BVFL — BV FINL INC
Reported value held$35.66M
Funds holding (latest)24
SectorFinancials
Funds holding (Q2 2026)19
Institutional value$24.03M · 1.13M sh
New / Add / Cut / Exit3 / 11 / 3 / 0
Top-5 / Top-10 concentration87.0% / 96.6%
Institutional holdings change
Accumulating +7.3%
(+77.39K sh)
Institutional value change
Up +18.8%
As of Q2 2026, 19 SEC-registered investment managers reported holding BVFL (BV FINL INC) in their latest 13F filings, with a combined reported value of $24.03M across 1.13M shares. That is +7.3% by share count (+77.39K shares) versus the previous quarter, while reported value moved +18.8%. Ownership is concentrated: the five largest holders account for 87.0% of reported value and the top ten for 96.6%.
Compared with the prior quarter, 3 opened new positions, 11 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BVFL is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 593.53K | $12.57M | 0.00% | Add |
| Geode Capital Management history | 174.35K | $3.69M | 0.00% | Add |
| Arrowstreet Capital history | 115.25K | $2.44M | 0.00% | Hold |
| Northern Trust Corp history | 52.90K | $1.12M | 0.00% | Add |
| Goldman Sachs Group history | 51.05K | $1.08M | 0.00% | Reduce |
| Morgan Stanley history | 26.77K | $567.10K | 0.00% | Add |
| Bank of America Corp history | 22.21K | $470.51K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 21.94K | $464.71K | 0.00% | Add |
| BNY Mellon history | 19.75K | $418.37K | 0.00% | Add |
| Citadel Advisors history | 18.68K | $395.58K | 0.00% | New |
| AQR Capital Management history | 15.00K | $317.68K | 0.00% | New |
| Deutsche Bank AG history | 6.63K | $140.36K | 0.00% | Add |
| Wells Fargo & Co history | 5.68K | $120.34K | 0.00% | Add |
| UBS Group AG history | 3.45K | $72.99K | 0.00% | Reduce |
| Citigroup Inc history | 3.13K | $66.31K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.91K | $61.98K | 0.00% | New |
| Legal & General Investment Management America history | 739 | $15.65K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 442 | $9.36K | 0.00% | Add |
| PNC Financial Services history | 22 | $466 | 0.00% | Hold |
Q1 2026 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 567.35K | $10.86M | 0.00% | Add |
| Geode Capital Management history | 165.51K | $3.17M | 0.00% | Reduce |
| Arrowstreet Capital history | 115.25K | $2.21M | 0.00% | Hold |
| Goldman Sachs Group history | 62.75K | $1.20M | 0.00% | Add |
| Northern Trust Corp history | 50.47K | $965.96K | 0.00% | Reduce |
| Bank of America Corp history | 23.77K | $454.98K | 0.00% | Add |
| Morgan Stanley history | 21.81K | $417.39K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 20.16K | $385.79K | 0.00% | Reduce |
| BNY Mellon history | 17.84K | $341.38K | 0.00% | Reduce |
| UBS Group AG history | 4.03K | $77.19K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.25K | $62.24K | 0.00% | New |
| Wells Fargo & Co history | 2.60K | $49.69K | 0.00% | Reduce |
| Citigroup Inc history | 1.35K | $25.76K | 0.00% | Add |
| Legal & General Investment Management America history | 508 | $9.72K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 388 | $7.42K | 0.00% | Hold |
| PNC Financial Services history | 22 | $421 | 0.00% | Add |
Q4 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 548.63K | $9.95M | 0.00% | Add |
| Vanguard Group history | 468.40K | $8.50M | 0.00% | Reduce |
| Geode Capital Management history | 184.03K | $3.34M | 0.00% | Reduce |
| Arrowstreet Capital history | 115.25K | $2.09M | 0.00% | Hold |
