Physician Wealth Advisors’s BV Financial BVFL Stock Holding History

Physician Wealth Advisors’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	$530	Buy	+25	New	+$500	﹤0.01%	2098

Other funds holding BVFL

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Physician Wealth Advisors's BVFL Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in BV Financial (BVFL) in Q2 2026: 25 shares worth $530. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings.

9 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

Physician Wealth Advisors held 25 shares of BV Financial worth $530 as of Q2 2026.
BV Financial was a new Physician Wealth Advisors position in Q2 2026.
BV Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2098 holding.
9 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.