AllianceBernstein’s BV Financial BVFL Stock Holding History

AllianceBernstein’s Portfolio BVFL Stock Details BVFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.6M	Sell	764,934 -70,231	-8%	-$1.4M	﹤0.01%	1051
2026 Q1	$15.1M	Sell	835,165 -72,849	-8%	-$1.38M	﹤0.01%	1037
2025 Q4	$16.5M	Sell	908,014 -64,778	-7%	-$1.11M	0.01%	1035
2025 Q3	$15.7M	Sell	972,792 -37,810	-4%	-$612K	﹤0.01%	1024
2025 Q2	$15.4M	Sell	1,010,602 -34,979	-3%	-$526K	0.01%	1006
2025 Q1	$16M	Sell	1,045,581 -54,514	-5%	-$857K	0.01%	959
2024 Q4	$18.9M	Sell	1,100,095 -9,134	-0.8%	-$149K	0.01%	911
2024 Q3	$17M	Hold	1,109,229	–	–	0.01%	963
2024 Q2	$13.2M	Hold	1,109,229	–	–	﹤0.01%	1026
2024 Q1	$11.5M	Buy	1,109,229 +61,023	+6%	+$779K	﹤0.01%	1091
2023 Q4	$14.9M	Buy	1,048,206 +38,114	+4%	+$440K	0.01%	974
2023 Q3	$10.2M	Buy	+1,010,092	New	+$10M	﹤0.01%	1080

Other funds holding BVFL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

BCM

Beartown Capital Management Huntington Woods, Michigan $227M AUM

AllianceBernstein's BVFL Position: Q2 2026 in Review

AllianceBernstein reduced its BV Financial (BVFL) stake by 8.4% in Q2 2026, selling an estimated $1.4M and leaving 764,934 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

AllianceBernstein first reported a position in BVFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.9M in Q4 2024. 68 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

AllianceBernstein held 764,934 shares of BV Financial worth $14.6M as of Q2 2026.
AllianceBernstein sold 70,231 BV Financial shares in Q2 2026, an estimated $1.4M.
BV Financial made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #1051 holding.
AllianceBernstein first reported a position in BV Financial in Q3 2023 and has held it in 12 quarters since.
AllianceBernstein's BV Financial position peaked at $18.9M in Q4 2024.
68 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.