Bank7 Corp. hedge fund holdings
BSVNNASDAQ$55.48+0.49 (+0.89%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
BSVN · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+20.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 314 | 311 | $2.28B | $568M | 1,214 | Aug 14, 2025 |
| Q3 2025 | 354 | 291 | $1.88B | $1.72B | 1,206 | Nov 14, 2025 |
| Q4 2025 | 363 | 248 | $791M | $1.49B | 1,314 | Feb 14, 2026 |
| Q1 2026 | 430 | 312 | $1.29B | $837M | 1,346 | May 15, 2026 |
| Q2 2026 | 445 | 298 | $1.65B | $1.27B | 1,354 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,354 filersNew position
78$50M+1.02M sh
Increased
367$1.6B+32.8M sh
Reduced
230-$1.25B-25.5M sh
Out / sold
68-$24.6M-503K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | Added 7.80% | +$137M | $1.89B | 4.52% | Aug 12, 2026 |
| Fund Evaluation Group, LLC | Added 26988.70% | +$91.9M | $92.3M | 2.49% | Aug 7, 2026 |
| Assetmark, Inc | Added 334.64% | +$81M | $105M | 0.18% | Jul 30, 2026 |
| Wealthquest Corp | Reduce 47.06% | -$32.7M | $36.8M | 2.32% | Jul 23, 2026 |
| Greenup Street Wealth Management LLC | Added 13057.34% | +$31M | $31.3M | 3.81% | Jul 27, 2026 |
| Purpose Unlimited Inc. | Added 12.75% | +$22.7M | $200M | 7.66% | Aug 13, 2026 |
| Allied Investment Advisors, LLC | New Buy | +$21.3M | $21.3M | 2.68% | Jul 20, 2026 |
| Daymark Wealth Partners, LLC | Added 4264.17% | +$21.2M | $21.7M | 0.53% | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | Added 7.48% | +$19.7M | $283M | 1.41% | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | Added 31.74% | +$18.4M | $76.4M | 0.65% | Aug 6, 2026 |
| Sax Wealth Advisors, LLC | Added 768.79% | +$16.7M | $18.9M | 0.77% | Jul 9, 2026 |
| Truepoint, Inc. | Added 2.80% | +$15.8M | $578M | 12.07% | Jul 31, 2026 |
| Cambridge Associates LLC /Ma/ | Added 102.65% | +$14.9M | $29.5M | 0.43% | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | Added 15.34% | +$14.1M | $106M | 2.74% | Jul 31, 2026 |
| International City Management Association Retirement Corp | Added 29.58% | +$13.8M | $60.5M | 26.31% | Aug 5, 2026 |
| Prime Capital Investment Advisors, LLC | Reduce 23.95% | -$13.5M | $43M | 0.42% | Aug 5, 2026 |
| &Partners | Added 13.11% | +$13.3M | $114M | 0.47% | Aug 14, 2026 |
| Exchange Traded Concepts, LLC | Added 14.87% | +$12.2M | $94.1M | 0.43% | Aug 11, 2026 |
| MML Investors Services, LLC | Added 18.37% | +$11.7M | $75.6M | 0.15% | Aug 7, 2026 |
| True Link Financial Advisors, LLC | Added 5.07% | +$9.81M | $203M | 11.75% | Jul 31, 2026 |
| Old Mission Capital LLC | New Buy | +$9.44M | $9.44M | 0.15% | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 19.07% | +$9.42M | $58.8M | 0.55% | Aug 14, 2026 |
| Virtus Wealth Solutions LLC | Sell 100% | -$9.17M | $0 | 0.00% | Jul 24, 2026 |
| Forza Wealth Management, LLC | Added 102.52% | +$8.92M | $17.6M | 5.40% | Jul 17, 2026 |
| McAdam, LLC | Reduce 43.51% | -$8.61M | $11.2M | 0.43% | Aug 4, 2026 |
| First Heartland Consultants, Inc. | Reduce 30.70% | -$7.9M | $17.8M | 1.15% | Jul 8, 2026 |
| Elevatus Welath Management | Added 1191.96% | +$7.89M | $8.55M | 2.08% | Aug 13, 2026 |
