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

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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. 11 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.
  • 11 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.