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Larson Financial Group’s BrightView Holdings BV Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-40
Closed -$536 – 3488
2025
Q3 		$536 Hold
40
– – ﹤0.01% 3086
2025
Q2 		$666 Buy
+40
New +$598 ﹤0.01% 2775

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Larson Financial Group's BV Position: Q4 2025 in Review

Larson Financial Group sold out of BrightView Holdings (BV) in Q4 2025, closing a stake of 40 shares — an estimated $536 sold.

Larson Financial Group first reported a position in BV in Q2 2025 and held it in 2 quarters. The position peaked at $666 in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q4 2025.

  • Larson Financial Group reported no remaining BrightView Holdings position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 40 BrightView Holdings shares in Q4 2025, an estimated $536.
  • Larson Financial Group first reported a position in BrightView Holdings in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's BrightView Holdings position peaked at $666 in Q2 2025.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.