Aprio Wealth Management’s BP BP Stock Holding History

Aprio Wealth Management’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	$435K	Buy	9,891 +1,610	+19%	+$69.1K	0.02%	430
2026 Q2	$306K	Sell	8,281 -1,483	-15%	-$65.1K	0.02%	504
2026 Q1	$459K	Buy	9,764 +295	+3%	+$11.6K	0.03%	383
2025 Q4	$329K	Buy	+9,469	New	+$332K	0.02%	417
2025 Q2	–	Sell	-14,937	Closed	-$505K	–	416
2025 Q1	$505K	Buy	14,937 +6,988	+88%	+$228K	0.06%	180
2024 Q4	$235K	Buy	+7,949	New	+$239K	0.03%	269
2023 Q4	–	Sell	-5,171	Closed	-$200K	–	204
2023 Q3	$200K	Buy	+5,171	New	+$192K	0.06%	165

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Aprio Wealth Management's BP Position: Q3 2026 in Review

Aprio Wealth Management increased its BP (BP) stake by 19% in Q3 2026, buying an estimated $69.1K and bringing the position to 9,891 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #430.

Aprio Wealth Management first reported a position in BP in Q3 2023 and has held it in 7 quarters since. The position peaked at $505K in Q1 2025. 806 funds tracked by Wall St. Rank hold BP as of Q3 2026.

Aprio Wealth Management held 9,891 shares of BP worth $435K as of Q3 2026.
Aprio Wealth Management bought 1,610 BP shares in Q3 2026, an estimated $69.1K.
BP made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #430 holding.
Aprio Wealth Management first reported a position in BP in Q3 2023 and has held it in 7 quarters since.
Aprio Wealth Management's BP position peaked at $505K in Q1 2025.
806 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.