Wellington Management Group
BKV

Wellington Management Group’s BKV Corp BKV Stock Holding History

Wellington Management 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
2025
Q3 		– Sell
-120,911
Closed -$2.92M – 2141
2025
Q2 		$2.92M Sell
120,911
-180,650
-60% -$3.73M ﹤0.01% 1492
2025
Q1 		$6.33M Sell
301,561
-34,835
-10% -$788K ﹤0.01% 1322
2024
Q4 		$8M Sell
336,396
-89,462
-21% -$1.81M ﹤0.01% 1255
2024
Q3 		$7.79M Buy
+425,858
New +$7.71M ﹤0.01% 1234

Other funds holding BKV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group's BKV Position: Q3 2025 in Review

Wellington Management Group sold out of BKV Corp (BKV) in Q3 2025, closing a stake of 120,911 shares — an estimated $2.92M sold.

Wellington Management Group first reported a position in BKV in Q3 2024 and held it in 4 quarters. The position peaked at $8M in Q4 2024. 107 funds tracked by Wall St. Rank hold BKV as of Q3 2025.

  • Wellington Management Group reported no remaining BKV Corp position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 120,911 BKV Corp shares in Q3 2025, an estimated $2.92M.
  • Wellington Management Group first reported a position in BKV Corp in Q3 2024 and held it in 4 quarters.
  • Wellington Management Group's BKV Corp position peaked at $8M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held BKV Corp as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.