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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
Q2 		$103K Buy
4,850
+33
+0.7% +$659 0.06% 346
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 $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Covestor's BVFL Position: Q2 2026 in Review

Covestor increased its BV Financial (BVFL) stake by 0.69% in Q2 2026, buying an estimated $659 and bringing the position to 4,850 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #346.

Covestor first reported a position in BVFL in Q3 2023 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Covestor held 4,850 shares of BV Financial worth $103K as of Q2 2026.
  • Covestor bought 33 BV Financial shares in Q2 2026, an estimated $659.
  • BV Financial made up 0.06% of Covestor's portfolio in Q2 2026, its #346 holding.
  • Covestor first reported a position in BV Financial in Q3 2023 and has held it in 12 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.