Morgan Stanley
BVFL icon

Morgan Stanley’s BV Financial BVFL Stock Holding History

Morgan Stanley’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 		$567K Buy
26,775
+4,968
+23% +$99.3K ﹤0.01% 5489
2026
Q1 		$417K Sell
21,807
-1,649
-7% -$31.3K ﹤0.01% 5568
2025
Q4 		$425K Buy
23,456
+4,334
+23% +$74.6K ﹤0.01% 5588
2025
Q3 		$308K Buy
19,122
+2,814
+17% +$45.5K ﹤0.01% 5715
2025
Q2 		$248K Buy
16,308
+10,448
+178% +$157K ﹤0.01% 5768
2025
Q1 		$89.4K Buy
5,860
+2,724
+87% +$42.8K ﹤0.01% 6066
2024
Q4 		$54K Buy
3,136
+2,661
+560% +$43.3K ﹤0.01% 6259
2024
Q3 		$7.29K Hold
475
– – ﹤0.01% 6807
2024
Q2 		$5.66K Sell
475
-400
-46% -$4.32K ﹤0.01% 6821
2024
Q1 		$9.04K Buy
875
+400
+84% +$5.11K ﹤0.01% 6749
2023
Q4 		$6.74K Hold
475
– – ﹤0.01% 6767
2023
Q3 		$4.79K Buy
+475
New +$4.7K ﹤0.01% 6924

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 163.05% 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

Morgan Stanley's BVFL Position: Q2 2026 in Review

Morgan Stanley increased its BV Financial (BVFL) stake by 23% in Q2 2026, buying an estimated $99.3K and bringing the position to 26,775 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #5489.

Morgan Stanley first reported a position in BVFL in Q3 2023 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Morgan Stanley held 26,775 shares of BV Financial worth $567K as of Q2 2026.
  • Morgan Stanley bought 4,968 BV Financial shares in Q2 2026, an estimated $99.3K.
  • BV Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5489 holding.
  • Morgan Stanley first reported a position in BV Financial in Q3 2023 and has held it in 12 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.