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 Q3	$566	Hold	27	–	–	﹤0.01%	2371
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's BVFL Position: Q3 2026 in Review

Essential Partners held its BV Financial (BVFL) position steady in Q3 2026 at 27 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Essential Partners first reported a position in BVFL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.2K in Q1 2026. 9 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

Essential Partners held 27 shares of BV Financial worth $566 as of Q3 2026.
Essential Partners left its BV Financial share count unchanged in Q3 2026.
BV Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2371 holding.
Essential Partners first reported a position in BV Financial in Q3 2025 and has held it in 5 quarters since.
Essential Partners's BV Financial position peaked at $2.2K in Q1 2026.
9 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.