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
Q2 		$73K Sell
3,446
-587
-15% -$11.7K ﹤0.01% 7364
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 $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
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 Group's BVFL Position: Q2 2026 in Review

UBS Group reduced its BV Financial (BVFL) stake by 15% in Q2 2026, selling an estimated $11.7K and leaving 3,446 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #7364.

UBS Group first reported a position in BVFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $124K in Q3 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • UBS Group held 3,446 shares of BV Financial worth $73K as of Q2 2026.
  • UBS Group sold 587 BV Financial shares in Q2 2026, an estimated $11.7K.
  • BV Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7364 holding.
  • UBS Group first reported a position in BV Financial in Q3 2023 and has held it in 12 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 Q2 2026.

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