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
Q2 		$1.54K Buy
73
+5
+7% +$100 ﹤0.01% 3820
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 $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

EverSource Wealth Advisors's BVFL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BV Financial (BVFL) stake by 7.4% in Q2 2026, buying an estimated $100 and bringing the position to 73 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3820.

EverSource Wealth Advisors first reported a position in BVFL in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • EverSource Wealth Advisors held 73 shares of BV Financial worth $1.54K as of Q2 2026.
  • EverSource Wealth Advisors bought 5 BV Financial shares in Q2 2026, an estimated $100.
  • BV Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3820 holding.
  • EverSource Wealth Advisors first reported a position in BV Financial in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.