Creative Planning’s BKV Corp BKV Stock Holding History

Creative Planning’s Portfolio BKV Stock Details BKV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	+9,793	New	+$270K	﹤0.01%	3663

Other funds holding BKV

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's BKV Position: Q2 2026 in Review

Creative Planning opened a new position in BKV Corp (BKV) in Q2 2026: 9,793 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #3663 among its holdings.

161 funds tracked by Wall St. Rank hold BKV as of Q2 2026.

Creative Planning held 9,793 shares of BKV Corp worth $268K as of Q2 2026.
BKV Corp was a new Creative Planning position in Q2 2026.
BKV Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3663 holding.
161 funds tracked by Wall St. Rank held BKV Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.