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BV Financial
BVFL

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: 62 → 68 (+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
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$390K
2
Goldman Sachs
Goldman Sachs
New York
+$371K
3
BlackRock
BlackRock
New York
+$355K
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$292K
5
Raymond James Financial
Raymond James Financial
Florida
+$181K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.38M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$352K
3
OC
Oppenheimer & Close
New York
-$294K
4
Two Sigma Investments
Two Sigma Investments
New York
-$243K
5
N
Nuveen
North Carolina
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$6K -$8.01K -422 -58%
SOW
52
State of Wyoming
Wyoming
$4.52K -$1.42K -75 -24%
SCM
53
Sterling Capital Management
North Carolina
$4.36K -$4.55K -240 -51%
EP
54
Essential Partners
California
$2.2K – – –
EWA
55
EverSource Wealth Advisors
Alabama
$1.3K +$38 +2 +3%
GI
56
GAMMA Investing
California
$689 +$683 +36 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$421 +$38 +2 +10%
UBS AM
58
UBS AM
Illinois
$211 – – –
AF
59
Allworth Financial
California
$115 +$114 +6 New
FFA
60
Farther Finance Advisors
California
$114 -$19 -1 -14%
MCM
61
MAI Capital Management
Ohio
$58 – – –
RIL
62
Rothschild Investment LLC
Illinois
$57 +$19 +1 +50%
BWA
63
Basecamp Wealth Advisors
Washington
$57 +$57 +3 New
IA
64
IFP Advisors
Florida
$38 – – –
RFP
65
Root Financial Partners
California
$38 +$38 +2 New
SS
66
Sunbelt Securities
Texas
$19 – – –
AAP
67
Arax Advisory Partners
Colorado
$19 +$19 +1 New
Two Sigma Investments
68
Two Sigma Investments
New York
– -$243K -13,377 Closed
N
69
Nuveen
North Carolina
– -$205K -11,285 Closed
MIM
70
MetLife Investment Management
New Jersey
– -$94.6K -5,217 Closed
LFG
71
Larson Financial Group
Missouri
– -$6.28K -346 Closed
AB
72
Amalgamated Bank
New York
– -$5K -255 Closed
1 2
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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.