Root Financial Partners
BVFL icon

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
Q3 		$126 Buy
+6
New +$127 ﹤0.01% 3606
2026
Q2 		– Sell
-2
Closed -$38 – 827
2026
Q1 		$38 Buy
+2
New +$38 ﹤0.01% 3403

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Creative Planning
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Harbor Investment Advisory
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners's BVFL Position: Q3 2026 in Review

Root Financial Partners opened a new position in BV Financial (BVFL) in Q3 2026: 6 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #3606 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BVFL as recently as Q1 2026.

Root Financial Partners first reported a position in BVFL in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

  • Root Financial Partners held 6 shares of BV Financial worth $126 as of Q3 2026.
  • BV Financial was a new Root Financial Partners position in Q3 2026.
  • BV Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3606 holding.
  • Root Financial Partners first reported a position in BV Financial in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.