RWML
BKV

RAFFA WEALTH MANAGEMENT, LLC’s BKV Corp BKV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q2 		– Sell
-350
Closed -$7.35K – 1145
2025
Q1 		$7.35K Hold
350
– – ﹤0.01% 361
2024
Q4 		$8.32K Buy
+350
New +$7.09K ﹤0.01% 362

Other funds holding BKV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BKV Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of BKV Corp (BKV) in Q2 2025, closing a stake of 350 shares — an estimated $7.35K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BKV in Q4 2024 and held it in 2 quarters. The position peaked at $8.32K in Q4 2024. 114 funds tracked by Wall St. Rank hold BKV as of Q2 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining BKV Corp position as of Q2 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 350 BKV Corp shares in Q2 2025, an estimated $7.35K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in BKV Corp in Q4 2024 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's BKV Corp position peaked at $8.32K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held BKV Corp as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.