HIA
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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
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

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Harbor Investment Advisory's BVFL Position: Q2 2026 in Review

Harbor Investment Advisory held its BV Financial (BVFL) position steady in Q2 2026 at 1,530 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Harbor Investment Advisory first reported a position in BVFL in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Harbor Investment Advisory held 1,530 shares of BV Financial worth $32.4K as of Q2 2026.
  • Harbor Investment Advisory left its BV Financial share count unchanged in Q2 2026.
  • BV Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #840 holding.
  • Harbor Investment Advisory first reported a position in BV Financial in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.