Peirce Capital Management, LLC BSVO — EA SERIES TRUST

Ownership history in Peirce Capital Management, LLC  ·  10 quarters on record

AI Ownership Summary

Peirce Capital Management, LLC reported EA SERIES TRUST (BSVO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 18.04% in 2026 Q1. The latest visible filing shows BSVO at 18.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peirce Capital Management, LLC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSVO was reported at 18.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSVO stock page Peirce Capital Management, LLC fund profile Peirce Capital Management, LLC full holdings
How Peirce Capital Management, LLC held BSVO — position size vs. price
% of Fund (quarterly)    BSVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,817,517 -16,488 -0.9% 18.04% $46.1M 2026-04-20 $27.34
2025 Q4 ADDED — — — 1,834,005 +2,015 +0.1% 17.01% $42.7M 2026-02-06 $26.52
2025 Q3 ADDED — — — 1,831,990 +64,392 +3.6% 17.25% $41.5M 2025-10-06 $22.48
2025 Q2 ADDED — — — 1,767,598 +64,755 +3.8% 15.97% $36.0M 2025-07-08 $21.10
2025 Q1 ADDED — — — 1,702,843 +105,031 +6.6% 16.38% $33.1M 2025-05-01 $18.19
2024 Q4 ADDED — — — 1,597,812 +38,148 +2.4% 17.75% $34.6M 2025-01-02 $21.27
2024 Q3 REDUCED — — — 1,559,664 -5,404 -0.3% 17.30% $34.5M 2024-10-09 $20.98
2024 Q2 ADDED — — — 1,565,068 +127,762 +8.9% 16.88% $31.9M 2024-07-03 $19.68
2024 Q1 ADDED — — — 1,437,306 +92,109 +6.8% 16.78% $30.6M 2024-04-02 $20.09
2023 Q4 INITIATED — — — 1,345,197 — — 17.07% $28.3M 2024-01-30 $20.21

🏢 Other funds also holding BSVO

As of 2026 Q1 — sorted by position size

Kaufman Rossin Wealth, LLC 18.57% Vistica Wealth Advisors, LLC 14.59% HBE Wealth Management, LLC 13.68% Capstone Wealth Management, LLC 12.71% Squire Investment Management Company, LLC 12.04% CLARIS ADVISORS, LLC / MO / 3Y 9.28% KEB ASSET MANAGEMENT, LLC 3Y 7.86% Friday Financial 6.74% JDH Wealth Management, LLC 6.42% HMV Wealth Advisors, LLC 6.4%

FAQ About Peirce Capital Management, LLC and BSVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peirce Capital Management, LLC reported owning BSVO?

Peirce Capital Management, LLC reported BSVO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSVO position in Peirce Capital Management, LLC's portfolio?

The largest reported portfolio weight for BSVO was 18.04% in 2026 Q1.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2026 Q1, when Peirce Capital Management, LLC reported 1,817,517 shares, equal to 18.04% of portfolio, with an estimated market value of $46.1M.

What does the chart on this BSVO ownership page compare?

The chart compares Peirce Capital Management, LLC's quarterly BSVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peirce Capital Management, LLC time their BSVO position?

Based on 13F filing dates vs. subsequent BSVO price moves, Peirce Capital Management, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on BSVO relative to SPY over the holding period was -4.1%.

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