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Allworth Financial’s Bentley Systems BSY Stock Holding History

Allworth Financial’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 		$15.8K Sell
527
-1,619
-75% -$52.7K ﹤0.01% 3382
2026
Q1 		$75.4K Buy
2,146
+1,332
+164% +$48.9K ﹤0.01% 2038
2025
Q4 		$31.1K Sell
814
-371
-31% -$16.9K ﹤0.01% 2520
2025
Q3 		$61K Buy
1,185
+483
+69% +$26.5K ﹤0.01% 1986
2025
Q2 		$37.9K Buy
702
+192
+38% +$8.89K ﹤0.01% 2117
2025
Q1 		$22.4K Buy
510
+187
+58% +$8.35K ﹤0.01% 2013
2024
Q4 		$15K Buy
323
+24
+8% +$1.17K ﹤0.01% 2272
2024
Q3 		$15.2K Sell
299
-34
-10% -$1.67K ﹤0.01% 2073
2024
Q2 		$16.1K Buy
333
+55
+20% +$2.85K ﹤0.01% 2008
2024
Q1 		$14.5K Buy
278
+1
+0.4% +$50 ﹤0.01% 1945
2023
Q4 		$14.5K Sell
277
-160
-37% -$8.22K ﹤0.01% 1825
2023
Q3 		$21.9K Buy
437
+169
+63% +$8.5K ﹤0.01% 1460
2023
Q2 		$14.5K Sell
268
-114
-30% -$5.32K ﹤0.01% 1723
2023
Q1 		$16.4K Buy
382
+225
+143% +$8.94K ﹤0.01% 1569
2022
Q4 		$5.8K Buy
157
+64
+69% +$2.32K ﹤0.01% 1847
2022
Q3 		$3K Sell
93
-308
-77% -$11.3K ﹤0.01% 2012
2022
Q2 		$13K Buy
+401
New +$14.7K ﹤0.01% 1430

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 $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allworth Financial's BSY Position: Q2 2026 in Review

Allworth Financial reduced its Bentley Systems (BSY) stake by 75% in Q2 2026, selling an estimated $52.7K and leaving 527 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Allworth Financial first reported a position in BSY in Q2 2022 and has held it in 17 quarters since. The position peaked at $75.4K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Allworth Financial held 527 shares of Bentley Systems worth $15.8K as of Q2 2026.
  • Allworth Financial sold 1,619 Bentley Systems shares in Q2 2026, an estimated $52.7K.
  • Bentley Systems made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3382 holding.
  • Allworth Financial first reported a position in Bentley Systems in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Bentley Systems position peaked at $75.4K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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