BV Financial, Inc. - BVFL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 908,014 | 16,471 | 0.01% | 0.0% | 1 | -64,778 | -6.66% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 548,629 | 9,952 | 0.0% | 0.0% | 2 | +11,476 | 2.14% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 468,402 | 8,496 | 0.0% | 0.0% | 3 | -32,407 | -6.47% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 184,030 | 3,338 | 0.0% | 0.0% | 4 | -9,184 | -4.75% | Q4 2025 | Feb 09, 2026 |
| Oppenheimer & Close, LLC | History | No change | 150,000 | 2,721 | 1.85% | 1.63% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GENDELL JEFFREY L | History | No change | 141,262 | 2,562 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 115,505 | 2,095 | 0.0% | 0.0% | 7 | +7,812 | 7.25% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 115,248 | 2,090 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 106,664 | 1,934 | 0.0% | 0.0% | 9 | +299 | 0.28% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 100,548 | 1,823 | 0.0% | 0.0% | 10 | +16,317 | 19.37% | Q4 2025 | Feb 18, 2026 |
| Stilwell Value LLC | History | Reduced | 95,000 | 1,723 | 0.95% | 0.71% | 11 | -5,000 | -5.0% | Q4 2025 | Jan 29, 2026 |
| Beartown Capital Management, LLC | History | New | 60,616 | 1,099 | 0.79% | — | 12 | +60,616 | New | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 55,100 | 999 | 0.0% | 0.0% | 13 | -7,549 | -12.05% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 43,204 | 783 | 0.0% | 0.0% | 14 | +11,358 | 35.67% | Q4 2025 | Mar 25, 2026 |
| Saber Capital Managment, LLC | History | New | 34,266 | 621 | 0.52% | — | 15 | +34,266 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 29,203 | 529 | 0.0% | 0.0% | 16 | +781 | 2.75% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 28,285 | 513 | 0.0% | 0.0% | 17 | +3,097 | 12.3% | Q4 2025 | Feb 13, 2026 |
| COURIER CAPITAL LLC | History | No change | 25,000 | 453 | 0.03% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 24,849 | 450 | 0.0% | 0.0% | 19 | -1,825 | -6.84% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 23,456 | 425 | 0.0% | 0.0% | 20 | +4,334 | 22.66% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 22,514 | 408 | 0.0% | 0.0% | 21 | +1,369 | 6.47% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,539 | 406 | 0.0% | 0.0% | 22 | +891 | 4.12% | Q4 2025 | Mar 20, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 21,747 | 394 | 0.01% | 0.01% | 23 | +1,983 | 10.03% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,535 | 390 | 0.0% | 0.0% | 24 | +3,148 | 17.12% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 13,377 | 242 | 0.0% | 0.0% | 25 | +1,194 | 9.8% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 13,100 | 237 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,861 | 215 | 0.0% | 0.0% | 27 | -1,442 | -10.84% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 11,285 | 204 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 10,694 | 176 | 0.0% | 0.0% | 29 | -2,001 | -15.76% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,113 | 165 | 0.0% | 0.0% | 30 | +2,642 | 40.83% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 5,511 | 99 | 0.0% | 0.0% | 31 | -2,204 | -28.57% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | New | 5,217 | 94 | 0.0% | — | 32 | +5,217 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,000 | 90 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | No change | 4,817 | 87 | 0.05% | 0.04% | 34 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,680 | 84 | 0.0% | 0.0% | 35 | -3,455 | -42.47% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,850 | 69 | 0.0% | 0.0% | 36 | -211 | -5.2% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,102 | 38 | 0.0% | 0.0% | 37 | -275 | -11.57% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,961 | 35 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,530 | 27 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,483 | 26 | 0.0% | 0.0% | 40 | +114 | 8.33% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 884 | 16 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 779 | 14 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 732 | 13 | 0.0% | — | 43 | +732 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 618 | 11 | 0.0% | 0.0% | 44 | -53 | -7.9% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 473 | 9 | 0.0% | 0.0% | 46 | +233 | 97.08% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 499 | 9 | 0.0% | 0.0% | 45 | -43 | -7.93% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 468 | 8 | 0.0% | 0.0% | 47 | -114 | -19.59% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 387 | 7 | 0.0% | — | 48 | +341 | 741.3% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 407 | 7 | 0.0% | 0.0% | 49 | +310 | 319.59% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 346 | 6 | 0.0% | 0.0% | 50 | -419 | -54.77% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 255 | 5 | 0.0% | 0.0% | 51 | -41 | -13.85% | Q4 2025 | Feb 05, 2026 |
| State of Wyoming | History | Added to | 311 | 5 | 0.0% | 0.0% | 52 | +6 | 1.97% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 66 | 1 | 0.0% | — | 53 | +9 | 15.79% | Q4 2025 | Feb 06, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -297,624 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlackBarn Capital Partners LP | History | Closed out | 0 | 0 | — | 0.34% | — | -291,442 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,764 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,799 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,648 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 2 | 0 | — | — | — | -8 | -80.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20 | 0 | — | — | — | -2 | -9.09% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| Avion Wealth | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |