Creative Planning’s BV Financial BVFL Stock Holding History

Creative Planning’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	$202K	Buy	+9,639	New	+$205K	﹤0.01%	3966

Other funds holding BVFL

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

Creative Planning's BVFL Position: Q3 2026 in Review

Creative Planning opened a new position in BV Financial (BVFL) in Q3 2026: 9,639 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3966 among its holdings.

19 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

Creative Planning held 9,639 shares of BV Financial worth $202K as of Q3 2026.
BV Financial was a new Creative Planning position in Q3 2026.
BV Financial made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3966 holding.
19 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.