IWC
BVFL icon

Integrated Wealth Concepts’s BV Financial BVFL Stock Holding History

Integrated Wealth Concepts’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 		$3.05K Buy
+144
New +$2.88K ﹤0.01% 5209

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Integrated Wealth Concepts's BVFL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BV Financial (BVFL) in Q2 2026: 144 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #5209 among its holdings.

69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Integrated Wealth Concepts held 144 shares of BV Financial worth $3.05K as of Q2 2026.
  • BV Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • BV Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5209 holding.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.