Who owns BV Financial (BVFL)
Which tracked institutional funds hold BVFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BVFL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened BVFL while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BVFL’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BVFL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 66 tracked filers holding BVFL, 37 increased or opened the position and 25 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BVFL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- RAYMOND JAMES FINANCIAL INC$2M
Largest adds
- BlackRock, Inc.$2M
- GEODE CAPITAL MANAGEMENT, LLC$525K
- DIMENSIONAL FUND ADVISORS LP$411K
- GENDELL JEFFREY L$288K
- Oppenheimer & Close, LLC$274K
Largest trims
- VANGUARD CAPITAL MANAGEMENT LLC$630K
- ALLIANCEBERNSTEIN L.P.$509K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 764,934 | $15M | 16.5% | 2026-Q2 |
| BlackRock, Inc. added | 593,526 | $13M | 14.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 305,938 | $6M | 7.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 174,351 | $4M | 4.2% | 2026-Q2 |
| GENDELL JEFFREY L | 141,262 | $3M | 3.4% | 2026-Q2 |
| Oppenheimer & Close, LLC | 134,533 | $3M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 128,692 | $3M | 3.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115,248 | $2M | 2.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 100,798 | $2M | 2.4% | 2026-Q2 |
| STILWELL VALUE LLC trimmed | 80,000 | $2M | 1.9% | 2026-Q2 |
| Beartown Capital Management, LLC | 60,616 | $1M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 52,896 | $1M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 51,050 | $1M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 45,934 | $973K | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 45,499 | $964K | 1.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 39,888 | $856K | 1.0% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 28,375 | $601K | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 26,775 | $567K | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 25,149 | $533K | 0.6% | 2026-Q2 |
| BARCLAYS PLC trimmed | 22,779 | $482K | 0.5% | 2026-Q2 |
| STRS OHIO added | 22,500 | $477K | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 22,215 | $471K | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 22,149 | $469K | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 21,941 | $465K | 0.5% | 2026-Q2 |
| COURIER CAPITAL LLC | 20,913 | $443K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 19,753 | $418K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,677 | $396K | 0.4% | 2026-Q2 |
| Saber Capital Managment, LLC trimmed | 17,314 | $367K | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 15,121 | $320K | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 14,999 | $318K | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 13,544 | $287K | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT new | 11,557 | $245K | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 9,611 | $204K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 6,627 | $140K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,682 | $120K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 5,488 | $116K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,762 | $80K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 3,446 | $73K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,315 | $70K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,131 | $66K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,125 | $66K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,906 | $62K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $42K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 1,530 | $32K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,358 | $29K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,092 | $23K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 1,070 | $23K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 884 | $19K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 739 | $16K | 0.0% | 2026-Q2 |
| FMR LLC added | 442 | $9K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 300 | $6K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 229 | $5K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 128 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 93 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 73 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 36 | $762 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 27 | $572 | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 25 | $530 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 22 | $466 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 11 | $234 | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11 | $233 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 7 | $148 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 6 | $127 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 5 | $106 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 3 | $64 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 2 | $43 | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 110,071 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd | 4,817 | $92K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 488 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| State of Wyoming trimmed | 236 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP new | 6 | $115 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 3 | $58 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 2 | $38 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1 | $19 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Avion Wealth | 50 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 468,402 | $8M | 9.6% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP added | 13,377 | $243K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Nuveen, LLC | 11,285 | $205K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MetLife Investment Management, LLC trimmed | 5,217 | $95K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Larson Financial Group LLC trimmed | 346 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 255 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Fourthstone LLC trimmed | 297,624 | $5M | 5.4% | 2025-Q3 stale (3 quarters behind) |
| BlackBarn Capital Partners LP trimmed | 291,442 | $5M | 5.3% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 13,799 | $222K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| NISA INVESTMENT ADVISORS, LLC | 1,648 | $27K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Truffle Hound Capital, LLC trimmed | 60,158 | $916K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| MARSHALL WACE, LLP new | 13,619 | $207K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,788 | $195K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.