EP
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Essential Partners’s BrightView Holdings BV Stock Holding History

Essential Partners’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
Q3 		$2.77K Buy
277
+257
+1,285% +$3.13K ﹤0.01% 1789
2026
Q2 		$283 Sell
20
-70
-78% -$878 ﹤0.01% 2577
2026
Q1 		$1.06K Sell
90
-49
-35% -$634 ﹤0.01% 2223
2025
Q4 		$1.76K Sell
139
-145
-51% -$1.84K ﹤0.01% 1845
2025
Q3 		$3.81K Sell
284
-83
-23% -$1.23K ﹤0.01% 1533
2025
Q2 		$6.11K Buy
+367
New +$5.49K ﹤0.01% 997

Other funds holding BV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's BV Position: Q3 2026 in Review

Essential Partners increased its BrightView Holdings (BV) stake by 1,285% in Q3 2026, buying an estimated $3.13K and bringing the position to 277 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Essential Partners first reported a position in BV in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.11K in Q2 2025. 7 funds tracked by Wall St. Rank hold BV as of Q3 2026.

  • Essential Partners held 277 shares of BrightView Holdings worth $2.77K as of Q3 2026.
  • Essential Partners bought 257 BrightView Holdings shares in Q3 2026, an estimated $3.13K.
  • BrightView Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1789 holding.
  • Essential Partners first reported a position in BrightView Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's BrightView Holdings position peaked at $6.11K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.