EverSource Wealth Advisors’s BrightView Holdings BV Stock Holding History

EverSource Wealth Advisors’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	$5.7K	Buy	402 +377	+1,508%	+$4.73K	﹤0.01%	3221
2026 Q1	$295	Sell	25 -57	-70%	-$738	﹤0.01%	4148
2025 Q4	$1.04K	Sell	82 -241	-75%	-$3.06K	﹤0.01%	3700
2025 Q3	$4.33K	Sell	323 -346	-52%	-$5.14K	﹤0.01%	3218
2025 Q2	$11.1K	Buy	+669	New	+$10K	﹤0.01%	2739
2025 Q1	–	Sell	-20	Closed	-$320	–	4044
2024 Q4	$320	Buy	+20	New	+$333	﹤0.01%	3328

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

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

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

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

EverSource Wealth Advisors increased its BrightView Holdings (BV) stake by 1,508% in Q2 2026, buying an estimated $4.73K and bringing the position to 402 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

EverSource Wealth Advisors first reported a position in BV in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1K in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

EverSource Wealth Advisors held 402 shares of BrightView Holdings worth $5.7K as of Q2 2026.
EverSource Wealth Advisors bought 377 BrightView Holdings shares in Q2 2026, an estimated $4.73K.
BrightView Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3221 holding.
EverSource Wealth Advisors first reported a position in BrightView Holdings in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's BrightView Holdings position peaked at $11.1K in Q2 2025.
184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

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