IFP Advisors
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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
Q3 		$2.29K Sell
229
-202
-47% -$2.46K ﹤0.01% 4161
2026
Q2 		$6.11K Buy
431
+127
+42% +$1.59K ﹤0.01% 3668
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

IFP Advisors's BV Position: Q3 2026 in Review

IFP Advisors reduced its BrightView Holdings (BV) stake by 47% in Q3 2026, selling an estimated $2.46K and leaving 229 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4161.

IFP Advisors first reported a position in BV in Q1 2023 and has held it in 15 quarters since. The position peaked at $39.7K in Q2 2025. 65 funds tracked by Wall St. Rank hold BV as of Q3 2026.

  • IFP Advisors held 229 shares of BrightView Holdings worth $2.29K as of Q3 2026.
  • IFP Advisors sold 202 BrightView Holdings shares in Q3 2026, an estimated $2.46K.
  • BrightView Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4161 holding.
  • IFP Advisors first reported a position in BrightView Holdings in Q1 2023 and has held it in 15 quarters since.
  • IFP Advisors's BrightView Holdings position peaked at $39.7K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.