Apella Capital
BP icon

Apella Capital’s BP BP Stock Holding History

Apella Capital’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
Q3 		$243K Buy
5,466
+244
+5% +$10.5K ﹤0.01% 693
2026
Q2 		$202K Buy
5,222
+97
+2% +$4.26K ﹤0.01% 672
2026
Q1 		$229K Buy
+5,125
New +$201K ﹤0.01% 617

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital's BP Position: Q3 2026 in Review

Apella Capital increased its BP (BP) stake by 4.7% in Q3 2026, buying an estimated $10.5K and bringing the position to 5,466 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Apella Capital first reported a position in BP in Q1 2026 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Apella Capital held 5,466 shares of BP worth $243K as of Q3 2026.
  • Apella Capital bought 244 BP shares in Q3 2026, an estimated $10.5K.
  • BP made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #693 holding.
  • Apella Capital first reported a position in BP in Q1 2026 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.