Principal Financial Group
BV icon

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

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principal Financial Group's BV Position: Q3 2025 in Review

Principal Financial Group sold out of BrightView Holdings (BV) in Q3 2025, closing a stake of 47,780 shares — an estimated $796K sold.

Principal Financial Group first reported a position in BV in Q1 2019 and held it in 14 quarters. The position peaked at $21.4M in Q2 2021. 190 funds tracked by Wall St. Rank hold BV as of Q3 2025.

  • Principal Financial Group reported no remaining BrightView Holdings position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 47,780 BrightView Holdings shares in Q3 2025, an estimated $796K.
  • Principal Financial Group first reported a position in BrightView Holdings in Q1 2019 and held it in 14 quarters.
  • Principal Financial Group's BrightView Holdings position peaked at $21.4M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.