RIL
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Rothschild Investment LLC’s BV Financial BVFL Stock Holding History

Rothschild Investment LLC’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 		$57 Buy
3
+1
+50% +$19 ﹤0.01% 3448
2025
Q4 		$36 Buy
+2
New +$34 ﹤0.01% 3292

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
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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

Rothschild Investment LLC's BVFL Position: Q1 2026 in Review

Rothschild Investment LLC increased its BV Financial (BVFL) stake by 50% in Q1 2026, buying an estimated $19 and bringing the position to 3 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #3448.

Rothschild Investment LLC first reported a position in BVFL in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Rothschild Investment LLC held 3 shares of BV Financial worth $57 as of Q1 2026.
  • Rothschild Investment LLC bought 1 BV Financial share in Q1 2026, an estimated $19.
  • BV Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3448 holding.
  • Rothschild Investment LLC first reported a position in BV Financial in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.