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Keyvantage Wealth’s Bowman Consulting BWMN Stock Holding History

Keyvantage Wealth’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$819K Buy
28,061
+5,525
+25% +$174K 0.31% 41
2026
Q1 		$641K Hold
22,536
– – 0.28% 55
2025
Q4 		$744K Hold
22,536
– – 0.32% 45
2025
Q3 		$955K Hold
22,536
– – 0.4% 37
2025
Q2 		$648K Buy
22,536
+3,069
+16% +$75.6K 0.29% 47
2025
Q1 		$425K Hold
19,467
– – 0.21% 65
2024
Q4 		$486K Buy
+19,467
New +$474K 0.35% 54

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Keyvantage Wealth's BWMN Position: Q2 2026 in Review

Keyvantage Wealth increased its Bowman Consulting (BWMN) stake by 25% in Q2 2026, buying an estimated $174K and bringing the position to 28,061 shares worth $819K. The position accounts for 0.31% of the portfolio, ranked #41.

Keyvantage Wealth first reported a position in BWMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $955K in Q3 2025. 136 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

  • Keyvantage Wealth held 28,061 shares of Bowman Consulting worth $819K as of Q2 2026.
  • Keyvantage Wealth bought 5,525 Bowman Consulting shares in Q2 2026, an estimated $174K.
  • Bowman Consulting made up 0.31% of Keyvantage Wealth's portfolio in Q2 2026, its #41 holding.
  • Keyvantage Wealth first reported a position in Bowman Consulting in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's Bowman Consulting position peaked at $955K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.