Tortoise Investment Management’s Bank7 Corp BSVN Stock Holding History

Tortoise Investment Management’s Portfolio BSVN Stock Details BSVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-800	Closed	-$37K	–	397
2025 Q3	$37K	Hold	800	–	–	﹤0.01%	438
2025 Q2	$33.5K	Hold	800	–	–	﹤0.01%	441
2025 Q1	$31K	Hold	800	–	–	﹤0.01%	440
2024 Q4	$37.3K	Hold	800	–	–	﹤0.01%	467
2024 Q3	$30K	Hold	800	–	–	﹤0.01%	502
2024 Q2	$25K	Hold	800	–	–	﹤0.01%	503
2024 Q1	$22.6K	Hold	800	–	–	﹤0.01%	493
2023 Q4	$21.9K	Hold	800	–	–	﹤0.01%	471
2023 Q3	$18K	Hold	800	–	–	﹤0.01%	473
2023 Q2	$19.6K	Hold	800	–	–	﹤0.01%	468
2023 Q1	$19.6K	Hold	800	–	–	﹤0.01%	464
2022 Q4	$20.5K	Hold	800	–	–	﹤0.01%	454
2022 Q3	$18K	Hold	800	–	–	﹤0.01%	456
2022 Q2	$18K	Hold	800	–	–	﹤0.01%	448
2022 Q1	$19K	Buy	+800	New	+$19.3K	﹤0.01%	433

Other funds holding BSVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tortoise Investment Management's BSVN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Bank7 Corp (BSVN) in Q4 2025, closing a stake of 800 shares — an estimated $37K sold.

Tortoise Investment Management first reported a position in BSVN in Q1 2022 and held it in 15 quarters. The position peaked at $37.3K in Q4 2024. 86 funds tracked by Wall St. Rank hold BSVN as of Q4 2025.

Tortoise Investment Management reported no remaining Bank7 Corp position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 800 Bank7 Corp shares in Q4 2025, an estimated $37K.
Tortoise Investment Management first reported a position in Bank7 Corp in Q1 2022 and held it in 15 quarters.
Tortoise Investment Management's Bank7 Corp position peaked at $37.3K in Q4 2024.
86 funds tracked by Wall St. Rank held Bank7 Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.