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Alteri Wealth’s BP BP Stock Holding History

Alteri 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 		$239K Sell
6,475
-1,848
-22% -$81.1K 0.07% 256
2026
Q1 		$391K Sell
8,323
-1,421
-15% -$55.7K 0.13% 189
2025
Q4 		$338K Sell
9,744
-261
-3% -$9.16K 0.11% 209
2025
Q3 		$345K Buy
10,005
+2,100
+27% +$70.3K 0.12% 193
2025
Q2 		$237K Buy
+7,905
New +$232K 0.09% 238

Other funds holding BP

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Alteri Wealth's BP Position: Q2 2026 in Review

Alteri Wealth reduced its BP (BP) stake by 22% in Q2 2026, selling an estimated $81.1K and leaving 6,475 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #256.

Alteri Wealth first reported a position in BP in Q2 2025 and has held it in 5 quarters since. The position peaked at $391K in Q1 2026. 505 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Alteri Wealth held 6,475 shares of BP worth $239K as of Q2 2026.
  • Alteri Wealth sold 1,848 BP shares in Q2 2026, an estimated $81.1K.
  • BP made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #256 holding.
  • Alteri Wealth first reported a position in BP in Q2 2025 and has held it in 5 quarters since.
  • Alteri Wealth's BP position peaked at $391K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.