Principal Financial Group

Principal Financial Group’s BrightView Holdings BV Stock Holding History

Principal 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 Q3	–	Sell	-47,780	Closed	-$796K	–	2260
2025 Q2	$796K	Sell	47,780 -4,187	-8%	-$62.6K	﹤0.01%	1927
2025 Q1	$667K	Buy	51,967 +1,608	+3%	+$23K	﹤0.01%	1895
2024 Q4	$805K	Buy	50,359 +4,430	+10%	+$73.8K	﹤0.01%	1900
2024 Q3	$723K	Buy	+45,929	New	+$666K	﹤0.01%	1890
2021 Q3	–	Sell	-1,329,571	Closed	-$21.4M	–	2582
2021 Q2	$21.4M	Buy	1,329,571 +100,072	+8%	+$1.76M	0.01%	925
2021 Q1	$20.7M	Buy	1,229,499 +78,312	+7%	+$1.25M	0.01%	891
2020 Q4	$17.4M	Buy	1,151,187 +13,219	+1%	+$181K	0.01%	866
2020 Q3	$13M	Buy	1,137,968 +4,484	+0.4%	+$53.8K	0.01%	911
2020 Q2	$12.7M	Buy	1,133,484 +348,297	+44%	+$4.22M	0.01%	912
2020 Q1	$8.68M	Sell	785,187 -18,217	-2%	-$261K	0.01%	991
2019 Q4	$13.6M	Buy	803,404 +21,205	+3%	+$369K	0.01%	1077
2019 Q3	$13.4M	Sell	782,199 -12,915	-2%	-$238K	0.01%	1048
2019 Q2	$14.9M	Buy	795,114 +438,114	+123%	+$7.32M	0.01%	999
2019 Q1	$5.14M	Buy	+357,000	New	+$4.96M	﹤0.01%	1526

Other funds holding BV

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return