Allied Private Wealth’s BP BP Stock Holding History

Allied Private Wealth’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	$1.06K	Buy	+27	New	+$1.19K	﹤0.01%	803

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Allied Private Wealth's BP Position: Q2 2026 in Review

Allied Private Wealth opened a new position in BP (BP) in Q2 2026: 27 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings.

1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Allied Private Wealth held 27 shares of BP worth $1.06K as of Q2 2026.
BP was a new Allied Private Wealth position in Q2 2026.
BP made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #803 holding.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.