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BV Financial

68 hedge funds and large institutions have $63.5M invested in BV Financial in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

10% more funds holding

Funds holding: 6268 (+6)

1% more capital invested

Capital invested by funds: $62.7M → $63.5M (+$789K)

1.09% less ownership

Funds ownership: 38.83%37.74% (-1.1%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
14
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$386K -$89.1K -4,693 -19%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$341K -$88.8K -4,678 -21%
SO
28
STRS Ohio
Ohio
$251K
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$195K -$31.8K -1,677 -14%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$138K -$66.3K -3,492 -33%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$95.7K
C
32
Covestor
United Kingdom
$92K
UBS Group
33
UBS Group
Switzerland
$77.2K -$28K -1,478 -27%
VGA
34
Vanguard Global Advisers
Pennsylvania
$72K +$71.4K +3,762 New
Deutsche Bank
35
Deutsche Bank
Germany
$62.2K +$61.7K +3,252 New
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$61.4K -$12.1K -640 -17%
JP Morgan Chase
37
JP Morgan Chase
New York
$55.4K -$34K -1,790 -38%
Wells Fargo
38
Wells Fargo
California
$49.7K -$124K -6,517 -72%
PFSRSONJ
39
Police & Firemen's Retirement System of New Jersey
New Jersey
$37.5K
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$31.9K -$8.26K -435 -21%
HIA
41
Harbor Investment Advisory
Maryland
$29.3K
Russell Investments Group
42
Russell Investments Group
United Kingdom
$28K -$399 -21 -1%
TRCT
43
Tower Research Capital (TRC)
New York
$26.6K +$14.6K +770 +125%
Citigroup
44
Citigroup
New York
$25.8K +$17.8K +939 +231%
BTI
45
Blue Trust Inc
Georgia
$20.5K +$20.3K +1,070 New
AIP
46
Ameritas Investment Partners
Nebraska
$16.9K
Legal & General Group
47
Legal & General Group
United Kingdom
$9.72K -$5.14K -271 -35%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$9.34K +$285 +15 +3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$7.42K +$19 +1 +0.3%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.27K -$2.26K -119 -24%

BVFL Hedge Fund Activity: Q1 2026 in Review

68 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q1 2026, worth a combined $63.5M — up 1.3% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BVFL positions and 5 closed out — a net gain of 7 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $390K. The largest seller was AllianceBernstein, cutting an estimated $1.38M.

  • 68 institutional investors held BV Financial (BVFL) as of Q1 2026, up from 62 in Q4 2025.
  • Funds reported $63.5M of BV Financial stock for Q1 2026, up 1.3% quarter-over-quarter.
  • 12 funds opened new BV Financial positions in Q1 2026 and 5 closed out, a net change of +7 holders.
  • The largest BV Financial buyer in Q1 2026 was Empowered Funds, an estimated $390K added.
  • The largest BV Financial seller in Q1 2026 was AllianceBernstein, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2026.