Courier Capital’s BV Financial BVFL Stock Holding History

Courier Capital’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 Q3	$439K	Hold	20,913	–	–	0.02%	304
2026 Q2	$443K	Hold	20,913	–	–	0.02%	305
2026 Q1	$400K	Sell	20,913 -4,087	-16%	-$77.6K	0.02%	301
2025 Q4	$454K	Hold	25,000	–	–	0.03%	278
2025 Q3	$403K	Hold	25,000	–	–	0.02%	299
2025 Q2	$381K	Hold	25,000	–	–	0.02%	309
2025 Q1	$382K	Hold	25,000	–	–	0.03%	294
2024 Q4	$430K	Hold	25,000	–	–	0.03%	276
2024 Q3	$384K	Buy	+25,000	New	+$349K	0.03%	276
2024 Q2	–	Sell	-25,000	Closed	-$258K	–	341
2024 Q1	$258K	Hold	25,000	–	–	0.02%	314
2023 Q4	$354K	Hold	25,000	–	–	0.03%	274
2023 Q3	$252K	Buy	+25,000	New	+$248K	0.02%	304

Other funds holding BVFL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Courier Capital's BVFL Position: Q3 2026 in Review

Courier Capital held its BV Financial (BVFL) position steady in Q3 2026 at 20,913 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #304.

Courier Capital first reported a position in BVFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $454K in Q4 2025. 16 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

Courier Capital held 20,913 shares of BV Financial worth $439K as of Q3 2026.
Courier Capital left its BV Financial share count unchanged in Q3 2026.
BV Financial made up 0.02% of Courier Capital's portfolio in Q3 2026, its #304 holding.
Courier Capital first reported a position in BV Financial in Q3 2023 and has held it in 12 quarters since.
Courier Capital's BV Financial position peaked at $454K in Q4 2025.
16 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.