IWC
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Integrated Wealth Concepts’s BrightView Holdings BV Stock Holding History

Integrated Wealth Concepts’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 		$4.12K Buy
+291
New +$3.65K ﹤0.01% 5060

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

Integrated Wealth Concepts's BV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BrightView Holdings (BV) in Q2 2026: 291 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #5060 among its holdings.

183 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Integrated Wealth Concepts held 291 shares of BrightView Holdings worth $4.12K as of Q2 2026.
  • BrightView Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • BrightView Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5060 holding.
  • 183 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.