Geode Capital Management
BVFL icon

Geode Capital Management’s BV Financial BVFL Stock Holding History

Geode Capital Management’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 		$3.69M Buy
174,351
+8,843
+5% +$177K ﹤0.01% 3037
2026
Q1 		$3.17M Sell
165,508
-18,522
-10% -$352K ﹤0.01% 2948
2025
Q4 		$3.34M Sell
184,030
-9,184
-5% -$158K ﹤0.01% 2959
2025
Q3 		$3.12M Sell
193,214
-14,231
-7% -$230K ﹤0.01% 3017
2025
Q2 		$3.16M Buy
207,445
+101,350
+96% +$1.52M ﹤0.01% 2960
2025
Q1 		$1.62M Buy
106,095
+5,221
+5% +$82K ﹤0.01% 3125
2024
Q4 		$1.74M Buy
100,874
+64
+0.1% +$1.04K ﹤0.01% 3179
2024
Q3 		$1.55M Sell
100,810
-78
-0.1% -$1.09K ﹤0.01% 3203
2024
Q2 		$1.2M Buy
100,888
+3,576
+4% +$38.6K ﹤0.01% 3241
2024
Q1 		$1.01M Buy
97,312
+2,850
+3% +$36.4K ﹤0.01% 3356
2023
Q4 		$1.34M Buy
94,462
+5,850
+7% +$67.5K ﹤0.01% 3230
2023
Q3 		$893K Buy
+88,612
New +$878K ﹤0.01% 3371

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
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 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
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM

Geode Capital Management's BVFL Position: Q2 2026 in Review

Geode Capital Management increased its BV Financial (BVFL) stake by 5.3% in Q2 2026, buying an estimated $177K and bringing the position to 174,351 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Geode Capital Management first reported a position in BVFL in Q3 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Geode Capital Management held 174,351 shares of BV Financial worth $3.69M as of Q2 2026.
  • Geode Capital Management bought 8,843 BV Financial shares in Q2 2026, an estimated $177K.
  • BV Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3037 holding.
  • Geode Capital Management first reported a position in BV Financial in Q3 2023 and has held it in 12 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.