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
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 Sell
875
-75
-8% -$958 ﹤0.01% 6749
2023
Q4 		$13.5K Buy
950
+475
+100% +$5.48K ﹤0.01% 6767
2023
Q3 		$4.79K Buy
+475
New +$4.7K ﹤0.01% 6924

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

Morgan Stanley's BVFL Position: Q1 2026 in Review

Morgan Stanley reduced its BV Financial (BVFL) stake by 7% in Q1 2026, selling an estimated $31.3K and leaving 21,807 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #5568.

Morgan Stanley first reported a position in BVFL in Q3 2023 and has held it in 11 quarters since. The position peaked at $425K in Q4 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Morgan Stanley held 21,807 shares of BV Financial worth $417K as of Q1 2026.
  • Morgan Stanley sold 1,649 BV Financial shares in Q1 2026, an estimated $31.3K.
  • BV Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5568 holding.
  • Morgan Stanley first reported a position in BV Financial in Q3 2023 and has held it in 11 quarters since.
  • Morgan Stanley's BV Financial position peaked at $425K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.