| United Capital Financial Advisors, LLC | Reduce 5.18% | -$7.76M | $142M | 0.78% | Aug 17, 2026 |
| Vise Technologies, Inc. | Added 263.23% | +$7.59M | $10.5M | 0.12% | Aug 11, 2026 |
| Compass Planning Associates Inc | Added 26.34% | +$7.51M | $36M | 19.46% | Jul 27, 2026 |
| Alps Advisors Inc | Reduce 58.46% | -$7.24M | $5.14M | 0.02% | Jul 29, 2026 |
| Atria Investments, Inc | Reduce 26.63% | -$7M | $19.3M | 0.19% | Jul 28, 2026 |
| Washington Capital Management, Inc | New Buy | +$6.91M | $6.91M | 4.56% | Jul 21, 2026 |
| SageView Advisory Group, LLC | Added 243.16% | +$6.86M | $9.69M | 0.32% | Aug 10, 2026 |
| Factor Wealth Management LTD | Added 35.73% | +$6.68M | $25.4M | 3.84% | Jul 8, 2026 |
| Investment Planning Advisors, Inc. | Added 69.69% | +$6.68M | $16.3M | 3.76% | Jul 23, 2026 |
| Vanguard Advisers Inc | Added 10.82% | +$6.65M | $68.1M | 0.23% | Aug 13, 2026 |
| Valmark Advisers, Inc. | Added 4.87% | +$6.11M | $132M | 1.40% | Aug 6, 2026 |
| Main Street Financial Solutions, LLC | Reduce 57.70% | -$6.09M | $4.47M | 0.29% | Aug 7, 2026 |
| Rathbones Group PLC | Reduce 49.40% | -$6.03M | $6.17M | 0.02% | Jul 23, 2026 |
| Members Advisory Group LLC | Sell 100% | -$5.95M | $0 | 0.00% | Jul 15, 2026 |
| Apella Capital, LLC | Reduce 4.60% | -$5.91M | $123M | 1.73% | Jul 8, 2026 |
| Lincoln National Corp | Added 1.92% | +$5.85M | $310M | 7.93% | Aug 10, 2026 |
| Mosley Wealth Management | Added 1801.47% | +$5.81M | $6.13M | 1.95% | Jul 23, 2026 |
| BIP Wealth, LLC | Added 2072.90% | +$5.43M | $5.69M | 0.16% | Aug 3, 2026 |
| Harfst & Associates, Inc. | Added 56.78% | +$5.32M | $14.7M | 2.28% | Jul 31, 2026 |
| Clark Asset Management, LLC | Added 12.91% | +$5.21M | $45.5M | 3.57% | Jul 7, 2026 |
| Voya Financial Advisors, Inc. | Added 15.21% | +$5.18M | $39.2M | 3.45% | Aug 12, 2026 |
| Waterloo Capital, L.P. | Reduce 39.90% | -$5.14M | $7.75M | 0.44% | Jul 29, 2026 |
| Presilium Private Wealth, LLC | Added 11.83% | +$5.07M | $47.9M | 7.36% | Jul 22, 2026 |
| Old Peak Finance LLC | Added 12.37% | +$4.87M | $44.3M | 21.42% | Aug 3, 2026 |
| RS Crum Inc. | Added 5.22% | +$4.85M | $97.7M | 18.32% | Aug 10, 2026 |
| IFG Advisory, LLC | Added 27433.78% | +$4.81M | $4.83M | 0.17% | Aug 14, 2026 |
| TD Capital Management LLC | Reduce 8.85% | -$4.79M | $49.3M | 4.03% | Aug 6, 2026 |
| Beacon Capital Management, Inc. | Reduce 17.36% | -$4.78M | $22.7M | 1.38% | Aug 13, 2026 |
| Elevation Point Wealth Partners, LLC | Added 17.22% | +$4.61M | $31.4M | 0.58% | Aug 12, 2026 |
| RW Investment Management LLC | Added 4.41% | +$4.6M | $109M | 9.55% | Aug 6, 2026 |
| Martel Wealth Advisors LLC | Added 6.20% | +$4.53M | $77.6M | 12.21% | Jul 13, 2026 |
| HTG Investment Advisors, Inc. | Reduce 27.04% | -$4.45M | $12M | 3.08% | Aug 6, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 6.31% | +$4.34M | $73.2M | 0.35% | Jul 20, 2026 |
| NewEdge Wealth, LLC | Reduce 20.89% | -$4.29M | $16.3M | 0.16% | Aug 10, 2026 |
| Composition Wealth, LLC | Added 8.01% | +$4.27M | $57.6M | 0.68% | Jul 22, 2026 |
| Eagle Rock Investment Company, LLC | Added 30.88% | +$3.78M | $16M | 1.98% | Jul 9, 2026 |
