BV FINL INC (BVFL)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
Institutions report 3,220,973 shares against 8,470,604 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $14.6M | 764,934 | 0.00% | 12q | -8.4%-$1.3M |
| BlackRock, Inc. | $12.6M | 593,526 | 0.00% | 8q | +4.6%+$554.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.5M | 305,938 | 0.00% | 2q | -17.6%-$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.7M | 174,351 | 0.00% | 12q | +5.3%+$187.3K |
| GENDELL JEFFREY L | $3.0M | 141,262 | 0.03% | 12q | HELD |
| Oppenheimer & Close, LLC | $2.8M | 134,533 | 1.80% | 12q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $2.7M | 128,692 | 0.00% | 10q | +6.4%+$164.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.4M | 115,248 | 0.00% | 10q | HELD |
| STATE STREET CORP | $2.1M | 100,798 | 0.00% | 7q | -4.9%-$111.1K |
| STILWELL VALUE LLC | $1.7M | 80,000 | 0.97% | 12q | -11.1%-$211.8K |
| Beartown Capital Management, LLC | $1.3M | 60,616 | 0.56% | 3q | HELD |
| NORTHERN TRUST CORP | $1.1M | 52,896 | 0.00% | 12q | +4.8%+$51.4K |
| GOLDMAN SACHS GROUP INC | $1.1M | 51,050 | 0.00% | 4q | -18.6%-$247.8K |
| VANGUARD FIDUCIARY TRUST CO | $972.9K | 45,934 | 0.00% | 2q | +1.0%+$9.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $963.7K | 45,499 | 0.00% | 2q | +14.2%+$120.0K |
| HSBC HOLDINGS PLC | $855.8K | 39,888 | 0.00% | 4q | +5.2%+$42.2K |
| PANAGORA ASSET MANAGEMENT INC | $601.0K | 28,375 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $567.1K | 26,775 | 0.00% | 12q | +22.8%+$105.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $532.7K | 25,149 | 0.01% | 4q | +6.7%+$33.4K |
| BARCLAYS PLC | $482.5K | 22,779 | 0.00% | 8q | -1.3%-$6.3K |
| STRS OHIO | $476.6K | 22,500 | 0.00% | 5q | +71.8%+$199.1K |
| BANK OF AMERICA CORP /DE/ | $470.5K | 22,215 | 0.00% | 11q | -6.5%-$33.0K |
| Empowered Funds, LLC | $469.1K | 22,149 | 0.00% | 2q | +7.7%+$33.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $464.7K | 21,941 | 0.00% | 5q | +8.9%+$37.8K |
| COURIER CAPITAL LLC | $442.9K | 20,913 | 0.02% | 8q | HELD |
| Bank of New York Mellon Corp | $418.4K | 19,753 | 0.00% | 5q | +10.7%+$40.6K |
| CITADEL ADVISORS LLC | $395.6K | 18,677 | 0.00% | new | NEW |
| Saber Capital Managment, LLC | $366.7K | 17,314 | 0.25% | 4q | -45.1%-$301.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $320.3K | 15,121 | 0.00% | 4q | +110.0%+$167.7K |
| AQR CAPITAL MANAGEMENT LLC | $317.7K | 14,999 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $286.9K | 13,544 | 0.00% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $244.8K | 11,557 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $203.6K | 9,611 | 0.00% | 5q | -5.6%-$12.1K |
| DEUTSCHE BANK AG\ | $140.4K | 6,627 | 0.00% | 2q | +103.8%+$71.5K |
| WELLS FARGO & COMPANY/MN | $120.3K | 5,682 | 0.00% | 5q | +118.9%+$65.4K |
| Russell Investments Group, Ltd. | $116.2K | 5,488 | 0.00% | 4q | +275.4%+$85.3K |
| Covestor Ltd | $103.0K | 4,850 | 0.06% | 12q | +0.7% |
| Vanguard Global Advisers, LLC | $79.7K | 3,762 | 0.00% | 2q | HELD |
| UBS Group AG | $73.0K | 3,446 | 0.00% | 12q | -14.6%-$12.4K |
