Financial Perspectives’s BioVie BIVI Stock Holding History

Financial Perspectives’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12	Hold	6	–	–	﹤0.01%	726
2026 Q1	$8	Hold	6	–	–	﹤0.01%	716
2025 Q4	$7	Sell	6 -6	-50%	-$10	﹤0.01%	713
2025 Q3	$22	Buy	12 +6	+100%	+$24	﹤0.01%	718
2025 Q2	$55	Hold	6	–	–	﹤0.01%	711
2025 Q1	$58	Hold	6	–	–	﹤0.01%	711
2024 Q4	$118	Hold	6	–	–	﹤0.01%	706
2024 Q3	$71	Hold	6	–	–	﹤0.01%	672
2024 Q2	$234	Hold	6	–	–	﹤0.01%	651
2024 Q1	$309	Hold	6	–	–	﹤0.01%	639
2023 Q4	$737	Hold	6	–	–	﹤0.01%	642
2023 Q3	$2K	Hold	6	–	–	﹤0.01%	593
2023 Q2	$2.52K	Hold	6	–	–	﹤0.01%	559
2023 Q1	$4.73K	Buy	+6	New	+$3.98K	﹤0.01%	516

Other funds holding BIVI

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Financial Perspectives's BIVI Position: Q2 2026 in Review

Financial Perspectives held its BioVie (BIVI) position steady in Q2 2026 at 6 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Financial Perspectives first reported a position in BIVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.73K in Q1 2023. 6 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

Financial Perspectives held 6 shares of BioVie worth $12 as of Q2 2026.
Financial Perspectives left its BioVie share count unchanged in Q2 2026.
BioVie made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #726 holding.
Financial Perspectives first reported a position in BioVie in Q1 2023 and has held it in 14 quarters since.
Financial Perspectives's BioVie position peaked at $4.73K in Q1 2023.
6 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.