| Northern Trust Corp history | 55.10K | $999.51K | 0.00% | Reduce |
| Goldman Sachs Group history | 43.20K | $783.72K | 0.00% | Add |
| Charles Schwab Investment Management history | 24.85K | $450.76K | 0.00% | Reduce |
| Morgan Stanley history | 23.46K | $425.49K | 0.00% | Add |
| BNY Mellon history | 22.51K | $408.40K | 0.00% | Add |
| Bank of America Corp history | 21.54K | $390.64K | 0.00% | Add |
| Two Sigma Investments history | 13.38K | $242.66K | 0.00% | Add |
| Wells Fargo & Co history | 9.11K | $165.31K | 0.00% | Add |
| UBS Group AG history | 5.51K | $99.97K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.68K | $84.89K | 0.00% | Reduce |
| Legal & General Investment Management America history | 779 | $14.13K | 0.00% | Hold |
| Citigroup Inc history | 407 | $7.38K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 387 | $7.02K | 0.00% | Add |
| PNC Financial Services history | 20 | $363 | 0.00% | Reduce |
Q3 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 537.15K | $8.66M | 0.00% | Add |
| Vanguard Group history | 500.81K | $8.07M | 0.00% | Add |
| Geode Capital Management history | 193.21K | $3.12M | 0.00% | Reduce |
| Arrowstreet Capital history | 115.25K | $1.86M | 0.00% | Reduce |
| Northern Trust Corp history | 62.65K | $1.01M | 0.00% | Reduce |
| Goldman Sachs Group history | 31.85K | $513.36K | 0.00% | New |
| Charles Schwab Investment Management history | 26.67K | $429.99K | 0.00% | Hold |
| BNY Mellon history | 21.14K | $340.86K | 0.00% | Add |
| Morgan Stanley history | 19.12K | $308.25K | 0.00% | Add |
| Bank of America Corp history | 18.39K | $296.40K | 0.00% | Add |
| Two Sigma Investments history | 12.18K | $196.39K | 0.00% | New |
| JPMorgan Chase & Co history | 8.13K | $131.14K | 0.00% | Add |
| UBS Group AG history | 7.71K | $124.37K | 0.00% | Add |
| Wells Fargo & Co history | 6.47K | $104.31K | 0.00% | Add |
| Legal & General Investment Management America history | 779 | $12.56K | 0.00% | Hold |
| Citigroup Inc history | 97 | $1.56K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 46 | $742 | 0.00% | New |
| PNC Financial Services history | 22 | $355 | 0.00% | New |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 500.87K | $7.63M | 0.00% | Add |
| BlackRock Inc history | 500.87K | $7.63M | 0.00% | Add |
| Vanguard Group history | 496.56K | $7.56M | 0.00% | Add |
| Geode Capital Management history | 207.44K | $3.16M | 0.00% | Add |
| Arrowstreet Capital history | 124.94K | $1.90M | 0.00% | Reduce |
| Northern Trust Corp history | 66.33K | $1.01M | 0.00% | Add |
| Citadel Advisors history | 27.01K | $411.36K | 0.00% | Add |
| Citadel Advisors history | 27.01K | $411.36K | 0.00% | Add |
| Charles Schwab Investment Management history | 26.67K | $406.25K | 0.00% | New |
| BNY Mellon history | 20.39K | $310.62K | 0.00% | New |
| Morgan Stanley history | 16.31K | $248.37K | 0.00% | Add |
| Morgan Stanley history | 16.31K | $248.37K | 0.00% | Add |
| Deutsche Bank AG history | 15.71K | $239.34K | 0.00% | New |
| Deutsche Bank AG history | 15.71K | $239.34K | 0.00% | New |
| Marshall Wace history | 13.62K | $207.42K | 0.00% | New |
| UBS Group AG history | 6.47K | $98.60K | 0.00% | Add |
| Wells Fargo & Co history | 5.56K | $84.69K | 0.00% | New |
| JPMorgan Chase & Co history | 4.11K | $62.58K | 0.00% | New |
| JPMorgan Chase & Co history | 4.11K | $62.58K | 0.00% | New |
| Bank of America Corp history | 3.70K | $56.29K | 0.00% | Add |
| Citigroup Inc history | 2.91K | $44.27K | 0.00% | Reduce |
