SBI Securities’s BioVie BIVI Stock Holding History

SBI Securities’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68K	Buy	867 +636	+275%	+$999	﹤0.01%	2614
2026 Q1	$323	Sell	231 -5	-2%	-$6	﹤0.01%	3051
2025 Q4	$274	Sell	236 -104	-31%	-$167	﹤0.01%	3108
2025 Q3	$646	Buy	340 +51	+18%	+$207	﹤0.01%	2872
2025 Q2	$2.67K	Buy	289 +13	+5%	+$128	﹤0.01%	2271
2025 Q1	$2.7K	Buy	276 +109	+65%	+$1.74K	﹤0.01%	2164
2024 Q4	$3.33K	Buy	+167	New	+$4.03K	﹤0.01%	2085

Other funds holding BIVI

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

SBI Securities's BIVI Position: Q2 2026 in Review

SBI Securities increased its BioVie (BIVI) stake by 275% in Q2 2026, buying an estimated $999 and bringing the position to 867 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

SBI Securities first reported a position in BIVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33K in Q4 2024. 6 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

SBI Securities held 867 shares of BioVie worth $1.68K as of Q2 2026.
SBI Securities bought 636 BioVie shares in Q2 2026, an estimated $999.
BioVie made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2614 holding.
SBI Securities first reported a position in BioVie in Q4 2024 and has held it in 7 quarters since.
SBI Securities's BioVie position peaked at $3.33K in Q4 2024.
6 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.