IA
BV icon

IFP Advisors’s BrightView Holdings BV Stock Holding History

IFP 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
Q1 		$3.58K Sell
304
-1,665
-85% -$21.5K ﹤0.01% 3718
2025
Q4 		$24.9K Sell
1,969
-206
-9% -$2.62K ﹤0.01% 2606
2025
Q3 		$29.1K Sell
2,175
-210
-9% -$3.12K ﹤0.01% 2372
2025
Q2 		$39.7K Buy
2,385
+838
+54% +$12.5K ﹤0.01% 2170
2025
Q1 		$19.9K Sell
1,547
-752
-33% -$10.8K ﹤0.01% 2289
2024
Q4 		$36.8K Sell
2,299
-99
-4% -$1.65K ﹤0.01% 1974
2024
Q3 		$37.7K Sell
2,398
-318
-12% -$4.61K ﹤0.01% 1859
2024
Q2 		$36.1K Sell
2,716
-269
-9% -$3.43K ﹤0.01% 1810
2024
Q1 		$35.5K Sell
2,985
-228
-7% -$2.08K ﹤0.01% 1718
2023
Q4 		$27.1K Buy
3,213
+2,503
+353% +$19.1K ﹤0.01% 1799
2023
Q3 		$5.5K Hold
710
– – ﹤0.01% 2470
2023
Q2 		$5.1K Hold
710
– – ﹤0.01% 2535
2023
Q1 		$15.2K Buy
+710
New +$4.79K ﹤0.01% 2127

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return