COMPASS FINANCIAL MANAGEMENT LLC’s BrightView Holdings BV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.53K	Buy	+117	New	+$1.47K	﹤0.01%	1345

Other funds holding BV

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BrightView Holdings (BV) in Q2 2026: 117 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings.

89 funds tracked by Wall St. Rank hold BV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 117 shares of BrightView Holdings worth $1.53K as of Q2 2026.
BrightView Holdings was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
BrightView Holdings made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1345 holding.
89 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.