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Bv Finl shares owned by UMA Financial Services

Quarter-by-quarter ownership of Bv Finl (BVFL) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Bv Finl

Tip: Access up to 7 years of quarterly data

All positions including Bv Finl held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bv Finl by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $530 25 21.20

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Bv Finl

Alliancebernstein
BlackRock
Vanguard Capital Management
Geode Capital Management
Jeffrey L. Gendell
Oppenheimer & Close
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
State Street Corporation
Stilwell Value
Northern Trust
Goldman Sachs Group
Vanguard Fiduciary Trust
Vanguard Portfolio Management
Hsbc Holdings

View all funds holding Bv Finl