BHZ Capital Management’s BV Financial BVFL Stock Holding History

BHZ Capital Management’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
2024 Q2	–	Sell	-10,799	Closed	-$112K	–	3
2024 Q1	$112K	Sell	10,799 -6,467	-37%	-$82.6K	0.13%	42
2023 Q4	$245K	Buy	+17,266	New	+$199K	0.13%	59

Other funds holding BVFL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

BlackBarn Capital Partners New York $1.19B AUM 63.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BHZ Capital Management's BVFL Position: Q2 2024 in Review

BHZ Capital Management sold out of BV Financial (BVFL) in Q2 2024, closing a stake of 10,799 shares — an estimated $112K sold.

BHZ Capital Management first reported a position in BVFL in Q4 2023 and held it in 2 quarters. The position peaked at $245K in Q4 2023. 24 funds tracked by Wall St. Rank hold BVFL as of Q2 2024.

BHZ Capital Management reported no remaining BV Financial position as of Q2 2024 after selling out during the quarter.
BHZ Capital Management sold 10,799 BV Financial shares in Q2 2024, an estimated $112K.
BHZ Capital Management first reported a position in BV Financial in Q4 2023 and held it in 2 quarters.
BHZ Capital Management's BV Financial position peaked at $245K in Q4 2023.
24 funds tracked by Wall St. Rank held BV Financial as of Q2 2024.

Based on BHZ Capital Management's 13F filing for Q2 2024.