BV Financial, Inc.: which funds bought and sold
Institutions that bought and sold BV Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 40 institutions that filed 13F reports for both quarters added to or opened positions in BV Financial, and 21 cut or closed them. Together they sold a net 139K shares, −4.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 13K shares (−1.3%); index fund managers were net sellers of 26K shares (−1.9%). 9 opened a new position and 5 sold out entirely.
Bought, Q2 2026 40 institutions, 9 of them new holders Sold, Q2 2026 21 institutions, 5 of them sold out
Net change, all compared −139K shares (−4.1%)
Net change, active managers −13K shares (−1.3%), 7 bought, 1 sold
Buyers versus sellers
40 bought 13 21 sold
Active managers and hedge funds 7 bought · 1 sold · −13K
Index fund managers 6 bought · 3 sold · −26K
Other institutions 27 bought · 17 sold · −99K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +26K +4.6% | 594K | $12.6M |
| Citadel Advisors LLC Hedge fund | +19K New position | 19K | $395,579 |
| AQR Capital Management LLC Hedge fund | +15K New position | 15K | $317,680 |
| O'Shaughnessy Asset Management, LLC Active manager | +14K New position | 14K | $286,862 |
| Ritholtz Wealth Management | +12K New position | 12K | $244,777 |
| Strs Ohio | +9,400 +71.8% | 23K | $476,550 |
| Geode Capital Management, LLC Index funds | +8,843 +5.3% | 174K | $3.7M |
| Los Angeles Capital Management LLC Active manager | +7,919 +110.0% | 15K | $320,262 |
| Dimensional Fund Advisors LP | +7,759 +6.4% | 129K | $2.7M |
| Vanguard Portfolio Management LLC Index funds | +5,665 +14.2% | 45K | $963,669 |
| Morgan Stanley | +4,968 +22.8% | 27K | $567,096 |
| Russell Investments Group, Ltd. | +4,026 +275.4% | 5,488 | $116,235 |
| Deutsche Bank Ag\ | +3,375 +103.8% | 6,627 | $140,360 |
| Wells Fargo & Company | +3,086 +118.9% | 5,682 | $120,345 |
| Northern Trust Corp Index funds | +2,428 +4.8% | 53K | $1.1M |
| HSBC Holdings PLC | +1,965 +5.2% | 40K | $855,797 |
| Bank Of New York Mellon Corp | +1,917 +10.7% | 20K | $418,368 |
| Charles Schwab Investment Management Inc Index funds | +1,785 +8.9% | 22K | $464,710 |
| Citigroup Inc | +1,785 +132.6% | 3,131 | $66,315 |
| BNP Paribas Financial Markets | +1,648 +98.9% | 3,315 | $70,212 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +19K New position | 19K | $395,579 |
| AQR Capital Management LLC Hedge fund | +15K New position | 15K | $317,680 |
| O'Shaughnessy Asset Management, LLC Active manager | +14K New position | 14K | $286,862 |
| Los Angeles Capital Management LLC Active manager | +7,919 +110.0% | 15K | $320,262 |
| Bridgeway Capital Management, LLC Active manager | +1,578 +6.7% | 25K | $532,656 |
| Panagora Asset Management Inc Active manager | +90 +0.3% | 28K | $600,983 |
| FMR LLC Active manager | +54 +13.9% | 442 | $9,358 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Raymond James Financial Inc | −110K Sold out | 0 | — |
| Alliancebernstein L.P. Active manager | −70K −8.4% | 765K | $14.6M |
| Vanguard Capital Management LLC Index funds | −66K −17.6% | 306K | $6.5M |
| Saber Capital Managment, LLC | −14K −45.1% | 17K | $366,711 |
| Goldman Sachs Group Inc | −12K −18.6% | 51K | $1.1M |
| Stilwell Value LLC | −10K −11.1% | 80K | $1.7M |
| State Street Corp Index funds | −5,244 −4.9% | 101K | $2.1M |
| New York State Common Retirement Fund | −4,700 −94.0% | 300 | $6,354 |
| Bank Of America Corp | −1,556 −6.5% | 22K | $470,514 |
| UBS Group AG | −587 −14.6% | 3,446 | $72,986 |
| Rhumbline Advisers Index funds | −573 −5.6% | 9,611 | $203,555 |
| Barclays PLC | −299 −1.3% | 23K | $482,459 |
| Tower Research Capital LLC (TRC) | −296 −21.3% | 1,092 | $23,129 |
| California State Teachers Retirement System | −287 −75.5% | 93 | $1,970 |
| State Of Wyoming | −236 Sold out | 0 | — |
| Sterling Capital Management LLC | −100 −43.9% | 128 | $2,711 |
| Essential Partners LLC | −88 −76.5% | 27 | $572 |
| Mirae Asset Global Etfs Holdings Ltd. | −85 −2.6% | 3,125 | $66,188 |
| Allworth Financial LP | −6 Sold out | 0 | — |
| Mai Capital Management | −3 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alliancebernstein L.P. Active manager | −70K −8.4% | 765K | $14.6M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Citadel Advisors LLCHedge fund | 19K | $395,579 |
| AQR Capital Management LLCHedge fund | 15K | $317,680 |
| O'Shaughnessy Asset Management, LLCActive manager | 14K | $286,862 |
| Ritholtz Wealth Management | 12K | $244,777 |
| Integrated Wealth Concepts LLC | 144 | $3,048 |
| Avion Wealth | 50 | $1,000 |
| Physician Wealth Advisors, Inc. | 25 | $530 |
| Fortitude Family Office, LLC | 3 | $64 |
| True Wealth Design, LLC | 2 | $43 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Raymond James Financial Inc | 110K | $2.1M |
| State Of Wyoming | 236 | $4,517 |
| Allworth Financial LP | 6 | $115 |
| Mai Capital Management | 3 | $58 |
| Root Financial Partners, LLC | 2 | $38 |
Who holds the shares
- Institutions reporting
- 69
- Ten largest holders
- 78.8% of 13F-reported shares
- Index fund managers
- 41.9% of 13F-reported shares
- Active managers and hedge funds
- 30.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 7 | 1 | 3 | 0 | −13K | −1.3% |
| Index fund managers | 6 | 3 | 0 | 0 | −26K | −1.9% |
| Other institutions | 27 | 17 | 6 | 5 | −99K | −10.2% |