AlphaCore Capital’s BHP BHP Stock Holding History

AlphaCore Capital’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 Q3	$301K	Buy	3,551 +290	+9%	+$25.3K	﹤0.01%	1096
2026 Q2	$272K	Buy	+3,261	New	+$271K	0.01%	961
2026 Q1	–	Sell	-15,418	Closed	-$931K	–	1241
2025 Q4	$931K	Sell	15,418 -1,917	-11%	-$109K	0.02%	437
2025 Q3	$966K	Buy	17,335 +16,414	+1,782%	+$873K	0.03%	306
2025 Q2	$44.3K	Buy	+921	New	+$44.3K	﹤0.01%	829
2020 Q2	–	Sell	-149	Closed	-$5K	–	93
2020 Q1	$5K	Buy	+149	New	+$6.22K	﹤0.01%	250

Other funds holding BHP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaCore Capital's BHP Position: Q3 2026 in Review

AlphaCore Capital increased its BHP (BHP) stake by 8.9% in Q3 2026, buying an estimated $25.3K and bringing the position to 3,551 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

AlphaCore Capital first reported a position in BHP in Q1 2020 and has held it in 6 quarters since. The position peaked at $966K in Q3 2025. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

AlphaCore Capital held 3,551 shares of BHP worth $301K as of Q3 2026.
AlphaCore Capital bought 290 BHP shares in Q3 2026, an estimated $25.3K.
BHP made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1096 holding.
AlphaCore Capital first reported a position in BHP in Q1 2020 and has held it in 6 quarters since.
AlphaCore Capital's BHP position peaked at $966K in Q3 2025.
462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.