AF
BV icon

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
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 $5.35B AUM 63.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return