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Compass Financial Management’s BrightView Holdings BV Stock Holding History

Compass Financial Management’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

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Compass Financial Management's BV Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 117 shares of BrightView Holdings worth $1.53K as of Q2 2026.
  • BrightView Holdings was a new Compass Financial Management position in Q2 2026.
  • BrightView Holdings made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1345 holding.
  • 167 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.