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 Q1	$58	Hold	3	–	–	﹤0.01%	4848
2025 Q4	$55	Buy	+3	New	+$52	﹤0.01%	4227

Other funds holding BVFL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAI Capital Management's BVFL Position: Q1 2026 in Review

MAI Capital Management held its BV Financial (BVFL) position steady in Q1 2026 at 3 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #4848.

MAI Capital Management first reported a position in BVFL in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

MAI Capital Management held 3 shares of BV Financial worth $58 as of Q1 2026.
MAI Capital Management left its BV Financial share count unchanged in Q1 2026.
BV Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4848 holding.
MAI Capital Management first reported a position in BV Financial in Q4 2025 and has held it in 2 quarters since.
68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.