IA
BVFL icon

IFP Advisors’s BV Financial BVFL Stock Holding History

IFP Advisors’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 		$127 Buy
6
+4
+200% +$80 ﹤0.01% 4931
2026
Q1 		$38 Hold
2
– – ﹤0.01% 4863
2025
Q4 		$36 Sell
2
-8
-80% -$138 ﹤0.01% 4738
2025
Q3 		$161 Buy
+10
New +$162 ﹤0.01% 4438

Other funds holding BVFL

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
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

IFP Advisors's BVFL Position: Q2 2026 in Review

IFP Advisors increased its BV Financial (BVFL) stake by 200% in Q2 2026, buying an estimated $80 and bringing the position to 6 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #4931.

IFP Advisors first reported a position in BVFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $161 in Q3 2025. 9 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • IFP Advisors held 6 shares of BV Financial worth $127 as of Q2 2026.
  • IFP Advisors bought 4 BV Financial shares in Q2 2026, an estimated $80.
  • BV Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4931 holding.
  • IFP Advisors first reported a position in BV Financial in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's BV Financial position peaked at $161 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.