Back to FW Focus Partners Wealth

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8 quarters

Position history for FWFocus Partners Wealth's holdings in EA SERIES TRUST

Yes. Focus Partners Wealth holds 36,844,044 shares of BSVO, worth $1.1B, as of its Q2 2026 13F filing. It reduced the position by 413,813 shares (-1.1%) from Q1 2026. Focus Partners Wealth has held BSVO since Q3 2024, across 8 quarterly 13F filings. BSVO is 1.1% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$1.1B

Current Shares

36.8M

Total Value Change

+$410.4M

Total Shares Change

+6.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
36.8M
-1.1%
$1.1B1.1%$29.19
0
2026-Q1
Increased
37.3M
+2.4%
$945.2M1.1%$25.81
51
2025-Q4
Increased
36.4M
+5.6%
$847.4M1.0%$23.51
47
2025-Q3
Increased
34.5M
+10.2%
$780.4M1.3%$22.33
55
2025-Q2
Increased
31.3M
+1.4%
$637.1M1.4%$20.17
50
2025-Q1
Decreased
30.8M
-1.5%
$599.1M1.5%$19.22
0
2024-Q4
Increased
31.3M
+3.9%
$677.3M1.8%$21.22
52
2024-Q3
New
30.1M
-
$665M2.1%$21.34
82

Other major holders of BSVO: ENVESTNET ASSET MANAGEMENT INC, AQR CAPITAL MANAGEMENT LLC

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