MAI Capital Management’s BV Financial BVFL Stock Holding History

MAI Capital Management’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	–	Sell	-3	Closed	-$58	–	2456
2026 Q1	$58	Hold	3	–	–	﹤0.01%	4848
2025 Q4	$55	Buy	+3	New	+$52	﹤0.01%	4227

Other funds holding BVFL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

MAI Capital Management's BVFL Position: Q2 2026 in Review

MAI Capital Management sold out of BV Financial (BVFL) in Q2 2026, closing a stake of 3 shares — an estimated $58 sold.

MAI Capital Management first reported a position in BVFL in Q4 2025 and held it in 2 quarters. The position peaked at $58 in Q1 2026. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

MAI Capital Management reported no remaining BV Financial position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 3 BV Financial shares in Q2 2026, an estimated $58.
MAI Capital Management first reported a position in BV Financial in Q4 2025 and held it in 2 quarters.
MAI Capital Management's BV Financial position peaked at $58 in Q1 2026.
69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.