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Coldstream Capital Management’s BV Financial BVFL Stock Holding History

Coldstream 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
2025
Q2 		– Sell
-50
Closed -$763 – 1451
2025
Q1 		$763 Buy
+50
New +$786 ﹤0.01% 3249

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coldstream Capital Management's BVFL Position: Q2 2025 in Review

Coldstream Capital Management sold out of BV Financial (BVFL) in Q2 2025, closing a stake of 50 shares — an estimated $763 sold.

Coldstream Capital Management first reported a position in BVFL in Q1 2025 and held it in 1 quarter. The position peaked at $763 in Q1 2025. 50 funds tracked by Wall St. Rank hold BVFL as of Q2 2025.

  • Coldstream Capital Management reported no remaining BV Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 50 BV Financial shares in Q2 2025, an estimated $763.
  • Coldstream Capital Management first reported a position in BV Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's BV Financial position peaked at $763 in Q1 2025.
  • 50 funds tracked by Wall St. Rank held BV Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.