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Allegheny Financial Group’s BP BP Stock Holding History

Allegheny Financial 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 		$224K Buy
6,059
+8
+0.1% +$351 0.02% 276
2026
Q1 		$284K Sell
6,051
-429
-7% -$16.8K 0.04% 224
2025
Q4 		$225K Buy
6,480
+9
+0.1% +$316 0.03% 258
2025
Q3 		$223K Buy
+6,471
New +$217K 0.04% 233
2025
Q2 		– Sell
-6,420
Closed -$217K – 249
2025
Q1 		$217K Sell
6,420
-7,445
-54% -$243K 0.06% 206
2024
Q4 		$410K Sell
13,865
-2,107
-13% -$63.3K 0.11% 146
2024
Q3 		$501K Buy
15,972
+13
+0.1% +$440 0.12% 141
2024
Q2 		$576K Buy
15,959
+6
+0% +$225 0.17% 116
2024
Q1 		$601K Buy
15,953
+493
+3% +$17.7K 0.19% 102
2023
Q4 		$547K Buy
15,460
+2,656
+21% +$97.3K 0.18% 107
2023
Q3 		$496K Buy
12,804
+1,002
+8% +$37.2K 0.19% 102
2023
Q2 		$416K Buy
11,802
+2
+0% +$74 0.2% 102
2023
Q1 		$448K Hold
11,800
– – 0.18% 109
2022
Q4 		$412K Buy
11,800
+2
+0% +$67 0.17% 108
2022
Q3 		$336K Sell
11,798
-14
-0.1% -$417 0.16% 109
2022
Q2 		$335K Buy
11,812
+1
+0% +$31 0.16% 110
2022
Q1 		$347K Sell
11,811
-499
-4% -$15.2K 0.15% 109
2021
Q4 		$328K Sell
12,310
-466
-4% -$12.9K 0.13% 112
2021
Q3 		$349K Sell
12,776
-195
-2% -$4.88K 0.16% 97
2021
Q2 		$343K Sell
12,971
-528
-4% -$13.8K 0.16% 96
2021
Q1 		$329K Sell
13,499
-40
-0.3% -$963 0.24% 69
2020
Q4 		$278K Buy
+13,539
New +$255K 0.15% 102

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's BP Position: Q2 2026 in Review

Allegheny Financial Group increased its BP (BP) stake by 0.13% in Q2 2026, buying an estimated $351 and bringing the position to 6,059 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #276.

Allegheny Financial Group first reported a position in BP in Q4 2020 and has held it in 22 quarters since. The position peaked at $601K in Q1 2024. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Allegheny Financial Group held 6,059 shares of BP worth $224K as of Q2 2026.
  • Allegheny Financial Group bought 8 BP shares in Q2 2026, an estimated $351.
  • BP made up 0.02% of Allegheny Financial Group's portfolio in Q2 2026, its #276 holding.
  • Allegheny Financial Group first reported a position in BP in Q4 2020 and has held it in 22 quarters since.
  • Allegheny Financial Group's BP position peaked at $601K in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.