| Capital Analysts, LLC | Added 6.33% | +$3.75M | $63M | 1.45% | Aug 5, 2026 |
| Vinva Investment Management Ltd | Sell 100% | -$3.75M | $0 | 0.00% | Aug 14, 2026 |
| Petersen Hastings Wealth Advisors Inc. | Added 5.88% | +$3.67M | $66M | 5.54% | Jul 17, 2026 |
| Arbor Investment Advisors, LLC | Added 7.35% | +$3.6M | $52.6M | 5.95% | Jul 24, 2026 |
| Mgo One Seven LLC | Reduce 37.52% | -$3.58M | $5.96M | 0.10% | Jul 31, 2026 |
| Integris Wealth Management, LLC | Added 5.38% | +$3.58M | $70M | 14.14% | Jul 13, 2026 |
| XML Financial, LLC | Added 16.84% | +$3.56M | $24.7M | 1.80% | Jul 24, 2026 |
| Argent Trust Co | Added 179.49% | +$3.48M | $5.41M | 0.16% | Aug 6, 2026 |
| Cibc World Market Inc. | Added 398.06% | +$3.41M | $4.27M | 0.01% | Aug 13, 2026 |
| Twin Lions Management LLC | Reduce 21.08% | -$3.34M | $12.5M | 9.79% | Aug 14, 2026 |
| Kavar Capital Partners Group, LLC | Sell 100% | -$3.34M | $0 | 0.00% | Jul 20, 2026 |
| Edgestream Partners, L.P. | Added 791.98% | +$3.32M | $3.73M | 0.11% | Aug 11, 2026 |
| Sage Financial Management Group, Inc. | Added 10.83% | +$3.19M | $32.6M | 8.96% | Jul 24, 2026 |
| Savvy Advisors, Inc. | Added 9.10% | +$3.13M | $37.5M | 0.80% | Aug 3, 2026 |
| Kintra Wealth, LLC | Reduce 37.25% | -$3.11M | $5.23M | 0.27% | Aug 14, 2026 |
| Carnegie Investment Counsel | Added 88.50% | +$3.09M | $6.58M | 0.13% | Jul 30, 2026 |
| Great Valley Advisor Group, Inc. | Reduce 22.32% | -$3.07M | $10.7M | 0.17% | Aug 10, 2026 |
| Oath Planning, LLC | Added 22.96% | +$3.03M | $16.3M | 12.06% | Jul 24, 2026 |
| KWMG, LLC | Added 12.77% | +$2.9M | $25.6M | 1.85% | Jul 8, 2026 |
| Independent Advisor Alliance | Reduce 85.27% | -$2.88M | $497K | 0.01% | Aug 12, 2026 |
| Betterment LLC | Added 5.55% | +$2.72M | $51.7M | 0.09% | Aug 14, 2026 |
| XY Planning Network, Inc. | Added 499.45% | +$2.69M | $3.22M | 0.40% | Jul 15, 2026 |
| Brookstone Capital Management | Added 17.30% | +$2.61M | $17.7M | 0.18% | Jul 15, 2026 |
| Cacti Asset Management LLC | Added 42.62% | +$2.57M | $8.59M | 0.43% | Jul 1, 2026 |
| Associated Banc-Corp | Added 8.50% | +$2.5M | $31.9M | 0.76% | Jul 31, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | Sell 100% | -$2.49M | $0 | 0.00% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Added 6.02% | +$2.43M | $42.8M | 0.06% | Aug 12, 2026 |
| Plancorp, LLC | Reduce 87.95% | -$2.34M | $321K | 0.01% | Jul 14, 2026 |
| Entruity Wealth, LLC | New Buy | +$2.26M | $2.26M | 1.46% | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Added 15.59% | +$2.25M | $16.7M | 0.82% | Jul 20, 2026 |
| Summit Wealth Partners, LLC | Reduce 79.26% | -$2.17M | $567K | 0.08% | Aug 3, 2026 |
| Barr E S & Co | Reduce 6.71% | -$2.13M | $29.6M | 1.66% | Aug 13, 2026 |
| PW Nova Financial Services LLC | New Buy | +$2.13M | $2.13M | 0.46% | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | Added 48.68% | +$2.02M | $6.18M | 0.99% | Jul 27, 2026 |
| Wit, LLC | Reduce 1.28% | -$2M | $154M | 2.47% | Aug 14, 2026 |
| TritonPoint Partners, LLC | New Buy | +$1.99M | $1.99M | 0.17% | Aug 13, 2026 |
| Blair William & Co | Reduce 7.41% | -$1.98M | $24.7M | 0.06% | Aug 11, 2026 |