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Allied Private Wealth’s Bentley Systems BSY Stock Holding History

Allied Private Wealth’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
2026
Q2 		$11K Buy
+349
New +$11.3K 0.01% 504

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Allied Private Wealth opened a new position in Bentley Systems (BSY) in Q2 2026: 349 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings.

397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Allied Private Wealth held 349 shares of Bentley Systems worth $11K as of Q2 2026.
  • Bentley Systems was a new Allied Private Wealth position in Q2 2026.
  • Bentley Systems made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #504 holding.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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