UBS AM
BVFL icon

UBS AM’s BV Financial BVFL Stock Holding History

UBS AM’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 		$233 Hold
11
– – ﹤0.01% 3692
2026
Q1 		$211 Hold
11
– – ﹤0.01% 3777
2025
Q4 		$200 Buy
+11
New +$189 ﹤0.01% 3274

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 163.06% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

UBS AM's BVFL Position: Q2 2026 in Review

UBS AM held its BV Financial (BVFL) position steady in Q2 2026 at 11 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

UBS AM first reported a position in BVFL in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • UBS AM held 11 shares of BV Financial worth $233 as of Q2 2026.
  • UBS AM left its BV Financial share count unchanged in Q2 2026.
  • BV Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3692 holding.
  • UBS AM first reported a position in BV Financial in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.