| Legal & General Investment Management America history | 779 | $11.86K | 0.00% | New |
Q1 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 476.05K | $7.26M | 0.00% | Hold |
| BlackRock Inc history | 172.73K | $2.64M | 0.00% | Reduce |
| BlackRock Inc history | 172.73K | $2.64M | 0.00% | Reduce |
| Millennium Management history | 164.95K | $2.52M | 0.00% | Add |
| Arrowstreet Capital history | 161.64K | $2.47M | 0.00% | Add |
| Geode Capital Management history | 106.09K | $1.62M | 0.00% | Add |
| Goldman Sachs Group history | 44.78K | $683.33K | 0.00% | Add |
| Goldman Sachs Group history | 44.78K | $683.33K | 0.00% | Add |
| Northern Trust Corp history | 19.77K | $301.74K | 0.00% | Reduce |
| Citadel Advisors history | 14.73K | $224.83K | 0.00% | Reduce |
| Citadel Advisors history | 14.73K | $224.83K | 0.00% | Reduce |
| Citigroup Inc history | 14.06K | $214.62K | 0.00% | Reduce |
| Balyasny Asset Management history | 10.84K | $165.36K | 0.00% | New |
| Morgan Stanley history | 5.86K | $89.42K | 0.00% | Add |
| Morgan Stanley history | 5.86K | $89.42K | 0.00% | Add |
| UBS Group AG history | 2.11K | $32.17K | 0.00% | Add |
| Bank of America Corp history | 83 | $1.27K | 0.00% | Add |
New Positions (Q2 2026)
- Citadel Advisors 18.68K sh · $395.58K
- AQR Capital Management 15.00K sh · $317.68K
- JPMorgan Chase & Co 2.91K sh · $61.98K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 593.53K | 567.35K | 548.63K | 537.15K | 500.87K | 172.73K | 174.61K | 165.56K | — | — | — | — |
| Geode Capital Management | 174.35K | 165.51K | 184.03K | 193.21K | 207.44K | 106.09K | 100.87K | 100.81K | 100.89K | 97.31K | 94.46K | 88.61K |
| Arrowstreet Capital | 115.25K | 115.25K | 115.25K | 115.25K | 124.94K | 161.64K | 97.89K | 26.61K | 29.25K | 40.94K | — | — |
| Northern Trust Corp | 52.90K | 50.47K | 55.10K | 62.65K | 66.33K | 19.77K | 19.88K | 19.91K | 19.96K | 18.21K | 18.24K | 17.56K |
| Goldman Sachs Group | 51.05K | 62.75K | 43.20K | 31.85K | — | 44.78K | 31.84K | — | — | — | — | — |
| Morgan Stanley | 26.77K | 21.81K | 23.46K | 19.12K | 16.31K | 5.86K | 3.14K | 475 | 475 | 875 | 475 | 475 |
| Bank of America Corp | 22.21K | 23.77K | 21.54K | 18.39K | 3.70K | 83 | 79 | 133 | 80 | 1.46K | 7.69K | — |
| Charles Schwab Investment Management | 21.94K | 20.16K | 24.85K | 26.67K | 26.67K | — | — | — | — | — | — | — |
| BNY Mellon | 19.75K | 17.84K | 22.51K | 21.14K | 20.39K | — | — | — | — | — | — | — |
| Citadel Advisors | 18.68K | — | — | — | 27.01K | 14.73K | 23.58K | 12.24K | — | — | 16.64K | 12.57K |
| AQR Capital Management | 15.00K | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 6.63K | 3.25K | — | — | 15.71K | — | — | — | — | — | — | — |
| Wells Fargo & Co | 5.68K | 2.60K | 9.11K | 6.47K | 5.56K | — | — | — | — | 76 | 75 | 71 |
| UBS Group AG | 3.45K | 4.03K | 5.51K | 7.71K | 6.47K | 2.11K | 768 | 149 | 1.09K | 1.59K | 683 | 341 |
| Citigroup Inc | 3.13K | 1.35K | 407 | 97 | 2.91K | 14.06K | 19.38K | 12.04K | 9.22K | 13.38K | 12.92K | — |
| JPMorgan Chase & Co | 2.91K | — | 4.68K | 8.13K | 4.11K | — | — | — | — | 2.53K | 59 | — |
| Legal & General Investment Management America | 739 | 508 | 779 | 779 | 779 | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 442 | 388 | 387 | 46 | — | — | — | — | — | — | — | — |
| PNC Financial Services | 22 | 22 | 20 | 22 | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | 13.38K | 12.18K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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