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Plante Moran Financial Advisors’s BrightView Holdings BV Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-530
Closed -$6.71K – 746
2025
Q4 		$6.71K Buy
+530
New +$6.73K ﹤0.01% 614

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Plante Moran Financial Advisors's BV Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of BrightView Holdings (BV) in Q1 2026, closing a stake of 530 shares — an estimated $6.71K sold.

Plante Moran Financial Advisors first reported a position in BV in Q4 2025 and held it in 1 quarter. The position peaked at $6.71K in Q4 2025. 188 funds tracked by Wall St. Rank hold BV as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining BrightView Holdings position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 530 BrightView Holdings shares in Q1 2026, an estimated $6.71K.
  • Plante Moran Financial Advisors first reported a position in BrightView Holdings in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BrightView Holdings position peaked at $6.71K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.