EF
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Empowered Funds’s BV Financial BVFL Stock Holding History

Empowered Funds’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 		$394K Buy
+20,571
New +$390K ﹤0.01% 1717
2025
Q4 		– Sell
-16,764
Closed -$270K – 1129
2025
Q3 		$270K Buy
+16,764
New +$271K ﹤0.01% 1628

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

Empowered Funds's BVFL Position: Q1 2026 in Review

Empowered Funds opened a new position in BV Financial (BVFL) in Q1 2026: 20,571 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings. This is a return to the name: Empowered Funds previously reported a position in BVFL as recently as Q3 2025.

Empowered Funds first reported a position in BVFL in Q3 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Empowered Funds held 20,571 shares of BV Financial worth $394K as of Q1 2026.
  • BV Financial was a new Empowered Funds position in Q1 2026.
  • BV Financial made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1717 holding.
  • Empowered Funds first reported a position in BV Financial in Q3 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.