Castalian Partners’s BV Financial BVFL Stock Holding History

Castalian Partners’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
2025 Q1	–	Sell	-354,500	Closed	-$6.1M	–	12
2024 Q4	$6.1M	Buy	+354,500	New	+$5.77M	3.09%	8

Other funds holding BVFL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BCP

BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

Castalian Partners's BVFL Position: Q1 2025 in Review

Castalian Partners sold out of BV Financial (BVFL) in Q1 2025, closing a stake of 354,500 shares — an estimated $6.1M sold.

Castalian Partners first reported a position in BVFL in Q4 2024 and held it in 1 quarter. The position peaked at $6.1M in Q4 2024. 38 funds tracked by Wall St. Rank hold BVFL as of Q1 2025.

Castalian Partners reported no remaining BV Financial position as of Q1 2025 after selling out during the quarter.
Castalian Partners sold 354,500 BV Financial shares in Q1 2025, an estimated $6.1M.
Castalian Partners first reported a position in BV Financial in Q4 2024 and held it in 1 quarter.
Castalian Partners's BV Financial position peaked at $6.1M in Q4 2024.
38 funds tracked by Wall St. Rank held BV Financial as of Q1 2025.

Based on Castalian Partners's 13F filing for Q1 2025, filed 15 May 2025.