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Essential Partners’s BV Financial BVFL Stock Holding History

Essential Partners’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 		$572 Sell
27
-88
-77% -$1.76K ﹤0.01% 2440
2026
Q1 		$2.2K Hold
115
– – ﹤0.01% 1969
2025
Q4 		$2.09K Sell
115
-1
-0.9% -$17 ﹤0.01% 1781
2025
Q3 		$1.87K Buy
+116
New +$1.88K ﹤0.01% 1812

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

Essential Partners's BVFL Position: Q2 2026 in Review

Essential Partners reduced its BV Financial (BVFL) stake by 77% in Q2 2026, selling an estimated $1.76K and leaving 27 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Essential Partners first reported a position in BVFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.2K in Q1 2026. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Essential Partners held 27 shares of BV Financial worth $572 as of Q2 2026.
  • Essential Partners sold 88 BV Financial shares in Q2 2026, an estimated $1.76K.
  • BV Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2440 holding.
  • Essential Partners first reported a position in BV Financial in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's BV Financial position peaked at $2.2K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.