IFP Advisors
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
Q3 		$168 Buy
8
+2
+33% +$42 ﹤0.01% 4904
2026
Q2 		$127 Buy
6
+4
+200% +$80 ﹤0.01% 4929
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

Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's BVFL Position: Q3 2026 in Review

IFP Advisors increased its BV Financial (BVFL) stake by 33% in Q3 2026, buying an estimated $42 and bringing the position to 8 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #4904.

IFP Advisors first reported a position in BVFL in Q3 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

  • IFP Advisors held 8 shares of BV Financial worth $168 as of Q3 2026.
  • IFP Advisors bought 2 BV Financial shares in Q3 2026, an estimated $42.
  • BV Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4904 holding.
  • IFP Advisors first reported a position in BV Financial in Q3 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.