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Allworth Financial’s BHP BHP Stock Holding History

Allworth Financial’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
Q2 		$603K Sell
7,233
-202
-3% -$16.8K ﹤0.01% 906
2026
Q1 		$541K Buy
7,435
+1,634
+28% +$115K ﹤0.01% 926
2025
Q4 		$350K Buy
5,801
+1,163
+25% +$66.1K ﹤0.01% 1091
2025
Q3 		$259K Buy
4,638
+472
+11% +$25.1K ﹤0.01% 1167
2025
Q2 		$200K Buy
4,166
+2,481
+147% +$119K ﹤0.01% 1176
2025
Q1 		$83.1K Buy
1,685
+92
+6% +$4.58K ﹤0.01% 1327
2024
Q4 		$78.2K Buy
1,593
+80
+5% +$4.35K ﹤0.01% 1370
2024
Q3 		$94K Sell
1,513
-275
-15% -$15.2K ﹤0.01% 1115
2024
Q2 		$99.5K Buy
1,788
+334
+23% +$19.4K ﹤0.01% 1078
2024
Q1 		$83.9K Buy
1,454
+13
+0.9% +$778 ﹤0.01% 1080
2023
Q4 		$98.4K Buy
1,441
+162
+13% +$9.78K ﹤0.01% 947
2023
Q3 		$72.7K Buy
1,279
+42
+3% +$2.46K ﹤0.01% 991
2023
Q2 		$73.8K Buy
1,237
+187
+18% +$11.2K ﹤0.01% 999
2023
Q1 		$66.6K Buy
1,050
+27
+3% +$1.74K ﹤0.01% 979
2022
Q4 		$63.5K Buy
1,023
+92
+10% +$5.17K ﹤0.01% 936
2022
Q3 		$47K Buy
931
+118
+15% +$6.25K ﹤0.01% 980
2022
Q2 		$46K Buy
813
+256
+46% +$15.9K ﹤0.01% 930
2022
Q1 		$38K Buy
557
+333
+149% +$20.2K ﹤0.01% 988
2021
Q4 		$12K Buy
+224
New +$11.2K ﹤0.01% 1311
2018
Q3 		– Sell
-30
Closed -$1K – 883
2018
Q2 		$1K Buy
+30
New +$1.3K ﹤0.01% 865
2017
Q2 		– Sell
-102
Closed -$3K – 739
2017
Q1 		$3K Buy
+102
New +$3.52K ﹤0.01% 596

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial's BHP Position: Q2 2026 in Review

Allworth Financial reduced its BHP (BHP) stake by 2.7% in Q2 2026, selling an estimated $16.8K and leaving 7,233 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Allworth Financial first reported a position in BHP in Q1 2017 and has held it in 21 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Allworth Financial held 7,233 shares of BHP worth $603K as of Q2 2026.
  • Allworth Financial sold 202 BHP shares in Q2 2026, an estimated $16.8K.
  • BHP made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #906 holding.
  • Allworth Financial first reported a position in BHP in Q1 2017 and has held it in 21 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.