AWA
BP icon

Arkadios Wealth Advisors’s BP BP Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$3.29M Buy
69,950
+9,239
+15% +$362K 0.05% 357
2025
Q4 		$2.11M Sell
60,711
-2,011
-3% -$70.5K 0.04% 431
2025
Q3 		$2.16M Sell
62,722
-4,188
-6% -$140K 0.05% 377
2025
Q2 		$2M Buy
66,910
+18,211
+37% +$534K 0.06% 349
2025
Q1 		$1.65M Buy
48,699
+1,696
+4% +$55.4K 0.06% 332
2024
Q4 		$1.39M Buy
47,003
+1,387
+3% +$41.7K 0.08% 262
2024
Q3 		$1.43M Sell
45,616
-5,897
-11% -$200K 0.08% 243
2024
Q2 		$1.86M Buy
51,513
+10,385
+25% +$389K 0.13% 175
2024
Q1 		$1.55M Sell
41,128
-7,167
-15% -$257K 0.12% 175
2023
Q4 		$1.71M Buy
48,295
+5,515
+13% +$202K 0.14% 148
2023
Q3 		$1.66M Buy
42,780
+33,123
+343% +$1.23M 0.16% 143
2023
Q2 		$341K Buy
9,657
+1,124
+13% +$41.6K 0.04% 406
2023
Q1 		$324K Buy
+8,533
New +$319K 0.04% 410
2021
Q4 		– Sell
-2,137
Closed -$58K – 729
2021
Q3 		$58K Sell
2,137
-1,446
-40% -$36.2K 0.01% 832
2021
Q2 		$94K Buy
3,583
+1,644
+85% +$43.1K 0.01% 733
2021
Q1 		$47K Buy
1,939
+268
+16% +$6.45K 0.01% 706
2020
Q4 		$34K Buy
+1,671
New +$31.5K 0.01% 631
2020
Q2 		– Sell
-736
Closed -$17.9K – 969
2020
Q1 		$17.9K Sell
736
-642
-47% -$20.8K 0.01% 507
2019
Q4 		$49.9K Buy
+1,378
New +$52.3K 0.03% 315

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arkadios Wealth Advisors's BP Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its BP (BP) stake by 15% in Q1 2026, buying an estimated $362K and bringing the position to 69,950 shares worth $3.29M. The position accounts for 0.05% of the portfolio, ranked #357.

Arkadios Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 19 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Arkadios Wealth Advisors held 69,950 shares of BP worth $3.29M as of Q1 2026.
  • Arkadios Wealth Advisors bought 9,239 BP shares in Q1 2026, an estimated $362K.
  • BP made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #357 holding.
  • Arkadios Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 19 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.