Wells Fargo
BVFL icon

Wells Fargo’s BV Financial BVFL Stock Holding History

Wells Fargo’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 		$49.7K Sell
2,596
-6,517
-72% -$124K ﹤0.01% 5456
2025
Q4 		$165K Buy
9,113
+2,642
+41% +$45.5K ﹤0.01% 5174
2025
Q3 		$104K Buy
6,471
+910
+16% +$14.7K ﹤0.01% 5295
2025
Q2 		$84.7K Buy
+5,561
New +$83.7K ﹤0.01% 5293
2024
Q2 		– Sell
-76
Closed -$785 – 6961
2024
Q1 		$785 Buy
76
+1
+1% +$13 ﹤0.01% 6203
2023
Q4 		$1.06K Buy
75
+4
+6% +$46 ﹤0.01% 6209
2023
Q3 		$716 Buy
+71
New +$703 ﹤0.01% 6279

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

Wells Fargo's BVFL Position: Q1 2026 in Review

Wells Fargo reduced its BV Financial (BVFL) stake by 72% in Q1 2026, selling an estimated $124K and leaving 2,596 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5456.

Wells Fargo first reported a position in BVFL in Q3 2023 and has held it in 7 quarters since. The position peaked at $165K in Q4 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Wells Fargo held 2,596 shares of BV Financial worth $49.7K as of Q1 2026.
  • Wells Fargo sold 6,517 BV Financial shares in Q1 2026, an estimated $124K.
  • BV Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5456 holding.
  • Wells Fargo first reported a position in BV Financial in Q3 2023 and has held it in 7 quarters since.
  • Wells Fargo's BV Financial position peaked at $165K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.