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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
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

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP Advisors's BV Position: Q2 2026 in Review

IFP Advisors increased its BrightView Holdings (BV) stake by 42% in Q2 2026, buying an estimated $1.59K and bringing the position to 431 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

IFP Advisors first reported a position in BV in Q1 2023 and has held it in 14 quarters since. The position peaked at $39.7K in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • IFP Advisors held 431 shares of BrightView Holdings worth $6.11K as of Q2 2026.
  • IFP Advisors bought 127 BrightView Holdings shares in Q2 2026, an estimated $1.59K.
  • BrightView Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3668 holding.
  • IFP Advisors first reported a position in BrightView Holdings in Q1 2023 and has held it in 14 quarters since.
  • IFP Advisors's BrightView Holdings position peaked at $39.7K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.