Harbor Investment Advisory’s BV Financial BVFL Stock Holding History

Harbor Investment Advisory’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	$32.1K	Hold	1,530	–	–	﹤0.01%	860
2026 Q2	$32.4K	Hold	1,530	–	–	﹤0.01%	840
2026 Q1	$29.3K	Hold	1,530	–	–	﹤0.01%	711
2025 Q4	$27.8K	Hold	1,530	–	–	﹤0.01%	768
2025 Q3	$24.7K	Hold	1,530	–	–	﹤0.01%	763
2025 Q2	$23.3K	Buy	+1,530	New	+$23K	﹤0.01%	762

Other funds holding BVFL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Harbor Investment Advisory's BVFL Position: Q3 2026 in Review

Harbor Investment Advisory held its BV Financial (BVFL) position steady in Q3 2026 at 1,530 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Harbor Investment Advisory first reported a position in BVFL in Q2 2025 and has held it in 6 quarters since. The position peaked at $32.4K in Q2 2026. 9 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

Harbor Investment Advisory held 1,530 shares of BV Financial worth $32.1K as of Q3 2026.
Harbor Investment Advisory left its BV Financial share count unchanged in Q3 2026.
BV Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #860 holding.
Harbor Investment Advisory first reported a position in BV Financial in Q2 2025 and has held it in 6 quarters since.
Harbor Investment Advisory's BV Financial position peaked at $32.4K in Q2 2026.
9 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.