EWA
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EverSource Wealth Advisors’s BV Financial BVFL Stock Holding History

EverSource Wealth Advisors’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 		$1.3K Buy
68
+2
+3% +$38 ﹤0.01% 3769
2025
Q4 		$1.2K Buy
66
+9
+16% +$155 ﹤0.01% 3664
2025
Q3 		$919 Buy
57
+7
+14% +$113 ﹤0.01% 3786
2025
Q2 		$762 Buy
+50
New +$752 ﹤0.01% 3795

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

EverSource Wealth Advisors's BVFL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its BV Financial (BVFL) stake by 3% in Q1 2026, buying an estimated $38 and bringing the position to 68 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

EverSource Wealth Advisors first reported a position in BVFL in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • EverSource Wealth Advisors held 68 shares of BV Financial worth $1.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 2 BV Financial shares in Q1 2026, an estimated $38.
  • BV Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3769 holding.
  • EverSource Wealth Advisors first reported a position in BV Financial in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.