BWA
BVFL icon

Basecamp Wealth Advisors’s BV Financial BVFL Stock Holding History

Basecamp Wealth Advisors’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 		$106 Buy
5
+2
+67% +$40 ﹤0.01% 1776
2026
Q1 		$57 Buy
+3
New +$57 ﹤0.01% 1959

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

Basecamp Wealth Advisors's BVFL Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its BV Financial (BVFL) stake by 67% in Q2 2026, buying an estimated $40 and bringing the position to 5 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Basecamp Wealth Advisors first reported a position in BVFL in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Basecamp Wealth Advisors held 5 shares of BV Financial worth $106 as of Q2 2026.
  • Basecamp Wealth Advisors bought 2 BV Financial shares in Q2 2026, an estimated $40.
  • BV Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1776 holding.
  • Basecamp Wealth Advisors first reported a position in BV Financial in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.