BV Financial, Inc. (BVFL) — Institutional Holders, Q2 2026
69 institutional investment managers reported a BVFL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $66.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BVFL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VANGUARD CAPITAL MANAGEMENTNew · +305,938 sh+$6.5M
- VANGUARD FIDUCIARYNew · +45,934 sh+$972.9K
- VANGUARD PORTFOLIO MANAGEMENTNew · +45,499 sh+$963.7K
- BlackRockAdded · +26,181 sh+$554.5K
- CITADEL ADVISORSNew · +18,677 sh+$395.6K
Biggest sellers
- RAYMOND JAMES FINANCIALSold out · -110,071 sh-$2.3M
- ALLIANCEBERNSTEIN L.P.Trimmed · -70,231 sh-$1.5M
- Saber Capital ManagmentTrimmed · -14,252 sh-$301.9K
- GOLDMAN SACHS GROUPTrimmed · -11,702 sh-$247.8K
- Stilwell ValueTrimmed · -10,000 sh-$211.8K
BVFL 13F holders ranked 1–69 of 69
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P.#1 · 764,934 sh | 764,934 | $14.6M | <0.01% | -8.4% |
| 2 | BlackRock#2 · 593,526 sh | 593,526 | $12.6M | <0.01% | +4.6% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 305,938 sh | 305,938 | $6.5M | <0.01% | New |
| 4 | GEODE CAPITAL MANAGEMENT#4 · 174,351 sh | 174,351 | $3.7M | <0.01% | +5.3% |
| 5 | GENDELL JEFFREY L#5 · 141,262 sh | 141,262 | $3.0M | 0.03% | 0.0% |
| 6 | Oppenheimer & Close#6 · 134,533 sh | 134,533 | $2.8M | 1.80% | 0.0% |
| 7 | DIMENSIONAL FUND ADVISORS#7 · 128,692 sh | 128,692 | $2.7M | <0.01% | +6.4% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#8 · 115,248 sh | 115,248 | $2.4M | <0.01% | 0.0% |
| 9 | STATE STREET#9 · 100,798 sh | 100,798 | $2.1M | <0.01% | -4.9% |
| 10 | Stilwell Value#10 · 80,000 sh | 80,000 | $1.7M | 0.97% | -11.1% |
| 11 | Beartown Capital Management#11 · 60,616 sh | 60,616 | $1.3M | 0.56% | 0.0% |
| 12 | NORTHERN#12 · 52,896 sh | 52,896 | $1.1M | <0.01% | +4.8% |
| 13 | GOLDMAN SACHS GROUP#13 · 51,050 sh | 51,050 | $1.1M | <0.01% | -18.6% |
| 14 | VANGUARD FIDUCIARY#14 · 45,934 sh | 45,934 | $972.9K | <0.01% | New |
| 15 | VANGUARD PORTFOLIO MANAGEMENT#15 · 45,499 sh | 45,499 | $963.7K | 0.00% | New |
| 16 | HSBC PLC#16 · 39,888 sh | 39,888 | $855.8K | <0.01% | +5.2% |
| 17 | PANAGORA ASSET MANAGEMENT#17 · 28,375 sh | 28,375 | $601.0K | <0.01% | +0.3% |
| 18 | MORGAN STANLEY#18 · 26,775 sh | 26,775 | $567.1K | 0.00% | +22.8% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT#19 · 25,149 sh | 25,149 | $532.7K | <0.01% | +6.7% |
| 20 | BARCLAYS PLC#20 · 22,779 sh | 22,779 | $482.5K | <0.01% | -1.3% |
| 21 | STRS OHIO#21 · 22,500 sh | 22,500 | $476.6K | <0.01% | +71.8% |
| 22 | BANK OF AMERICA#22 · 22,215 sh | 22,215 | $470.5K | 0.00% | -6.5% |
| 23 | Empowered Funds#23 · 22,149 sh | 22,149 | $469.1K | <0.01% | +7.7% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 21,941 sh | 21,941 | $464.7K | <0.01% | +8.9% |
| 25 | COURIER CAPITAL#25 · 20,913 sh | 20,913 | $442.9K | — | 0.0% |
| 26 | Bank of New York Mellon#26 · 19,753 sh | 19,753 | $418.4K | <0.01% | +10.7% |
| 27 | CITADEL ADVISORS#27 · 18,677 sh | 18,677 | $395.6K | 0.00% | New |
| 28 | Saber Capital Managment#28 · 17,314 sh | 17,314 | $366.7K | 0.25% | -45.1% |
| 29 | LOS ANGELES CAPITAL MANAGEMENT#29 · 15,121 sh | 15,121 | $320.3K | <0.01% | +110.0% |
| 30 | AQR CAPITAL MANAGEMENT#30 · 14,999 sh | 14,999 | $317.7K | <0.01% | New |
| 31 | O'SHAUGHNESSY ASSET MANAGEMENT#31 · 13,544 sh | 13,544 | $286.9K | <0.01% | New |
