Marshall Wace’s BV Financial BVFL Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-13,619	Closed	-$207K	–	2923
2025 Q2	$207K	Buy	+13,619	New	+$205K	﹤0.01%	2448

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

BCP

BlackBarn Capital Partners New York $1.19B AUM 63.92% 1-Year Est. Return

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

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

GJL

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

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

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

Marshall Wace's BVFL Position: Q3 2025 in Review

Marshall Wace sold out of BV Financial (BVFL) in Q3 2025, closing a stake of 13,619 shares — an estimated $207K sold.

Marshall Wace first reported a position in BVFL in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 61 funds tracked by Wall St. Rank hold BVFL as of Q3 2025.

Marshall Wace reported no remaining BV Financial position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 13,619 BV Financial shares in Q3 2025, an estimated $207K.
Marshall Wace first reported a position in BV Financial in Q2 2025 and held it in 1 quarter.
Marshall Wace's BV Financial position peaked at $207K in Q2 2025.
61 funds tracked by Wall St. Rank held BV Financial as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.