BFC
FLV icon

Bedel Financial Consulting’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Bedel Financial Consulting’s Portfolio FLV Stock Details FLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.76M Buy
88,099
+5,332
+6% +$420K 0.76% 20
2025
Q4 		$6.27M Buy
82,767
+3,317
+4% +$247K 0.67% 21
2025
Q3 		$5.86M Buy
79,450
+6,660
+9% +$485K 0.75% 19
2025
Q2 		$5.08M Buy
72,790
+3,045
+4% +$206K 0.69% 20
2025
Q1 		$4.64M Buy
69,745
+8,555
+14% +$591K 0.66% 20
2024
Q4 		$4.24M Sell
61,190
-217
-0.4% -$15.1K 0.59% 21
2024
Q3 		$4.3M Buy
61,407
+1,126
+2% +$75.3K 0.61% 18
2024
Q2 		$3.77M Sell
60,281
-4,576
-7% -$292K 0.55% 19
2024
Q1 		$4.21M Buy
64,857
+1,219
+2% +$76.3K 0.66% 18
2023
Q4 		$3.89M Buy
63,638
+516
+0.8% +$30K 0.71% 19
2023
Q3 		$3.59M Buy
63,122
+2,619
+4% +$155K 0.73% 19
2023
Q2 		$3.61M Buy
60,503
+10,904
+22% +$640K 0.76% 19
2023
Q1 		$2.88M Buy
49,599
+13,965
+39% +$820K 0.7% 21
2022
Q4 		$2.1M Buy
35,634
+22,522
+172% +$1.31M 0.52% 26
2022
Q3 		$765K Buy
13,112
+1,163
+10% +$66.8K 0.2% 68
2022
Q2 		$678K Buy
+11,949
New +$710K 0.2% 69

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bedel Financial Consulting's FLV Position: Q1 2026 in Review

Bedel Financial Consulting increased its American Century Focused Large Cap Value ETF (FLV) stake by 6.4% in Q1 2026, buying an estimated $420K and bringing the position to 88,099 shares worth $6.76M. The position accounts for 0.76% of the portfolio, ranked #20.

Bedel Financial Consulting first reported a position in FLV in Q2 2022 and has held it in 16 quarters since. 45 funds tracked by Wall St. Rank hold FLV as of Q1 2026.

  • Bedel Financial Consulting held 88,099 shares of American Century Focused Large Cap Value ETF worth $6.76M as of Q1 2026.
  • Bedel Financial Consulting bought 5,332 American Century Focused Large Cap Value ETF shares in Q1 2026, an estimated $420K.
  • American Century Focused Large Cap Value ETF made up 0.76% of Bedel Financial Consulting's portfolio in Q1 2026, its #20 holding.
  • Bedel Financial Consulting first reported a position in American Century Focused Large Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 45 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.