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
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Raymond James Financial's BVFL Position: Q1 2026 in Review

Raymond James Financial increased its BV Financial (BVFL) stake by 9.5% in Q1 2026, buying an estimated $181K and bringing the position to 110,071 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

Raymond James Financial first reported a position in BVFL in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Raymond James Financial held 110,071 shares of BV Financial worth $2.11M as of Q1 2026.
  • Raymond James Financial bought 9,523 BV Financial shares in Q1 2026, an estimated $181K.
  • BV Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3327 holding.
  • Raymond James Financial first reported a position in BV Financial in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.