Root Financial Partners’s BV Financial BVFL Stock Holding History

Root Financial Partners’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	-2	Closed	-$38	–	827
2026 Q1	$38	Buy	+2	New	+$38	﹤0.01%	3403

Other funds holding BVFL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Root Financial Partners's BVFL Position: Q2 2026 in Review

Root Financial Partners sold out of BV Financial (BVFL) in Q2 2026, closing a stake of 2 shares — an estimated $38 sold.

Root Financial Partners first reported a position in BVFL in Q1 2026 and held it in 1 quarter. The position peaked at $38 in Q1 2026. 68 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

Root Financial Partners reported no remaining BV Financial position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 BV Financial shares in Q2 2026, an estimated $38.
Root Financial Partners first reported a position in BV Financial in Q1 2026 and held it in 1 quarter.
Root Financial Partners's BV Financial position peaked at $38 in Q1 2026.
68 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.