EF
BVFL icon

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
Q2 		$469K Buy
22,149
+1,578
+8% +$31.5K ﹤0.01% 1695
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 $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

Empowered Funds's BVFL Position: Q2 2026 in Review

Empowered Funds increased its BV Financial (BVFL) stake by 7.7% in Q2 2026, buying an estimated $31.5K and bringing the position to 22,149 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Empowered Funds first reported a position in BVFL in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Empowered Funds held 22,149 shares of BV Financial worth $469K as of Q2 2026.
  • Empowered Funds bought 1,578 BV Financial shares in Q2 2026, an estimated $31.5K.
  • BV Financial made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1695 holding.
  • Empowered Funds first reported a position in BV Financial in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.