BFG
BV icon

Bleakley Financial Group’s BrightView Holdings BV Stock Holding History

Bleakley Financial Group’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 		$2.39M Buy
168,404
+38,363
+30% +$481K 0.03% 430
2026
Q1 		$1.53M Buy
130,041
+26,464
+26% +$342K 0.02% 435
2025
Q4 		$1.31M Buy
103,577
+24,523
+31% +$311K 0.02% 422
2025
Q3 		$1.06M Buy
79,054
+20,882
+36% +$310K 0.02% 405
2025
Q2 		$969K Buy
58,172
+19,700
+51% +$295K 0.02% 401
2025
Q1 		$494K Buy
38,472
+19,783
+106% +$283K 0.02% 433
2024
Q4 		$299K Buy
18,689
+2,752
+17% +$45.8K 0.01% 801
2024
Q3 		$251K Sell
15,937
-202,091
-93% -$2.93M 0.01% 856
2024
Q2 		$2.9M Sell
218,028
-17
-0% -$217 0.08% 217
2024
Q1 		$2.59M Sell
218,045
-2,962
-1% -$27K 0.08% 247
2023
Q4 		$1.86M Sell
221,007
-2,397
-1% -$18.3K 0.06% 283
2023
Q3 		$1.73M Buy
223,404
+9,903
+5% +$79.1K 0.06% 286
2023
Q2 		$1.53M Buy
213,501
+16,050
+8% +$101K 0.05% 319
2023
Q1 		$1.11M Buy
197,451
+39,998
+25% +$270K 0.04% 365
2022
Q4 		$1.08M Buy
+157,453
New +$1.21M 0.04% 362

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bleakley Financial Group's BV Position: Q2 2026 in Review

Bleakley Financial Group increased its BrightView Holdings (BV) stake by 30% in Q2 2026, buying an estimated $481K and bringing the position to 168,404 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #430.

Bleakley Financial Group first reported a position in BV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.9M in Q2 2024. 185 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Bleakley Financial Group held 168,404 shares of BrightView Holdings worth $2.39M as of Q2 2026.
  • Bleakley Financial Group bought 38,363 BrightView Holdings shares in Q2 2026, an estimated $481K.
  • BrightView Holdings made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #430 holding.
  • Bleakley Financial Group first reported a position in BrightView Holdings in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's BrightView Holdings position peaked at $2.9M in Q2 2024.
  • 185 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.