WAG
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Wiser Advisor Group’s BrightView Holdings BV Stock Holding History

Wiser Advisor Group’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340 Buy
+24
New +$301 ﹤0.01% 226

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wiser Advisor Group's BV Position: Q2 2026 in Review

Wiser Advisor Group opened a new position in BrightView Holdings (BV) in Q2 2026: 24 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #226 among its holdings.

184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Wiser Advisor Group held 24 shares of BrightView Holdings worth $340 as of Q2 2026.
  • BrightView Holdings was a new Wiser Advisor Group position in Q2 2026.
  • BrightView Holdings made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #226 holding.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.