Root Financial Partners’s BKV Corp BKV Stock Holding History

Root Financial Partners’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 Q3	$1.69K	Buy	+79	New	+$1.96K	﹤0.01%	2720

Other funds holding BKV

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners's BKV Position: Q3 2026 in Review

Root Financial Partners opened a new position in BKV Corp (BKV) in Q3 2026: 79 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #2720 among its holdings.

13 funds tracked by Wall St. Rank hold BKV as of Q3 2026.

Root Financial Partners held 79 shares of BKV Corp worth $1.69K as of Q3 2026.
BKV Corp was a new Root Financial Partners position in Q3 2026.
BKV Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2720 holding.
13 funds tracked by Wall St. Rank held BKV Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.