LPL Financial
BKV

LPL Financial’s BKV Corp BKV Stock Holding History

LPL Financial’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Sell
9,383
-23,565
-72% -$683K ﹤0.01% 5273
2025
Q4 		$895K Buy
+32,948
New +$827K ﹤0.01% 4188

Other funds holding BKV

DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's BKV Position: Q1 2026 in Review

LPL Financial reduced its BKV Corp (BKV) stake by 72% in Q1 2026, selling an estimated $683K and leaving 9,383 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #5273.

LPL Financial first reported a position in BKV in Q4 2025 and has held it in 2 quarters since. The position peaked at $895K in Q4 2025. 167 funds tracked by Wall St. Rank hold BKV as of Q1 2026.

  • LPL Financial held 9,383 shares of BKV Corp worth $268K as of Q1 2026.
  • LPL Financial sold 23,565 BKV Corp shares in Q1 2026, an estimated $683K.
  • BKV Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5273 holding.
  • LPL Financial first reported a position in BKV Corp in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's BKV Corp position peaked at $895K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held BKV Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.