Activest Wealth Management
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Activest Wealth Management’s Bentley Systems BSY Stock Holding History

Activest Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-32
Closed -$956 – 1101
2026
Q2 		$956 Buy
+32
New +$1.04K ﹤0.01% 965
2025
Q4 		– Sell
-3
Closed -$154 – 1149
2025
Q3 		$154 Hold
3
– – ﹤0.01% 1035
2025
Q2 		$162 Sell
3
-47
-94% -$2.18K ﹤0.01% 954
2025
Q1 		$1.97K Buy
+50
New +$2.23K ﹤0.01% 659

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's BSY Position: Q3 2026 in Review

Activest Wealth Management sold out of Bentley Systems (BSY) in Q3 2026, closing a stake of 32 shares — an estimated $956 sold.

Activest Wealth Management first reported a position in BSY in Q1 2025 and held it in 4 quarters. The position peaked at $1.97K in Q1 2025. 214 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Activest Wealth Management reported no remaining Bentley Systems position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 32 Bentley Systems shares in Q3 2026, an estimated $956.
  • Activest Wealth Management first reported a position in Bentley Systems in Q1 2025 and held it in 4 quarters.
  • Activest Wealth Management's Bentley Systems position peaked at $1.97K in Q1 2025.
  • 214 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.