services Group, Inc. | 22 | $466 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $530 | 0.00% | +25 | New |
| Essential Partners LLC | 27 | $572 | 0.00% | −88−76.5% | Reduced |
| GAMMA Investing LLC | 36 | $762 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $1.54K | 0.00% | +5+7.4% | Added |
| California State Teachers Retirement System | 93 | $1.97K | 0.00% | −287−75.5% | Reduced |
| Sterling Capital Management LLC | 128 | $2.71K | 0.00% | −100−43.9% | Reduced |
| SRS Capital Advisors, Inc. | 229 | $4.85K | 0.00% | +228+22,800.0% | Added |
| New York State Common Retirement Fund | 300 | $6.35K | 0.00% | −4,700−94.0% | Reduced |
| FMR LLC | 442 | $9.36K | 0.00% | +54+13.9% | Added |
| Legal & General Group Plc | 739 | $15.7K | 0.00% | +231+45.5% | Added |
| Ameritas Investment Partners, Inc. | 884 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,070 | $22.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,092 | $23.1K | 0.00% | −296−21.3% | Reduced |
| Royal Bank of Canada | 1,358 | $29.0K | 0.00% | +1,048+338.1% | Added |
| Harbor Investment Advisory, LLC | 1,530 | $32.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $41.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,906 | $62.0K | 0.00% | +16+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,125 | $66.2K | 0.00% | −85−2.6% | Reduced |
| Citigroup Inc | 3,131 | $66.3K | 0.00% | +1,785+132.6% | Added |
| BNP Paribas Arbitrage, SA | 3,315 | $70.2K | 0.00% | +1,648+98.9% | Added |
| UBS Group AG | 3,446 | $73.0K | 0.00% | −587−14.6% | Reduced |
| Vanguard Global Advisers, LLC | 3,762 | $79.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,850 | $103.0K | 0.06% | +33+0.7% | Added |
| Russell Investments Group, Ltd. | 5,488 | $116.2K | 0.00% | +4,026+275.4% | Added |
| Wells Fargo & Company | 5,682 | $120.3K | 0.00% | +3,086+118.9% | Added |
| Deutsche Bank AG | 6,627 | $140.4K | 0.00% | +3,375+103.8% | Added |
| Rhumbline Advisers | 9,611 | $203.6K | 0.00% | −573−5.6% | Reduced |
| Ritholtz Wealth Management | 11,557 | $244.8K | 0.00% | +11,557 | New |
| O'Shaughnessy Asset Management, LLC | 13,544 | $286.9K | 0.00% | +13,544 | New |
| AQR Capital Management LLC | 14,999 | $317.7K | 0.00% | +14,999 | New |
| Los Angeles Capital Management LLC | 15,121 | $320.3K | 0.00% | +7,919+110.0% | Added |
| Saber Capital Managment, LLC | 17,314 | $366.7K | 0.26% | −14,252−45.1% | Reduced |
| Citadel Advisors LLC | 18,677 | $395.6K | 0.00% | +18,677 | New |
| Bank of New York Mellon Corp | 19,753 | $418.4K | 0.00% | +1,917+10.7% | Added |
| Courier Capital LLC | 20,913 | $442.9K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,941 | $464.7K | 0.00% | +1,785+8.9% | Added |
| Empowered Funds, LLC | 22,149 | $469.1K | 0.00% | +1,578+7.7% | Added |
| Bank of America Corp | 22,215 | $470.5K | 0.00% | −1,556−6.5% | Reduced |
| STRS Ohio | 22,500 | $476.6K | 0.00% | +9,400+71.8% | Added |
| Barclays PLC | 22,779 | $482.5K | 0.00% | −299−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 25,149 | $532.7K | 0.01% | +1,578+6.7% | Added |
| Morgan Stanley | 26,775 | $567.1K | 0.00% | +4,968+22.8% | Added |
| Panagora Asset Management Inc | 28,375 | $601.0K | 0.00% | +90+0.3% | Added |
| HSBC Holdings PLC | 39,888 | $855.8K | 0.00% | +1,965+5.2% | Added |
| Vanguard Portfolio Management LLC | 45,499 | $963.7K | 0.00% | +5,665+14.2% | Added |
| Vanguard Fiduciary Trust Co | 45,934 | $972.9K | 0.00% | +453+1.0% | Added |
| Goldman Sachs Group Inc | 51,050 | $1.08M | 0.00% | −11,702−18.6% | Reduced |
| Northern Trust Corp | 52,896 | $1.12M | 0.00% | +2,428+4.8% | Added |
| Beartown Capital Management, LLC | 60,616 | $1.28M | 0.57% | 00.0% | Unchanged |
| Stilwell Value LLC | 80,000 | $1.69M | 0.97% | −10,000−11.1% | Reduced |
| State Street Corp | 100,798 | $2.13M | 0.00% | −5,244−4.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 115,248 | $2.44M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 128,692 | $2.73M | 0.00% | +7,759+6.4% | Added |
| Oppenheimer & Close, LLC | 134,533 | $2.85M | 1.80% | 00.0% | Unchanged |
| Gendell Jeffrey L | 141,262 | $2.99M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 174,351 | $3.69M | 0.00% | +8,843+5.3% | Added |
| Vanguard Capital Management LLC | 305,938 | $6.48M | 0.00% | −65,519−17.6% | Reduced |
| BlackRock, Inc. | 593,526 | $12.6M | 0.00% | +26,181+4.6% | Added |
| Alliancebernstein L.P. | 764,934 | $14.6M | 0.01% | −70,231−8.4% | Reduced |
| 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 |