Raymond James Financial
BVFL icon

Raymond James Financial’s BV Financial BVFL Stock Holding History

Raymond James Financial’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 		– Sell
-110,071
Closed -$2.11M – 5415
2026
Q1 		$2.11M Buy
110,071
+9,523
+9% +$181K ﹤0.01% 3327
2025
Q4 		$1.82M Buy
100,548
+16,317
+19% +$281K ﹤0.01% 3346
2025
Q3 		$1.36M Buy
84,231
+2,314
+3% +$37.5K ﹤0.01% 3478
2025
Q2 		$1.25M Buy
+81,917
New +$1.23M ﹤0.01% 3425

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

Raymond James Financial's BVFL Position: Q2 2026 in Review

Raymond James Financial sold out of BV Financial (BVFL) in Q2 2026, closing a stake of 110,071 shares — an estimated $2.11M sold.

Raymond James Financial first reported a position in BVFL in Q2 2025 and held it in 4 quarters. The position peaked at $2.11M in Q1 2026. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Raymond James Financial reported no remaining BV Financial position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 110,071 BV Financial shares in Q2 2026, an estimated $2.11M.
  • Raymond James Financial first reported a position in BV Financial in Q2 2025 and held it in 4 quarters.
  • Raymond James Financial's BV Financial position peaked at $2.11M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.