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BV Financial Inc (BVFL)

CUSIP: 05603E208 | NYSE | Financial Services · Banks - Regional | Micro Cap | 113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP133,571
0.0% of portfolio›$2.8M
Strs Ohio27,636
0.0% of portfolio›$579.8K
Courier Capital LLC20,913
0.0% of portfolio›$438.8K
Bank of New York Mellon Corp19,558
0.0% of portfolio›$410.3K
Wealth Enhancement Advisory Services, LLC15,007
0.0% of portfolio›$323.7K
Ritholtz Wealth Management12,064
0.0% of portfolio›$253.1K
Creative Planning9,639
0.0% of portfolio›$202.2K
Harbor Investment Advisory, LLC1,530
0.0% of portfolio›$32.1K
Blue Trust, Inc.1,070
0.0% of portfolio›$22.4K
Citigroup Inc493
0.0% of portfolio›$10.3K
State of Wyoming221
0.0% of portfolio›$4.6K
Sterling Capital Management LLC124
0.0% of portfolio›$2.6K
Mather Group, Llc.87
0.0% of portfolio›$1.8K
EverSource Wealth Advisors, LLC77
0.0% of portfolio›$1.6K
Avion Wealth50
0.0% of portfolio›$1
Gamma Investing LLC36
0.0% of portfolio›$755
Essential Partners LLC27
0.0% of portfolio›$566
Physician Wealth Advisors, Inc.25
0.0% of portfolio›$525
Farther Finance Advisors, LLC21
0.0% of portfolio›$441
SJS Investment Consulting Inc.20
0.0% of portfolio›$420
IFP Advisors, Inc8
0.0% of portfolio›$168
Root Financial Partners, LLC6
0.0% of portfolio›$126
Fortitude Family Office, LLC3
0.0% of portfolio›$63
True Wealth Design, LLC2
0.0% of portfolio›$42
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
133,571$2.8M0.0%IndexLowAustin, TX2026-11-04
Strs Ohio
27,636$579.8K0.0%CoreMediumColumbus, OH2026-10-30
Courier Capital LLC
20,913$438.8K0.0%ETFLowBuffalo, NY2026-10-19
Bank of New York Mellon Corp
19,558$410.3K0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
15,007$323.7K0.0%CoreLowPlymouth, MN2026-10-13
Ritholtz Wealth Management
12,064$253.1K0.0%IndexLowNew York, NY2026-11-05
Creative Planning
9,639$202.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Harbor Investment Advisory, LLC
1,530$32.1K0.0%GrowthLowLutherville, MD2026-10-13
Blue Trust, Inc.
1,070$22.4K0.0%ETFLowBrentwood, TN2026-10-15
Citigroup Inc
493$10.3K0.0%CoreMediumNew York, NY2026-11-04
State of Wyoming
221$4.6K0.0%ValueHighCheyenne, WY2026-10-28
Sterling Capital Management LLC
124$2.6K0.0%GARPMediumCharlotte, NC2026-10-22
Mather Group, Llc.
87$1.8K0.0%ETFMediumChicago, IL2026-10-14
EverSource Wealth Advisors, LLC
77$1.6K0.0%CoreMediumBirmingham, AL2026-11-04
Avion Wealth
50$10.0%ETFLowThe Woodlands, TX2026-11-04
Gamma Investing LLC
36$7550.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
27$5660.0%ValueMediumRancho Santa Fe, CA2026-10-14
Physician Wealth Advisors, Inc.
25$5250.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
21$4410.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
20$4200.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
8$1680.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
6$1260.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
3$630.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
2$420.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
1$210.0%ETFLowFort Lauderdale, FL2026-10-30