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AE Wealth Management’s Bentley Systems BSY Stock Holding History

AE 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
2025
Q2 		– Sell
-17,177
Closed -$676K – 2176
2025
Q1 		$676K Sell
17,177
-8,711
-34% -$389K 0.01% 826
2024
Q4 		$1.21M Buy
25,888
+11,287
+77% +$551K 0.01% 661
2024
Q3 		$742K Sell
14,601
-8,002
-35% -$394K 0.01% 777
2024
Q2 		$1.12M Buy
22,603
+7,834
+53% +$407K 0.01% 678
2024
Q1 		$771K Sell
14,769
-150
-1% -$7.55K 0.01% 712
2023
Q4 		$750K Buy
+14,919
New +$766K ﹤0.01% 1267
2022
Q1 		– Sell
-13,189
Closed -$637K – 1683
2021
Q4 		$637K Buy
+13,189
New +$713K ﹤0.01% 1161

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

AE Wealth Management's BSY Position: Q2 2025 in Review

AE Wealth Management sold out of Bentley Systems (BSY) in Q2 2025, closing a stake of 17,177 shares — an estimated $676K sold.

AE Wealth Management first reported a position in BSY in Q4 2021 and held it in 7 quarters. The position peaked at $1.21M in Q4 2024. 452 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

  • AE Wealth Management reported no remaining Bentley Systems position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 17,177 Bentley Systems shares in Q2 2025, an estimated $676K.
  • AE Wealth Management first reported a position in Bentley Systems in Q4 2021 and held it in 7 quarters.
  • AE Wealth Management's Bentley Systems position peaked at $1.21M in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.