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Action Point Financial Planning’s BP BP Stock Holding History

Action Point Financial Planning’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 		$44.6K Buy
+1,211
New +$53.1K ﹤0.01% 861

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

Action Point Financial Planning's BP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BP (BP) in Q2 2026: 1,211 shares worth $44.6K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings.

1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Action Point Financial Planning held 1,211 shares of BP worth $44.6K as of Q2 2026.
  • BP was a new Action Point Financial Planning position in Q2 2026.
  • BP made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #861 holding.
  • 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.