Affinity Capital Advisors
BHP icon

Affinity Capital Advisors’s BHP BHP Stock Holding History

Affinity Capital Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$340K Buy
3,918
+96
+3% +$8.37K 0.04% 146
2026
Q2 		$320K Buy
3,822
+152
+4% +$12.6K 0.04% 144
2026
Q1 		$267K Buy
+3,670
New +$259K 0.04% 147

Other funds holding BHP

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Affinity Capital Advisors's BHP Position: Q3 2026 in Review

Affinity Capital Advisors increased its BHP (BHP) stake by 2.5% in Q3 2026, buying an estimated $8.37K and bringing the position to 3,918 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #146.

Affinity Capital Advisors first reported a position in BHP in Q1 2026 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Affinity Capital Advisors held 3,918 shares of BHP worth $340K as of Q3 2026.
  • Affinity Capital Advisors bought 96 BHP shares in Q3 2026, an estimated $8.37K.
  • BHP made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #146 holding.
  • Affinity Capital Advisors first reported a position in BHP in Q1 2026 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.