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Avion Wealth’s BV Financial BVFL Stock Holding History

Avion Wealth’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 		$1K Hold
50
– – ﹤0.01% 1197
2026
Q1 		$0 Hold
50
– – ﹤0.01% 1267
2025
Q4 		$0 Hold
50
– – ﹤0.01% 1261
2025
Q3 		$0 Hold
50
– – ﹤0.01% 1232
2025
Q2 		$0 Hold
50
– – ﹤0.01% 1203
2025
Q1 		$0 Buy
+50
New +$786 ﹤0.01% 1043
2024
Q4 		– Sell
-50
Closed – – 1025
2024
Q3 		$0 Hold
50
– – ﹤0.01% 1023
2024
Q2 		$0 Hold
50
– – ﹤0.01% 933
2024
Q1 		$1K Hold
50
– – ﹤0.01% 868
2023
Q4 		$1K Buy
+50
New +$577 ﹤0.01% 709

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Avion Wealth's BVFL Position: Q2 2026 in Review

Avion Wealth held its BV Financial (BVFL) position steady in Q2 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Avion Wealth first reported a position in BVFL in Q4 2023 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Avion Wealth held 50 shares of BV Financial worth $1K as of Q2 2026.
  • Avion Wealth left its BV Financial share count unchanged in Q2 2026.
  • BV Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1197 holding.
  • Avion Wealth first reported a position in BV Financial in Q4 2023 and has held it in 10 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.