OF
BV icon

Optimize Financial’s BrightView Holdings BV Stock Holding History

Optimize Financial’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 		$390K Sell
27,520
-95
-0.3% -$1.19K 0.14% 215
2026
Q1 		$326K Buy
27,615
+5,217
+23% +$67.5K 0.16% 246
2025
Q4 		$284K Buy
22,398
+320
+1% +$4.06K 0.14% 281
2025
Q3 		$296K Buy
22,078
+4,524
+26% +$67.2K 0.15% 281
2025
Q2 		$292K Sell
17,554
-126
-0.7% -$1.89K 0.18% 163
2025
Q1 		$227K Buy
17,680
+4,260
+32% +$61K 0.09% 163
2024
Q4 		$215K Buy
+13,420
New +$223K 0.16% 203

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

Optimize Financial's BV Position: Q2 2026 in Review

Optimize Financial reduced its BrightView Holdings (BV) stake by 0.34% in Q2 2026, selling an estimated $1.19K and leaving 27,520 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #215.

Optimize Financial first reported a position in BV in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Optimize Financial held 27,520 shares of BrightView Holdings worth $390K as of Q2 2026.
  • Optimize Financial sold 95 BrightView Holdings shares in Q2 2026, an estimated $1.19K.
  • BrightView Holdings made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #215 holding.
  • Optimize Financial first reported a position in BrightView Holdings in Q4 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.