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 Q3	$2.53K	Buy	1,667 +800	+92%	+$1.38K	﹤0.01%	2501
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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

SBI Securities's BIVI Position: Q3 2026 in Review

SBI Securities increased its BioVie (BIVI) stake by 92% in Q3 2026, buying an estimated $1.38K and bringing the position to 1,667 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

SBI Securities first reported a position in BIVI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.33K in Q4 2024. 3 funds tracked by Wall St. Rank hold BIVI as of Q3 2026.

SBI Securities held 1,667 shares of BioVie worth $2.53K as of Q3 2026.
SBI Securities bought 800 BioVie shares in Q3 2026, an estimated $1.38K.
BioVie made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2501 holding.
SBI Securities first reported a position in BioVie in Q4 2024 and has held it in 8 quarters since.
SBI Securities's BioVie position peaked at $3.33K in Q4 2024.
3 funds tracked by Wall St. Rank held BioVie as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.