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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
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 $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Avion Wealth's BVFL Position: Q1 2026 in Review

Avion Wealth held its BV Financial (BVFL) position steady in Q1 2026 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Avion Wealth first reported a position in BVFL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1K in Q1 2024. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Avion Wealth held 50 shares of BV Financial worth $0 as of Q1 2026.
  • Avion Wealth left its BV Financial share count unchanged in Q1 2026.
  • BV Financial made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1267 holding.
  • Avion Wealth first reported a position in BV Financial in Q4 2023 and has held it in 9 quarters since.
  • Avion Wealth's BV Financial position peaked at $1K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.