Security Snapshot

BV Financial, Inc. - Common Stock (BVFL) Institutional Ownership

CUSIP: 05603E208

13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

69

Shares (Excl. Options)

3,221,117

Price

$21.18

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Security type / class
Equity / Common Stock
Symbol
BVFL on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
3,221,117
Latest holder snapshot 5 signals
Total 13F value
$66,675,392
Portfolio coverage rank
0%
Share change
-140,405
Value change
-$2,604,747
Number of holders
69
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
8,692,432
SEC-reported price per share
$21.49
Insider filing price
$21.49
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BVFL - BV Financial, Inc. - Common Stock is tracked under CUSIP 05603E208.
  • 69 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 67 to 69 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $63,489,924 to $66,675,392.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 69 institutions filings for Q2 2026.

Open SEC evidence

Security key

05603E208

Latest holder period

Q2 2026

13F holders

69

13D/G owners

4

CIK / CUSIP context first

Open Q2 2026 holders BVFL full holder history BV Financial, Inc. SEC filings BV Financial, Inc. company facts BV Financial, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
BVFL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BayVanguard Bank Employee Stock Ownership Plan Trust 9.6% +19% $15,395,799 -$139,174 853,899 -0.9% BayVanguard Bank Employee Stock Ownership Plan Trust 31 Dec 2025
ALLIANCEBERNSTEIN L.P. 8.8% -15% $16,438,432 -$3,177,468 764,934 -16% AllianceBernstein L.P. 30 Jun 2026
BlackRock, Inc. 5.4% $8,933,501 536,009 BlackRock, Inc. 30 Sep 2025
Fourthstone LLC 3% -65% $4,797,699 -$9,211,226 297,624 -66% Fourthstone LLC 30 Sep 2025

As of 30 Jun 2026, 69 institutional investors reported holding 3,221,117 shares of BV Financial, Inc. - Common Stock (BVFL). This represents 37% of the company’s total 8,692,432 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
35%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 8.8% 764,934 -8.4% 0.01% $14,640,837
BlackRock, Inc. 6.8% 593,526 +4.6% 0% $12,570,880
VANGUARD CAPITAL MANAGEMENT LLC 3.5% 305,938 -18% 0% $6,479,767
GEODE CAPITAL MANAGEMENT, LLC 2% 174,351 +5.3% 0% $3,693,382
GENDELL JEFFREY L 1.6% 141,262 0% 0.03% $2,991,929
Oppenheimer & Close, LLC 1.5% 134,533 0% 1.8% $2,849,409
DIMENSIONAL FUND ADVISORS LP 1.5% 128,692 +6.4% 0% $2,725,816
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.3% 115,248 0% 0% $2,440,953
STATE STREET CORP 1.2% 100,798 -4.9% 0% $2,134,902
STILWELL VALUE LLC 0.92% 80,000 -11% 0.97% $1,694,400
Beartown Capital Management, LLC 0.7% 60,616 0% 0.57% $1,283,847
NORTHERN TRUST CORP 0.61% 52,896 +4.8% 0% $1,120,337
GOLDMAN SACHS GROUP INC 0.59% 51,050 -19% 0% $1,081,239
VANGUARD FIDUCIARY TRUST CO 0.53% 45,934 +1% 0% $972,882
VANGUARD PORTFOLIO MANAGEMENT LLC 0.52% 45,499 +14% 0% $963,669
HSBC HOLDINGS PLC 0.46% 39,888 +5.2% 0% $855,797
PANAGORA ASSET MANAGEMENT INC 0.33% 28,375 +0.32% 0% $600,983
MORGAN STANLEY 0.31% 26,775 +23% 0% $567,096
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.29% 25,149 +6.7% 0.01% $532,656
BARCLAYS PLC 0.26% 22,779 -1.3% 0% $482,459
STRS OHIO 0.26% 22,500 +72% 0% $476,550
BANK OF AMERICA CORP /DE/ 0.26% 22,215 -6.5% 0% $470,514
Empowered Funds, LLC 0.25% 22,149 +7.7% 0% $469,116
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% 21,941 +8.9% 0% $464,710
COURIER CAPITAL LLC 0.24% 20,913 0% 0.02% $442,937

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,221,117 $66,675,392 -$2,604,747 $21.18 69
2026 Q1 3,360,363 $63,489,924 -$1,596,217 $19.14 67
2025 Q4 3,457,583 $62,701,058 -$11,052,828 $18.14 61
2025 Q3 4,041,536 $65,152,948 -$11,154,205 $16.12 59
2025 Q2 4,739,951 $72,190,433 +$2,833,181 $15.23 49
2025 Q1 4,552,228 $69,466,635 +$137,409 $15.26 37
2024 Q4 4,492,599 $77,362,831 -$3,259,699 $17.22 37
2024 Q3 4,251,557 $65,261,423 +$4,712,103 $15.35 27
2024 Q2 3,954,386 $47,096,761 +$253,494 $11.91 23
2024 Q1 3,944,073 $40,742,981 -$1,430,692 $10.33 28
2023 Q4 3,980,499 $56,443,681 +$7,995,707 $14.18 25
2023 Q3 2,968,537 $29,922,954 +$29,922,954 $10.08 18
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