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Advocate Group’s BP BP Stock Holding History

Advocate 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 		$4.51M Sell
121,997
-9,106
-7% -$400K 0.68% 59
2026
Q1 		$6.16M Sell
131,103
-1,056
-0.8% -$41.4K 0.96% 44
2025
Q4 		$4.59M Sell
132,159
-5,952
-4% -$209K 0.74% 58
2025
Q3 		$4.76M Sell
138,111
-5,387
-4% -$180K 0.78% 53
2025
Q2 		$4.29M Sell
143,498
-5,377
-4% -$158K 0.77% 53
2025
Q1 		$5.03M Sell
148,875
-4,409
-3% -$144K 0.92% 49
2024
Q4 		$4.53M Sell
153,284
-3,371
-2% -$101K 0.85% 49
2024
Q3 		$4.92M Buy
156,655
+3,132
+2% +$106K 0.89% 47
2024
Q2 		$5.54M Buy
153,523
+1,859
+1% +$69.7K 1.12% 40
2024
Q1 		$5.71M Buy
151,664
+8,580
+6% +$308K 1.14% 38
2023
Q4 		$5.07M Buy
143,084
+814
+0.6% +$29.8K 1.09% 41
2023
Q3 		$5.51M Buy
142,270
+2,079
+1% +$77.2K 1.28% 32
2023
Q2 		$4.95M Buy
140,191
+709
+0.5% +$26.2K 1.09% 38
2023
Q1 		$5.29M Sell
139,482
-3,888
-3% -$145K 1.16% 36
2022
Q4 		$5.01M Buy
143,370
+7,830
+6% +$261K 1.08% 38
2022
Q3 		$3.87M Buy
135,540
+7,961
+6% +$237K 0.96% 44
2022
Q2 		$3.62M Buy
+127,579
New +$3.91M 0.84% 46

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

Advocate Group's BP Position: Q2 2026 in Review

Advocate Group reduced its BP (BP) stake by 6.9% in Q2 2026, selling an estimated $400K and leaving 121,997 shares worth $4.51M. The position accounts for 0.68% of the portfolio, ranked #59.

Advocate Group first reported a position in BP in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.16M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Advocate Group held 121,997 shares of BP worth $4.51M as of Q2 2026.
  • Advocate Group sold 9,106 BP shares in Q2 2026, an estimated $400K.
  • BP made up 0.68% of Advocate Group's portfolio in Q2 2026, its #59 holding.
  • Advocate Group first reported a position in BP in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's BP position peaked at $6.16M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.