GAMMA Investing’s BV Financial BVFL Stock Holding History

GAMMA Investing’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	$755	Hold	36	–	–	﹤0.01%	4148
2026 Q2	$762	Hold	36	–	–	﹤0.01%	3928
2026 Q1	$689	Buy	+36	New	+$683	﹤0.01%	3902

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

GAMMA Investing's BVFL Position: Q3 2026 in Review

GAMMA Investing held its BV Financial (BVFL) position steady in Q3 2026 at 36 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #4148.

GAMMA Investing first reported a position in BVFL in Q1 2026 and has held it in 3 quarters since. The position peaked at $762 in Q2 2026. 9 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

GAMMA Investing held 36 shares of BV Financial worth $755 as of Q3 2026.
GAMMA Investing left its BV Financial share count unchanged in Q3 2026.
BV Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4148 holding.
GAMMA Investing first reported a position in BV Financial in Q1 2026 and has held it in 3 quarters since.
GAMMA Investing's BV Financial position peaked at $762 in Q2 2026.
9 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.