BV Financial, Inc. - BVFL
Detailed investor-level table based on 13F positions.
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 | 764,934 | 14,640 | 0.0% | 0.0% | 1 | -70,231 | -8.41% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 593,526 | 12,570 | 0.0% | 0.0% | 2 | +26,181 | 4.61% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 305,938 | 6,479 | 0.0% | — | 3 | +305,938 | New | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 174,351 | 3,693 | 0.0% | 0.0% | 4 | +8,843 | 5.34% | Q2 2026 | Aug 12, 2026 |
| GENDELL JEFFREY L | History | No change | 141,262 | 2,991 | 0.03% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 134,533 | 2,849 | 1.8% | 1.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 128,692 | 2,725 | 0.0% | 0.0% | 7 | +7,759 | 6.42% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 115,248 | 2,440 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 100,798 | 2,134 | 0.0% | 0.0% | 9 | -5,244 | -4.95% | Q2 2026 | Aug 07, 2026 |
| Stilwell Value LLC | History | Reduced | 80,000 | 1,694 | 0.97% | 1.03% | 10 | -10,000 | -11.11% | Q2 2026 | Aug 07, 2026 |
| Beartown Capital Management, LLC | History | No change | 60,616 | 1,283 | 0.56% | 0.56% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 52,896 | 1,120 | 0.0% | 0.0% | 12 | +2,428 | 4.81% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 51,050 | 1,081 | 0.0% | 0.0% | 13 | -11,702 | -18.65% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 45,934 | 972 | 0.0% | — | 14 | +45,934 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 45,499 | 963 | 0.0% | — | 15 | +45,499 | New | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 39,888 | 855 | 0.0% | 0.0% | 16 | +1,965 | 5.18% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 28,375 | 600 | 0.0% | 0.0% | 17 | +90 | 0.32% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 26,775 | 567 | 0.0% | 0.0% | 18 | +4,968 | 22.78% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 25,149 | 532 | 0.01% | 0.01% | 19 | +1,578 | 6.69% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 22,779 | 482 | 0.0% | 0.0% | 20 | -299 | -1.3% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 22,500 | 476 | 0.0% | 0.0% | 21 | +9,400 | 71.76% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,215 | 470 | 0.0% | 0.0% | 22 | -1,556 | -6.55% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 22,149 | 469 | 0.0% | 0.0% | 23 | +1,578 | 7.67% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 21,941 | 464 | 0.0% | 0.0% | 24 | +1,785 | 8.86% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 20,913 | 442 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 19,753 | 418 | 0.0% | 0.0% | 26 | +1,917 | 10.75% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,677 | 395 | 0.0% | — | 27 | +18,677 | New | Q2 2026 | Sep 02, 2026 |
| Saber Capital Managment, LLC | History | Reduced | 17,314 | 366 | 0.25% | 0.45% | 28 | -14,252 | -45.15% | Q2 2026 | Jul 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 15,121 | 320 | 0.0% | 0.0% | 29 | +7,919 | 109.96% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 14,999 | 317 | 0.0% | — | 30 | +14,999 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 13,544 | 286 | 0.0% | — | 31 | +13,544 | New | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 11,557 | 244 | 0.0% | — | 32 | +11,557 | New | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 9,611 | 203 | 0.0% | 0.0% | 33 | -573 | -5.63% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,627 | 140 | 0.0% | 0.0% | 34 | +3,375 | 103.78% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,682 | 120 | 0.0% | 0.0% | 35 | +3,086 | 118.88% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,488 | 116 | 0.0% | 0.0% | 36 | +4,026 | 275.38% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 4,850 | 103 | 0.06% | 0.06% | 37 | +33 | 0.69% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,762 | 79 | 0.0% | — | 38 | +3,762 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 3,446 | 72 | 0.0% | 0.0% | 39 | -587 | -14.55% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,315 | 70 | 0.0% | 0.0% | 40 | +1,648 | 98.86% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 3,131 | 66 | 0.0% | 0.0% | 41 | +1,785 | 132.62% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,125 | 66 | 0.0% | 0.0% | 42 | -85 | -2.65% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,906 | 61 | 0.0% | 0.0% | 43 | +16 | 0.55% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,961 | 41 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,530 | 32 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,358 | 29 | 0.0% | 0.0% | 46 | +1,048 | 338.06% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,092 | 23 | 0.0% | 0.0% | 47 | -296 | -21.33% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 1,070 | 22 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 884 | 18 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 739 | 15 | 0.0% | 0.0% | 50 | +231 | 45.47% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 442 | 9 | 0.0% | 0.0% | 51 | +54 | 13.92% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 488 | 9 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 300 | 6 | 0.0% | 0.0% | 53 | -4,700 | -94.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 229 | 4 | 0.0% | — | 54 | +228 | 22800.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 128 | 2 | 0.0% | 0.0% | 55 | -100 | -43.86% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 93 | 1 | 0.0% | 0.0% | 56 | -287 | -75.53% | Q2 2026 | Aug 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 73 | 1 | 0.0% | 0.0% | 57 | +5 | 7.35% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 50 | 1 | 0.0% | — | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -110,071 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -88 | -76.52% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q2 2026 | Jul 20, 2026 |
| Fortitude Family Office, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |