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Accordant Advisory Group’s BP BP Stock Holding History

Accordant Advisory Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9K Hold
700
– – 0.02% 123
2026
Q1 		$32.9K Buy
700
+400
+133% +$15.7K 0.02% 107
2025
Q4 		$10.4K Buy
+300
New +$10.5K 0.01% 132
2024
Q3 		– Sell
-41,471
Closed -$1.5M – 146
2024
Q2 		$1.5M Buy
41,471
+4,319
+12% +$162K 1.42% 24
2024
Q1 		$1.4M Buy
+37,152
New +$1.33M 1.05% 31

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Accordant Advisory Group's BP Position: Q2 2026 in Review

Accordant Advisory Group held its BP (BP) position steady in Q2 2026 at 700 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #123.

Accordant Advisory Group first reported a position in BP in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.5M in Q2 2024. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Accordant Advisory Group held 700 shares of BP worth $25.9K as of Q2 2026.
  • Accordant Advisory Group left its BP share count unchanged in Q2 2026.
  • BP made up 0.02% of Accordant Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Accordant Advisory Group first reported a position in BP in Q1 2024 and has held it in 5 quarters since.
  • Accordant Advisory Group's BP position peaked at $1.5M in Q2 2024.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.