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Equibles

Oppenheimer & Close, LLC

Position in BVFL — BV Financial, Inc.

CIK 1591377 NEW YORK, NY
Back to BVFL Full portfolio

Position in BVFL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,849,408
+$274,447 QoQ
Shares Held
134,533
0.0% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#6
of 68 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BVFL Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Oppenheimer & Close, LLC holds $42,038,880 across 25 Banks - Regional names. BVFL ranks #5 (6.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PGC
Peapack Gladstone Financial Corp
 124,936 $5,913,220
2 CCNE
Cnb Financial Corp/Pa
 166,253 $5,604,388
3 LSBK
Lake Shore Bancorp, Inc. /MD/
 180,000 $3,205,800
4 CPBI
Central Plains Bancshares, Inc.
 165,007 $3,140,083
5 BVFL
BV Financial, Inc.
This page 		134,533 $2,849,408
6 HTB
HomeTrust Bancshares, Inc.
 52,708 $2,629,602
7 CARE
Carter Bankshares, Inc.
 62,500 $2,125,625
8 NBBK
NB Bancorp, Inc.
 82,999 $1,753,768

All Filings in BVFL

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,849,408 134,533
2026-03-31 $2,574,961 134,533
2025-12-31 $2,721,000 150,000
2025-09-30 $2,418,000 150,000
2025-06-30 $2,284,500 150,000
2025-03-31 $2,289,000 150,000
2024-12-31 $2,583,000 150,000
2024-09-30 $2,302,500 150,000
2024-06-30 $1,786,500 150,000
2024-03-31 $1,549,500 150,000
2023-12-31 $2,127,000 150,000
2023-09-30 $1,512,000 150,000