IEQ Capital’s BrightView Holdings BV Stock Holding History

IEQ Capital’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
2025 Q4	–	Sell	-15,827	Closed	-$212K	–	1877
2025 Q3	$212K	Sell	15,827 -5,539	-26%	-$82.2K	﹤0.01%	1667
2025 Q2	$356K	Buy	+21,366	New	+$320K	﹤0.01%	1318

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IEQ Capital's BV Position: Q4 2025 in Review

IEQ Capital sold out of BrightView Holdings (BV) in Q4 2025, closing a stake of 15,827 shares — an estimated $212K sold.

IEQ Capital first reported a position in BV in Q2 2025 and held it in 2 quarters. The position peaked at $356K in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q4 2025.

IEQ Capital reported no remaining BrightView Holdings position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 15,827 BrightView Holdings shares in Q4 2025, an estimated $212K.
IEQ Capital first reported a position in BrightView Holdings in Q2 2025 and held it in 2 quarters.
IEQ Capital's BrightView Holdings position peaked at $356K in Q2 2025.
184 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.