UBS Group
BVFL icon

UBS Group’s BV Financial BVFL Stock Holding History

UBS Group’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 		$77.2K Sell
4,033
-1,478
-27% -$28K ﹤0.01% 7125
2025
Q4 		$100K Sell
5,511
-2,204
-29% -$37.9K ﹤0.01% 6914
2025
Q3 		$124K Buy
7,715
+1,241
+19% +$20.1K ﹤0.01% 6976
2025
Q2 		$98.6K Buy
6,474
+4,366
+207% +$65.7K ﹤0.01% 7250
2025
Q1 		$32.2K Buy
2,108
+1,340
+174% +$21.1K ﹤0.01% 7895
2024
Q4 		$13.2K Buy
768
+619
+415% +$10.1K ﹤0.01% 8152
2024
Q3 		$2.29K Sell
149
-941
-86% -$13.1K ﹤0.01% 8469
2024
Q2 		$13K Sell
1,090
-497
-31% -$5.37K ﹤0.01% 7573
2024
Q1 		$16.4K Buy
1,587
+904
+132% +$11.5K ﹤0.01% 7007
2023
Q4 		$9.69K Buy
683
+342
+100% +$3.95K ﹤0.01% 7476
2023
Q3 		$3.44K Buy
+341
New +$3.38K ﹤0.01% 7559

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

UBS Group's BVFL Position: Q1 2026 in Review

UBS Group reduced its BV Financial (BVFL) stake by 27% in Q1 2026, selling an estimated $28K and leaving 4,033 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7125.

UBS Group first reported a position in BVFL in Q3 2023 and has held it in 11 quarters since. The position peaked at $124K in Q3 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • UBS Group held 4,033 shares of BV Financial worth $77.2K as of Q1 2026.
  • UBS Group sold 1,478 BV Financial shares in Q1 2026, an estimated $28K.
  • BV Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7125 holding.
  • UBS Group first reported a position in BV Financial in Q3 2023 and has held it in 11 quarters since.
  • UBS Group's BV Financial position peaked at $124K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.