EverSource Wealth Advisors’s BKV Corp BKV Stock Holding History

EverSource Wealth Advisors’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	$4.68K	Sell	171 -63	-27%	-$1.73K	﹤0.01%	3319
2026 Q1	$6.67K	Buy	234 +101	+76%	+$2.93K	﹤0.01%	3122
2025 Q4	$3.61K	Hold	133	–	–	﹤0.01%	3253
2025 Q3	$3.08K	Hold	133	–	–	﹤0.01%	3359
2025 Q2	$3.21K	Buy	133 +108	+432%	+$2.23K	﹤0.01%	3330
2025 Q1	$525	Buy	+25	New	+$565	﹤0.01%	3442

Other funds holding BKV

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's BKV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BKV Corp (BKV) stake by 27% in Q2 2026, selling an estimated $1.73K and leaving 171 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

EverSource Wealth Advisors first reported a position in BKV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.67K in Q1 2026. 37 funds tracked by Wall St. Rank hold BKV as of Q2 2026.

EverSource Wealth Advisors held 171 shares of BKV Corp worth $4.68K as of Q2 2026.
EverSource Wealth Advisors sold 63 BKV Corp shares in Q2 2026, an estimated $1.73K.
BKV Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3319 holding.
EverSource Wealth Advisors first reported a position in BKV Corp in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's BKV Corp position peaked at $6.67K in Q1 2026.
37 funds tracked by Wall St. Rank held BKV Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.