SPIA
BKV

Steward Partners Investment Advisory’s BKV Corp BKV Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-100
Closed -$2.71K – 4589
2025
Q4 		$2.71K Buy
+100
New +$2.51K ﹤0.01% 3877

Other funds holding BKV

DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's BKV Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of BKV Corp (BKV) in Q1 2026, closing a stake of 100 shares — an estimated $2.71K sold.

Steward Partners Investment Advisory first reported a position in BKV in Q4 2025 and held it in 1 quarter. The position peaked at $2.71K in Q4 2025. 167 funds tracked by Wall St. Rank hold BKV as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining BKV Corp position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 BKV Corp shares in Q1 2026, an estimated $2.71K.
  • Steward Partners Investment Advisory first reported a position in BKV Corp in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's BKV Corp position peaked at $2.71K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held BKV Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.