AC
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Apella Capital's BP Position: Q2 2026 in Review

Apella Capital increased its BP (BP) stake by 1.9% in Q2 2026, buying an estimated $4.26K and bringing the position to 5,222 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Apella Capital first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 190 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Apella Capital held 5,222 shares of BP worth $202K as of Q2 2026.
  • Apella Capital bought 97 BP shares in Q2 2026, an estimated $4.26K.
  • BP made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #672 holding.
  • Apella Capital first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's BP position peaked at $229K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.