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Root Financial Partners’s BrightView Holdings BV Stock Holding History

Root Financial Partners’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 		– Sell
-120
Closed -$1.42K – 826
2026
Q1 		$1.42K Buy
+120
New +$1.55K ﹤0.01% 2458

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VBA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
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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

Root Financial Partners's BV Position: Q2 2026 in Review

Root Financial Partners sold out of BrightView Holdings (BV) in Q2 2026, closing a stake of 120 shares — an estimated $1.42K sold.

Root Financial Partners first reported a position in BV in Q1 2026 and held it in 1 quarter. The position peaked at $1.42K in Q1 2026. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Root Financial Partners reported no remaining BrightView Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 120 BrightView Holdings shares in Q2 2026, an estimated $1.42K.
  • Root Financial Partners first reported a position in BrightView Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BrightView Holdings position peaked at $1.42K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.