Allworth Financial’s BrightView Holdings BV Stock Holding History

Allworth Financial’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.8K	Buy	1,539 +565	+58%	+$7.09K	﹤0.01%	3122
2026 Q1	$11.5K	Buy	974 +654	+204%	+$8.46K	﹤0.01%	3408
2025 Q4	$4.05K	Sell	320 -57	-15%	-$724	﹤0.01%	3835
2025 Q3	$5.05K	Sell	377 -9	-2%	-$134	﹤0.01%	3542
2025 Q2	$6.43K	Buy	386 +66	+21%	+$987	﹤0.01%	3129
2025 Q1	$4.39K	Hold	320	–	–	﹤0.01%	2834
2024 Q4	$5.08K	Hold	320	–	–	﹤0.01%	2757
2024 Q3	$5.04K	Hold	320	–	–	﹤0.01%	2561
2024 Q2	$4.25K	Hold	320	–	–	﹤0.01%	2587
2024 Q1	$3.81K	Hold	320	–	–	﹤0.01%	2521
2023 Q4	$2.69K	Hold	320	–	–	﹤0.01%	2544
2023 Q3	$2.48K	Hold	320	–	–	﹤0.01%	2439
2023 Q2	$2.3K	Buy	320 +280	+700%	+$1.77K	﹤0.01%	2424
2023 Q1	$225	Buy	+40	New	+$270	﹤0.01%	2985
2022 Q4	–	Sell	-1,588	Closed	-$13K	–	3029
2022 Q3	$13K	Buy	+1,588	New	+$17K	﹤0.01%	1470

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's BV Position: Q2 2026 in Review

Allworth Financial increased its BrightView Holdings (BV) stake by 58% in Q2 2026, buying an estimated $7.09K and bringing the position to 1,539 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Allworth Financial first reported a position in BV in Q3 2022 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

Allworth Financial held 1,539 shares of BrightView Holdings worth $21.8K as of Q2 2026.
Allworth Financial bought 565 BrightView Holdings shares in Q2 2026, an estimated $7.09K.
BrightView Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3122 holding.
Allworth Financial first reported a position in BrightView Holdings in Q3 2022 and has held it in 15 quarters since.
184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.