| BNP PARIBAS FINANCIAL MARKETS | $70.2K | 3,315 | 0.00% | 5q | +98.9%+$34.9K |
| CITIGROUP INC | $66.3K | 3,131 | 0.00% | 11q | +132.6%+$37.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $66.2K | 3,125 | 0.00% | 5q | -2.6%-$1.8K |
| JPMORGAN CHASE & CO | $62.0K | 2,906 | 0.00% | 5q | +0.6% |
| Police & Firemen's Retirement System of New Jersey | $41.5K | 1,961 | 0.00% | 5q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $32.4K | 1,530 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $29.0K | 1,358 | 0.00% | 5q | +338.1%+$22.4K |
| Tower Research Capital LLC (TRC) | $23.1K | 1,092 | 0.00% | 4q | -21.3%-$6.3K |
| Blue Trust, Inc. | $22.7K | 1,070 | 0.00% | 2q | HELD |
| Ameritas Investment Partners, Inc. | $18.7K | 884 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $15.7K | 739 | 0.00% | 5q | +45.5%+$4.9K |
| FMR LLC | $9.4K | 442 | 0.00% | 4q | +13.9%+$1.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.4K | 300 | 0.00% | 5q | -94.0%-$99.5K |
| Arax Advisory Partners | $4.8K | 229 | 0.00% | 2q | +22800.0%+$4.8K |
| Sterling Capital Management LLC | $2.7K | 128 | 0.00% | 5q | -43.9%-$2.1K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.0K | 93 | 0.00% | 5q | -75.5%-$6.1K |
| EverSource Wealth Advisors, LLC | $1.5K | 73 | 0.00% | 5q | +7.4% |
| Avion Wealth | $1.0K | 50 | 0.00% | new | NEW |
| GAMMA Investing LLC | $762 | 36 | 0.00% | 2q | HELD |
| Essential Partners LLC | $572 | 27 | 0.00% | 4q | -76.5%-$1.9K |
| Physician Wealth Advisors, Inc. | $530 | 25 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $466 | 22 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $234 | 11 | 0.00% | 3q | +83.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $233 | 11 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $148 | 7 | 0.00% | 3q | +133.3% |
| IFP Advisors, Inc | $127 | 6 | 0.00% | 4q | +200.0% |
| Basecamp Wealth Advisors LLC | $106 | 5 | 0.00% | 2q | +66.7% |
| Fortitude Family Office, LLC | $64 | 3 | 0.00% | new | NEW |
| True Wealth Design, LLC | $43 | 2 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | Galli Joseph S | Director | Sold | 8,122 | $161.1K |
| 2026-06-09 | Galli Joseph S | Director | Sold | 5,113 | $101.0K ×12 |
| 2026-05-08 | Galli Joseph S | Director | Sold | 5,000 | $100.0K ×10 |
| 2026-05-08 | Galli Joseph S | Director | Sold | 5,000 | $100.0K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $829.2K | 39,100 | 5 | 2 | 1 | 0.0% |
| Q2 2026 | 68 | $66.7M | 3,220,973 | 8 | 30 | 16 | 0.0% |
| Q1 2026 | 67 | $63.5M | 3,360,363 | 8 | 12 | 27 | 0.0% |
| Q4 2025 | 61 | $63.1M | 3,480,122 | 6 | 21 | 20 | 0.0% |
| Q3 2025 | 60 | $65.3M | 4,049,787 | 17 | 17 | 11 | 0.0% |
| Q2 2025 | 49 | $72.2M | 4,740,678 | 25 | 11 | 7 | 0.0% |
| Q1 2025 | 37 | $69.5M | 4,552,228 | 4 | 13 | 11 | 0.0% |
| Q4 2024 | 37 | $77.4M | 4,492,599 | 9 | 13 | 6 | 0.0% |
| Q3 2024 | 27 | $65.3M | 4,251,557 | 4 | 6 | 5 | 0.0% |
| Q2 2024 | 23 | $47.1M | 3,954,386 | 2 | 3 | 11 | 0.0% |
| Q1 2024 | 28 | $40.8M | 3,948,355 | 7 | 10 | 4 | 0.0% |
| Q4 2023 | 25 | $56.5M | 3,981,033 | 8 | 12 | 0 | 0.0% |
| Q3 2023 | 18 | $29.9M | 2,968,537 | 18 | 0 | 0 | 0.0% |