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Sterling Capital Management’s BV Financial BVFL Stock Holding History

Sterling Capital Management’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 		$4.36K Sell
228
-240
-51% -$4.55K ﹤0.01% 2790
2025
Q4 		$8.49K Sell
468
-114
-20% -$1.96K ﹤0.01% 2686
2025
Q3 		$9.38K Buy
582
+348
+149% +$5.63K ﹤0.01% 2516
2025
Q2 		$3.56K Buy
+234
New +$3.52K ﹤0.01% 2696

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
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

Sterling Capital Management's BVFL Position: Q1 2026 in Review

Sterling Capital Management reduced its BV Financial (BVFL) stake by 51% in Q1 2026, selling an estimated $4.55K and leaving 228 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Sterling Capital Management first reported a position in BVFL in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.38K in Q3 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Sterling Capital Management held 228 shares of BV Financial worth $4.36K as of Q1 2026.
  • Sterling Capital Management sold 240 BV Financial shares in Q1 2026, an estimated $4.55K.
  • BV Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2790 holding.
  • Sterling Capital Management first reported a position in BV Financial in Q2 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's BV Financial position peaked at $9.38K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.