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BVFL icon

Covestor’s BV Financial BVFL Stock Holding History

Covestor’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
Q1 		$92K Hold
4,817
– – 0.06% 327
2025
Q4 		$87K Hold
4,817
– – 0.05% 645
2025
Q3 		$78K Hold
4,817
– – 0.04% 698
2025
Q2 		$73K Hold
4,817
– – 0.04% 723
2025
Q1 		$74K Hold
4,817
– – 0.05% 660
2024
Q4 		$83K Buy
4,817
+814
+20% +$13.2K 0.05% 624
2024
Q3 		$61K Hold
4,003
– – 0.04% 793
2024
Q2 		$48K Hold
4,003
– – 0.03% 874
2024
Q1 		$41K Buy
4,003
+1,999
+100% +$25.5K 0.03% 958
2023
Q4 		$28K Buy
2,004
+203
+11% +$2.34K 0.02% 1064
2023
Q3 		$18K Buy
+1,801
New +$17.8K 0.01% 1143

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's BVFL Position: Q1 2026 in Review

Covestor held its BV Financial (BVFL) position steady in Q1 2026 at 4,817 shares worth $92K. The position accounts for 0.06% of the portfolio, ranked #327.

Covestor first reported a position in BVFL in Q3 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Covestor held 4,817 shares of BV Financial worth $92K as of Q1 2026.
  • Covestor left its BV Financial share count unchanged in Q1 2026.
  • BV Financial made up 0.06% of Covestor's portfolio in Q1 2026, its #327 holding.
  • Covestor first reported a position in BV Financial in Q3 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.