AF
BKV

Allworth Financial’s BKV Corp BKV Stock Holding History

Allworth Financial’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51K Sell
88
-3
-3% -$87 ﹤0.01% 4274
2025
Q4 		$2.47K Buy
91
+10
+12% +$251 ﹤0.01% 4041
2025
Q3 		$1.87K Buy
81
+6
+8% +$131 ﹤0.01% 4032
2025
Q2 		$1.81K Buy
+75
New +$1.55K ﹤0.01% 3749

Other funds holding BKV

DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's BKV Position: Q1 2026 in Review

Allworth Financial reduced its BKV Corp (BKV) stake by 3.3% in Q1 2026, selling an estimated $87 and leaving 88 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

Allworth Financial first reported a position in BKV in Q2 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold BKV as of Q1 2026.

  • Allworth Financial held 88 shares of BKV Corp worth $2.51K as of Q1 2026.
  • Allworth Financial sold 3 BKV Corp shares in Q1 2026, an estimated $87.
  • BKV Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4274 holding.
  • Allworth Financial first reported a position in BKV Corp in Q2 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held BKV Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.