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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
Q1 		$38 Buy
+2
New +$38 ﹤0.01% 3403

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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

Root Financial Partners's BVFL Position: Q1 2026 in Review

Root Financial Partners opened a new position in BV Financial (BVFL) in Q1 2026: 2 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #3403 among its holdings.

68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Root Financial Partners held 2 shares of BV Financial worth $38 as of Q1 2026.
  • BV Financial was a new Root Financial Partners position in Q1 2026.
  • BV Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3403 holding.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.