13F reference period
Q2 2026
Security Snapshot
BV Financial, Inc. - Common Stock (BVFL) Institutional Ownership
CUSIP: 05603E208
13F Institutional Holders and Ownership History from Q3 2023 to Q3 2026
Institutions Reporting
68
Shares (Excl. Options)
3.22M
Full value: 3,220,973 · shares · 30 Jun 2026Price
$21.18
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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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
- 3,220,973
- Total 13F value
- $66,672,344
- Portfolio coverage rank
- 0%
- Share change
- -140,549
- Value change
- -$2,607,795
- Number of holders
- 68
- Shares outstanding
- 8,692,432
- SEC-reported price per share
- $20.99
- Insider filing price
- $20.99
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- BVFL - BV Financial, Inc. - Common Stock is tracked under CUSIP 05603E208.
- 68 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 67 to 68 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$63.49M
Full value: $63,489,924 · USD · 31 Mar 2026.$66.67M
Full value: $66,672,344 · USD · 30 Jun 2026
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
Open SEC evidence
Latest holder context comes from 68 institutions filings for Q2 2026.
Security key
05603E208
13F reference period
Q2 2026
13F holders
68
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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05603E208:
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,
68
institutional investors reported holding
shares of
BV Financial, Inc. - Common Stock (BVFL).
This represents
37%
of the company’s total
outstanding shares.
3.22M
Full value: 3,220,973 · shares · 30 Jun 20268.69M
Full value: 8,692,432 · shares · Stored outstanding share count13F 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
13
Headline period
Q2 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 66,515 | $1,404,340 | +$433,993 | $20.99 | 16 |
| 2026 Q2 | 3,220,973 | $66,672,344 | -$2,607,795 | $21.18 | 68 |
| 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 |