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Arax Advisory Partners’s BV Financial BVFL Stock Holding History

Arax Advisory Partners’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
Q1 		$19 Buy
+1
New +$19 ﹤0.01% 3720
2025
Q4 		– Sell
-132
Closed -$2.13K – 4139
2025
Q3 		$2.13K Buy
+132
New +$2.14K ﹤0.01% 3101

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BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arax Advisory Partners's BVFL Position: Q1 2026 in Review

Arax Advisory Partners opened a new position in BV Financial (BVFL) in Q1 2026: 1 share worth $19. The stake represents ﹤0.01% of the portfolio and ranks #3720 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BVFL as recently as Q3 2025.

Arax Advisory Partners first reported a position in BVFL in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.13K in Q3 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Arax Advisory Partners held 1 share of BV Financial worth $19 as of Q1 2026.
  • BV Financial was a new Arax Advisory Partners position in Q1 2026.
  • BV Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3720 holding.
  • Arax Advisory Partners first reported a position in BV Financial in Q3 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's BV Financial position peaked at $2.13K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.