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Sonora Investment Management Group’s BrightView Holdings BV Stock Holding History

Sonora Investment Management 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 		$388K Sell
28,936
-1,080
-4% -$16K 0.03% 199
2025
Q2 		$500K Buy
30,016
+500
+2% +$7.48K 0.04% 170
2025
Q1 		$379K Sell
29,516
-3,260
-10% -$46.7K 0.03% 191
2024
Q4 		$524K Sell
32,776
-665
-2% -$11.1K 0.04% 166
2024
Q3 		$526K Sell
33,441
-2,335
-7% -$33.8K 0.04% 169
2024
Q2 		$426K Hold
35,776
– – 0.03% 187
2024
Q1 		$426K Buy
35,776
+625
+2% +$5.69K 0.03% 187
2023
Q4 		$296K Buy
35,151
+210
+0.6% +$1.6K 0.02% 207
2023
Q3 		$271K Buy
34,941
+2,015
+6% +$16.1K 0.02% 211
2023
Q2 		$236K Sell
32,926
-463
-1% -$2.92K 0.02% 230
2023
Q1 		$188K Buy
33,389
+943
+3% +$6.36K 0.02% 254
2022
Q4 		$224K Buy
32,446
+4,681
+17% +$36.1K 0.02% 241
2022
Q3 		$333K Hold
27,765
– – 0.04% 146
2022
Q2 		$333K Buy
27,765
+6,230
+29% +$78K 0.03% 179
2022
Q1 		$293K Buy
+21,535
New +$291K 0.03% 170

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

Sonora Investment Management Group's BV Position: Q3 2025 in Review

Sonora Investment Management Group reduced its BrightView Holdings (BV) stake by 3.6% in Q3 2025, selling an estimated $16K and leaving 28,936 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #199.

Sonora Investment Management Group first reported a position in BV in Q1 2022 and has held it in 15 quarters since. The position peaked at $526K in Q3 2024. 190 funds tracked by Wall St. Rank hold BV as of Q3 2025.

  • Sonora Investment Management Group held 28,936 shares of BrightView Holdings worth $388K as of Q3 2025.
  • Sonora Investment Management Group sold 1,080 BrightView Holdings shares in Q3 2025, an estimated $16K.
  • BrightView Holdings made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #199 holding.
  • Sonora Investment Management Group first reported a position in BrightView Holdings in Q1 2022 and has held it in 15 quarters since.
  • Sonora Investment Management Group's BrightView Holdings position peaked at $526K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.