State Street
BVFL icon

State Street’s BV Financial BVFL Stock Holding History

State Street’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 		$2.13M Sell
100,798
-5,244
-5% -$105K ﹤0.01% 3315
2026
Q1 		$2.03M Sell
106,042
-622
-0.6% -$11.8K ﹤0.01% 3297
2025
Q4 		$1.93M Buy
106,664
+299
+0.3% +$5.14K ﹤0.01% 3354
2025
Q3 		$1.71M Buy
106,365
+7,614
+8% +$123K ﹤0.01% 3384
2025
Q2 		$1.5M Buy
98,751
+54,880
+125% +$826K ﹤0.01% 3391
2025
Q1 		$669K Hold
43,871
– – ﹤0.01% 3527
2024
Q4 		$755K Buy
+43,871
New +$714K ﹤0.01% 3547

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
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM

State Street's BVFL Position: Q2 2026 in Review

State Street reduced its BV Financial (BVFL) stake by 4.9% in Q2 2026, selling an estimated $105K and leaving 100,798 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

State Street first reported a position in BVFL in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • State Street held 100,798 shares of BV Financial worth $2.13M as of Q2 2026.
  • State Street sold 5,244 BV Financial shares in Q2 2026, an estimated $105K.
  • BV Financial made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3315 holding.
  • State Street first reported a position in BV Financial in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.