BV FinancialBVFL

13F holders, Q2 2026 (June 30)
68holders
7new positions
5sold out
2famous investors
$20.70avg. 13F price*

At the end of Q2 2026, 68 institutions reported holding BV Financial Inc. (BVFL) in their 13F filings, unchanged from Q1 2026. 7 opened new positions and 5 sold out. The largest holders were Alliancebernstein L.P. ($14.6M), BlackRock, Inc. ($12.6M) and Vanguard Capital Management LLC ($6.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
BV Financial Inc.
Filed as
BV FINL INC (Q2 2026)
CUSIP
05603E208
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 28Q1 2024Q2 2024: 24Q2 2024Q3 2024: 28Q3 2024Q4 2024: 37Q4 2024Q1 2025: 38Q1 2025Q2 2025: 50Q2 2025Q3 2025: 61Q3 2025Q4 2025: 62Q4 2025Q1 2026: 68Q1 2026Q2 2026: 68Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$1.2M
Exits5$2.1M

All 13F filers, Q1 2026 → Q2 2026: 156,886 shares bought and 295,837 shares sold, net −138,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Alliancebernstein L.P. 0.00% Reduce -8.4% 764,934 $14.6M
BlackRock, Inc. 0.00% Add +4.6% 593,526 $12.6M
Vanguard Capital Management LLC 0.00% Reduce -17.6% 305,938 $6.5M
Geode Capital Management, LLC 0.00% Add +5.3% 174,351 $3.7M
Gendell Jeffrey L 0.03% No change 141,262 $3.0M
Oppenheimer & Close, LLC 1.80% No change 134,533 $2.8M
Dimensional Fund Advisors LP 0.00% Add +6.4% 128,692 $2.7M
Arrowstreet Capital, Limited Partnership 0.00% No change 115,248 $2.4M
State Street Corp. 0.00% Reduce -5.0% 100,798 $2.1M
Stilwell Value LLC 1.77% Reduce -11.1% 80,000 $1.7M
Beartown Capital Management, LLC 0.57% No change 60,616 $1.3M
Northern Trust Corp. 0.00% Add +4.8% 52,896 $1.1M
Goldman Sachs Group Inc. 0.00% Reduce -18.6% 51,050 $1.1M
Vanguard Fiduciary Trust Co. 0.00% Add +1.0% 45,934 $973K
Vanguard Portfolio Management LLC 0.00% Add +14.2% 45,499 $964K
HSBC Holdings PLC 0.00% Add +5.2% 39,888 $856K
Panagora Asset Management Inc. 0.00% Add +0.3% 28,375 $601K
Morgan Stanley 0.00% Add +22.8% 26,775 $567K
Bridgeway Capital Management, LLC 0.01% Add +6.7% 25,149 $533K
Barclays PLC 0.00% Reduce -1.3% 22,779 $482K
STRS Ohio 0.00% Add +71.8% 22,500 $477K
Bank of America Corp. 0.00% Reduce -6.5% 22,215 $471K
Empowered Funds, LLC 0.00% Add +7.7% 22,149 $469K
Charles Schwab Investment Management Inc. 0.00% Add +8.9% 21,941 $465K
Courier Capital LLC 0.02% No change 20,913 $443K
Bank of New York Mellon Corp 0.00% Add +10.8% 19,753 $418K
Citadel Advisors 0.00% New 18,677 $396K
Saber Capital Managment, LLC 0.26% Reduce -45.1% 17,314 $367K
Los Angeles Capital Management LLC 0.00% Add +110.0% 15,121 $320K
AQR Capital Management 0.00% New 14,999 $318K
O'shaughnessy Asset Management, LLC 0.00% New 13,544 $287K
Ritholtz Wealth Management 0.00% New 11,557 $245K
Rhumbline Advisers 0.00% Reduce -5.6% 9,611 $204K
Deutsche Bank AG 0.00% Add +103.8% 6,627 $140K
Wells Fargo & Company 0.00% Add +118.9% 5,682 $120K
Russell Investments Group, Ltd. 0.00% Add +275.4% 5,488 $116K
Covestor Ltd 0.06% Add +0.7% 4,850 $103K
Vanguard Global Advisers, LLC 0.00% No change 3,762 $80K
UBS Group AG 0.00% Reduce -14.6% 3,446 $73K
BNP Paribas Financial Markets 0.00% Add +98.9% 3,315 $70K
Citigroup Inc. 0.00% Add +132.6% 3,131 $66K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.6% 3,125 $66K
JPMorgan Chase & Co. 0.00% Add +0.6% 2,906 $62K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,961 $42K
Harbor Investment Advisory, LLC 0.00% No change 1,530 $32K
Royal Bank of Canada 0.00% Add +338.1% 1,358 $29K
Tower Research Capital LLC (TRC) 0.00% Reduce -21.3% 1,092 $23K
Blue Trust, Inc. 0.00% No change 1,070 $23K
Ameritas Investment Partners, Inc. 0.00% No change 884 $19K
Legal & General Group Plc 0.00% Add +45.5% 739 $16K
FMR LLC 0.00% Add +13.9% 442 $9K
New York State Common Retirement Fund 0.00% Reduce -94.0% 300 $6K
Arax Advisory Partners 0.00% Add +22800.0% 229 $5K
Sterling Capital Management LLC 0.00% Reduce -43.9% 128 $3K
California State Teachers Retirement System 0.00% Reduce -75.5% 93 $2K
EverSource Wealth Advisors, LLC 0.00% Add +7.3% 73 $2K
Avion Wealth 0.00% No change 50 $1K
GAMMA Investing LLC 0.00% No change 36 $762
Essential Partners LLC 0.00% Reduce -76.5% 27 $572
Physician Wealth Advisors, Inc. 0.00% New 25 $530
PNC Financial Services Group, Inc. 0.00% No change 22 $466
Farther Finance Advisors, LLC 0.00% Add +83.3% 11 $234
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 11 $233
Rothschild Investment LLC 0.00% Add +133.3% 7 $148
IFP Advisors, Inc 0.00% Add +200.0% 6 $127
Basecamp Wealth Advisors LLC 0.00% Add +66.7% 5 $106
Fortitude Family Office, LLC 0.00% New 3 $64
True Wealth Design, LLC 0.00% New 2 $43

"% of holder's portfolio" is BVFL's weight in each manager's 13F, not the share of BV Financial Inc. the manager owns.