Asset Planning Inc
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Asset Planning Inc’s BP BP Stock Holding History

Asset Planning Inc’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 		$32.1K Hold
729
– – 0.02% 185
2026
Q2 		$26.9K Buy
729
+529
+265% +$23.2K 0.02% 196
2026
Q1 		$9.4K Hold
200
– – 0.01% 234
2025
Q4 		$6.95K Hold
200
– – ﹤0.01% 246
2025
Q3 		$6.89K Sell
200
-800
-80% -$26.8K 0.01% 250
2025
Q2 		$29.9K Hold
1,000
– – 0.02% 184
2025
Q1 		$33.8K Sell
1,000
-350
-26% -$11.4K 0.03% 174
2024
Q4 		$39.9K Buy
+1,350
New +$40.6K 0.03% 162

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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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Asset Planning Inc's BP Position: Q3 2026 in Review

Asset Planning Inc held its BP (BP) position steady in Q3 2026 at 729 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #185.

Asset Planning Inc first reported a position in BP in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.9K in Q4 2024. 723 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Asset Planning Inc held 729 shares of BP worth $32.1K as of Q3 2026.
  • Asset Planning Inc left its BP share count unchanged in Q3 2026.
  • BP made up 0.02% of Asset Planning Inc's portfolio in Q3 2026, its #185 holding.
  • Asset Planning Inc first reported a position in BP in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's BP position peaked at $39.9K in Q4 2024.
  • 723 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.