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Larson Financial Group’s BV Financial BVFL Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-346
Closed -$6.28K – 3657
2025
Q4 		$6.28K Sell
346
-419
-55% -$7.21K ﹤0.01% 2367
2025
Q3 		$12.3K Buy
+765
New +$12.4K ﹤0.01% 1909

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's BVFL Position: Q1 2026 in Review

Larson Financial Group sold out of BV Financial (BVFL) in Q1 2026, closing a stake of 346 shares — an estimated $6.28K sold.

Larson Financial Group first reported a position in BVFL in Q3 2025 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Larson Financial Group reported no remaining BV Financial position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 346 BV Financial shares in Q1 2026, an estimated $6.28K.
  • Larson Financial Group first reported a position in BV Financial in Q3 2025 and held it in 2 quarters.
  • Larson Financial Group's BV Financial position peaked at $12.3K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.