Charles Schwab’s Bank7 Corp BSVN Stock Holding History

Charles Schwab’s Portfolio BSVN Stock Details BSVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$454K	Sell	11,391 -973	-8%	-$41.1K	﹤0.01%	3133
2025 Q4	$507K	Buy	12,364 +5	+0%	+$214	﹤0.01%	3159
2025 Q3	$572K	Sell	12,359 -729	-6%	-$34K	﹤0.01%	3138
2025 Q2	$547K	Buy	13,088 +784	+6%	+$29.7K	﹤0.01%	3106
2025 Q1	$477K	Buy	12,304 +750	+6%	+$31.3K	﹤0.01%	3095
2024 Q4	$539K	Hold	11,554	–	–	﹤0.01%	3120
2024 Q3	$433K	Hold	11,554	–	–	﹤0.01%	3198
2024 Q2	$362K	Buy	11,554 +962	+9%	+$27.8K	﹤0.01%	3316
2024 Q1	$299K	Hold	10,592	–	–	﹤0.01%	3177
2023 Q4	$290K	Hold	10,592	–	–	﹤0.01%	3226
2023 Q3	$238K	Hold	10,592	–	–	﹤0.01%	3254
2023 Q2	$260K	Buy	+10,592	New	+$252K	﹤0.01%	3263

Other funds holding BSVN

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

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Charles Schwab's BSVN Position: Q1 2026 in Review

Charles Schwab reduced its Bank7 Corp (BSVN) stake by 7.9% in Q1 2026, selling an estimated $41.1K and leaving 11,391 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Charles Schwab first reported a position in BSVN in Q2 2023 and has held it in 12 quarters since. The position peaked at $572K in Q3 2025. 94 funds tracked by Wall St. Rank hold BSVN as of Q1 2026.

Charles Schwab held 11,391 shares of Bank7 Corp worth $454K as of Q1 2026.
Charles Schwab sold 973 Bank7 Corp shares in Q1 2026, an estimated $41.1K.
Bank7 Corp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3133 holding.
Charles Schwab first reported a position in Bank7 Corp in Q2 2023 and has held it in 12 quarters since.
Charles Schwab's Bank7 Corp position peaked at $572K in Q3 2025.
94 funds tracked by Wall St. Rank held Bank7 Corp as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.