UBS Group
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UBS Group’s BKV Corp BKV Stock Holding History

UBS Group’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
Q3 		$20.4M Buy
957,209
+436,616
+84% +$10.8M ﹤0.01% 2641
2026
Q2 		$14.2M Sell
520,593
-902,933
-63% -$24.8M ﹤0.01% 3050
2026
Q1 		$40.6M Buy
1,423,526
+627,265
+79% +$18.2M 0.01% 1856
2025
Q4 		$21.6M Buy
796,261
+545,296
+217% +$13.7M ﹤0.01% 2518
2025
Q3 		$5.8M Sell
250,965
-28,222
-10% -$615K ﹤0.01% 3887
2025
Q2 		$6.73M Sell
279,187
-37,629
-12% -$778K ﹤0.01% 3558
2025
Q1 		$6.65M Sell
316,816
-681,365
-68% -$15.4M ﹤0.01% 3491
2024
Q4 		$23.7M Buy
998,181
+985,919
+8,040% +$20M ﹤0.01% 2153
2024
Q3 		$224K Buy
+12,262
New +$222K ﹤0.01% 5786

Other funds holding BKV

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group's BKV Position: Q3 2026 in Review

UBS Group increased its BKV Corp (BKV) stake by 84% in Q3 2026, buying an estimated $10.8M and bringing the position to 957,209 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

UBS Group first reported a position in BKV in Q3 2024 and has held it in 9 quarters since. The position peaked at $40.6M in Q1 2026. 91 funds tracked by Wall St. Rank hold BKV as of Q3 2026.

  • UBS Group held 957,209 shares of BKV Corp worth $20.4M as of Q3 2026.
  • UBS Group bought 436,616 BKV Corp shares in Q3 2026, an estimated $10.8M.
  • BKV Corp made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2641 holding.
  • UBS Group first reported a position in BKV Corp in Q3 2024 and has held it in 9 quarters since.
  • UBS Group's BKV Corp position peaked at $40.6M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held BKV Corp as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.