| 32 | RITHOLTZ WEALTH MANAGEMENT#32 · 11,557 sh | 11,557 | $244.8K | <0.01% | New |
| 33 | RHUMBLINE ADVISERS#33 · 9,611 sh | 9,611 | $203.6K | <0.01% | -5.6% |
| 34 | DEUTSCHE BANK AG\#34 · 6,627 sh | 6,627 | $140.4K | 0.00% | +103.8% |
| 35 | WELLS FARGO & COMPANY#35 · 5,682 sh | 5,682 | $120.3K | 0.00% | +118.9% |
| 36 | Russell Investments Group, Ltd.#36 · 5,488 sh | 5,488 | $116.2K | <0.01% | +275.4% |
| 37 | Covestor Ltd#37 · 4,850 sh | 4,850 | $103.0K | 0.06% | +0.7% |
| 38 | Vanguard Global Advisers#38 · 3,762 sh | 3,762 | $79.7K | 0.00% | New |
| 39 | UBS Group AG#39 · 3,446 sh | 3,446 | $73.0K | 0.00% | -14.6% |
| 40 | BNP PARIBAS FINANCIAL MARKETS#40 · 3,315 sh | 3,315 | $70.2K | 0.00% | +98.9% |
| 41 | CITIGROUP#41 · 3,131 sh | 3,131 | $66.3K | 0.00% | +132.6% |
| 42 | MIRAE ASSET GLOBAL ETFS Ltd.#42 · 3,125 sh | 3,125 | $66.2K | <0.01% | -2.6% |
| 43 | JPMORGAN CHASE#43 · 2,906 sh | 2,906 | $62.0K | 0.00% | +0.6% |
| 44 | Police & Firemen's Retirement System of New Jersey#44 · 1,961 sh | 1,961 | $41.5K | <0.01% | 0.0% |
| 45 | HARBOR INVESTMENT ADVISORY#45 · 1,530 sh | 1,530 | $32.4K | — | 0.0% |
| 46 | ROYAL BANK OF CANADA#46 · 1,358 sh | 1,358 | $29.0K | 0.00% | +338.1% |
| 47 | Tower Research Capital (TRC)#47 · 1,092 sh | 1,092 | $23.1K | <0.01% | -21.3% |
| 48 | Ronald Blue#48 · 1,070 sh | 1,070 | $22.7K | — | 0.0% |
| 49 | Ameritas Investment Partners#49 · 884 sh | 884 | $18.7K | <0.01% | 0.0% |
| 50 | Legal & General Group Plc#50 · 739 sh | 739 | $15.7K | 0.00% | +45.5% |
| 51 | FMR#51 · 442 sh | 442 | $9.4K | 0.00% | +13.9% |
| 52 | NEW YORK STATE COMMON RETIREMENT FUND#52 · 300 sh | 300 | $6.4K | 0.00% | -94.0% |
| 53 | SRS Capital Advisors#53 · 229 sh | 229 | $4.8K | 0.00% | New |
| 54 | Integrated Wealth Concepts#54 · 144 sh | 144 | $3.0K | 0.00% | New |
| 55 | Sterling Capital Management#55 · 128 sh | 128 | $2.7K | — | -43.9% |
| 56 | EverSource Wealth Advisors#56 · 73 sh | 73 | $1.5K | <0.01% | -92.9% |
| 57 | Avion Wealth#57 · 50 sh | 50 | $1.0K | <0.01% | 0.0% |
| 58 | GAMMA Investing#58 · 36 sh | 36 | $762.00 | — | 0.0% |
| 59 | Essential Partners#59 · 27 sh | 27 | $572.00 | — | -76.5% |
| 60 | Physician Wealth Advisors#60 · 25 sh | 25 | $530.00 | — | New |
| 61 | PNC FINANCIAL SERVICES GROUP#61 · 22 sh | 22 | $466.00 | 0.00% | 0.0% |
| 62 | Farther Finance Advisors#62 · 11 sh | 11 | $234.00 | — | +83.3% |
| 63 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#63 · 11 sh | 11 | $233.00 | 0.00% | 0.0% |
| 64 | ROTHSCHILD INVESTMENT#64 · 7 sh | 7 | $148.00 | 0.00% | +133.3% |
| 65 | IFP Advisors#65 · 6 sh | 6 | $127.00 | — | +200.0% |
| 66 | Basecamp Wealth Advisors#66 · 5 sh | 5 | $106.00 | 0.00% | +66.7% |
| 67 | Fortitude Family Office#67 · 3 sh | 3 | $64.00 | — | New |
| 68 | True Wealth Design#68 · 2 sh | 2 | $43.00 | — | New |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#69 · 93 sh | 93 | — | — | -75.5% |
Funds that sold out of BVFL in Q2 2026 (5)
Held BVFL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| RAYMOND JAMES FINANCIAL110,071 sh | 110,071 | $2.1M |
| State of Wyoming236 sh | 236 | $4.5K |
| Allworth Financial6 sh | 6 | $115.00 |
| MAI Capital Management3 sh | 3 | $58.00 |
| Root Financial Partners2 sh | 2 | $38.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.