TWD
BKV

True Wealth Design’s BKV Corp BKV Stock Holding History

True Wealth Design’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
Q2 		$55 Hold
2
– – ﹤0.01% 2594
2026
Q1 		$58 Hold
2
– – ﹤0.01% 2552
2025
Q4 		$55 Hold
2
– – ﹤0.01% 2410
2025
Q3 		$47 Hold
2
– – ﹤0.01% 2583
2025
Q2 		$49 Buy
+2
New +$41 ﹤0.01% 2384

Other funds holding BKV

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

True Wealth Design's BKV Position: Q2 2026 in Review

True Wealth Design held its BKV Corp (BKV) position steady in Q2 2026 at 2 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

True Wealth Design first reported a position in BKV in Q2 2025 and has held it in 5 quarters since. The position peaked at $58 in Q1 2026. 161 funds tracked by Wall St. Rank hold BKV as of Q2 2026.

  • True Wealth Design held 2 shares of BKV Corp worth $55 as of Q2 2026.
  • True Wealth Design left its BKV Corp share count unchanged in Q2 2026.
  • BKV Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2594 holding.
  • True Wealth Design first reported a position in BKV Corp in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's BKV Corp position peaked at $58 in Q1 2026.
  • 161 funds tracked by Wall St. Rank held BKV Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.