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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
Q1 		$1.42K Buy
+120
New +$1.55K ﹤0.01% 2458

Other funds holding BV

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

Root Financial Partners's BV Position: Q1 2026 in Review

Root Financial Partners opened a new position in BrightView Holdings (BV) in Q1 2026: 120 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #2458 among its holdings.

188 funds tracked by Wall St. Rank hold BV as of Q1 2026.

  • Root Financial Partners held 120 shares of BrightView Holdings worth $1.42K as of Q1 2026.
  • BrightView Holdings was a new Root Financial Partners position in Q1 2026.
  • BrightView Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2458 holding.
  • 188 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.