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
Q2 		$148 Buy
7
+4
+133% +$80 ﹤0.01% 3477
2026
Q1 		$57 Buy
3
+1
+50% +$19 ﹤0.01% 3448
2025
Q4 		$36 Buy
+2
New +$34 ﹤0.01% 3292

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Rothschild Investment LLC's BVFL Position: Q2 2026 in Review

Rothschild Investment LLC increased its BV Financial (BVFL) stake by 133% in Q2 2026, buying an estimated $80 and bringing the position to 7 shares worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Rothschild Investment LLC first reported a position in BVFL in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of BV Financial worth $148 as of Q2 2026.
  • Rothschild Investment LLC bought 4 BV Financial shares in Q2 2026, an estimated $80.
  • BV Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3477 holding.
  • Rothschild Investment LLC first reported a position in BV Financial in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.