Stephens Consulting’s BrightView Holdings BV Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-30	Closed	-$386	–	1322
2025 Q1	$386	Buy	+30	New	+$430	﹤0.01%	1101

Other funds holding BV

KKRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Stephens Consulting's BV Position: Q2 2025 in Review

Stephens Consulting sold out of BrightView Holdings (BV) in Q2 2025, closing a stake of 30 shares — an estimated $386 sold.

Stephens Consulting first reported a position in BV in Q1 2025 and held it in 1 quarter. The position peaked at $386 in Q1 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2025.

Stephens Consulting reported no remaining BrightView Holdings position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 BrightView Holdings shares in Q2 2025, an estimated $386.
Stephens Consulting first reported a position in BrightView Holdings in Q1 2025 and held it in 1 quarter.
Stephens Consulting's BrightView Holdings position peaked at $386 in Q1 2025.
184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.