BTI
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Blue Trust Inc’s BV Financial BVFL Stock Holding History

Blue Trust Inc’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 		$22.7K Hold
1,070
– – ﹤0.01% 1616
2026
Q1 		$20.5K Buy
+1,070
New +$20.3K ﹤0.01% 1638

Other funds holding BVFL

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Blue Trust Inc's BVFL Position: Q2 2026 in Review

Blue Trust Inc held its BV Financial (BVFL) position steady in Q2 2026 at 1,070 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Blue Trust Inc first reported a position in BVFL in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Blue Trust Inc held 1,070 shares of BV Financial worth $22.7K as of Q2 2026.
  • Blue Trust Inc left its BV Financial share count unchanged in Q2 2026.
  • BV Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1616 holding.
  • Blue Trust Inc first reported a position in BV Financial in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.