Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.53M Buy
230,962
+4,114
+2% +$181K 0.01% 599
2026
Q1
$10.7M Buy
226,848
+6,740
+3% +$264K 0.02% 485
2025
Q4
$7.64M Buy
220,108
+7,384
+3% +$259K 0.02% 555
2025
Q3
$7.33M Sell
212,724
-66,480
-24% -$2.23M 0.02% 539
2025
Q2
$8.36M Sell
279,204
-48,774
-15% -$1.43M 0.02% 461
2025
Q1
$11.1M Buy
327,978
+12,998
+4% +$424K 0.03% 344
2024
Q4
$9.31M Buy
314,980
+25,941
+9% +$779K 0.03% 368
2024
Q3
$9.07M Buy
289,039
+36,556
+14% +$1.24M 0.03% 344
2024
Q2
$9.11M Buy
252,483
+83,359
+49% +$3.12M 0.03% 316
2024
Q1
$6.37M Buy
169,124
+4,413
+3% +$158K 0.02% 374
2023
Q4
$5.83M Buy
164,711
+10,674
+7% +$391K 0.02% 349
2023
Q3
$5.96M Sell
154,037
-16,894
-10% -$627K 0.02% 326
2023
Q2
$6.03M Buy
170,931
+30,205
+21% +$1.12M 0.02% 307
2023
Q1
$5.34M Buy
140,726
+20,877
+17% +$780K 0.02% 308
2022
Q4
$4.19M Buy
119,849
+15,172
+14% +$505K 0.02% 321
2022
Q3
$2.99M Buy
104,677
+51,325
+96% +$1.53M 0.01% 329
2022
Q2
$1.51M Buy
53,352
+31,831
+148% +$975K 0.01% 411
2022
Q1
$633K Buy
21,521
+14,287
+197% +$436K ﹤0.01% 586
2021
Q4
$193K Buy
7,234
+4,285
+145% +$119K ﹤0.01% 704
2021
Q3
$81K Buy
2,949
+1,464
+99% +$36.7K ﹤0.01% 685
2021
Q2
$39K Buy
1,485
+487
+49% +$12.8K ﹤0.01% 789
2021
Q1
$24K Buy
998
+117
+13% +$2.82K ﹤0.01% 842
2020
Q4
$18K Hold
881
﹤0.01% 856
2020
Q3
$15K Sell
881
-1,633
-65% -$35.4K ﹤0.01% 870
2020
Q2
$59K Sell
2,514
-1,034
-29% -$24.8K ﹤0.01% 628
2020
Q1
$87K Buy
3,548
+1,446
+69% +$46.8K ﹤0.01% 590
2019
Q4
$79K Sell
2,102
-903
-30% -$34.3K ﹤0.01% 657
2019
Q3
$114K Sell
3,005
-157
-5% -$5.99K ﹤0.01% 584
2019
Q2
$130K Sell
3,162
-150
-5% -$6.29K ﹤0.01% 550
2019
Q1
$142K Sell
3,312
-186
-5% -$7.62K ﹤0.01% 507
2018
Q4
$129K Sell
3,498
-111,904
-97% -$4.47M ﹤0.01% 513
2018
Q3
$5.08M Buy
115,402
+5,831
+5% +$244K 0.05% 219
2018
Q2
$4.71M Buy
109,571
+2,627
+2% +$110K 0.05% 222
2018
Q1
$4.03M Buy
106,944
+103,614
+3,112% +$3.9M 0.04% 227
2017
Q4
$128K Sell
3,330
-100,073
-97% -$3.63M ﹤0.01% 553
2017
Q3
$3.58M Buy
103,403
+4,805
+5% +$153K 0.04% 225
2017
Q2
$3.03M Buy
98,598
+94,446
+2,275% +$2.94M 0.04% 221
2017
Q1
$125K Sell
4,152
-78,028
-95% -$2.37M ﹤0.01% 477
2016
Q4
$2.63M Buy
82,180
+2,131
+3% +$64.1K 0.04% 209
2016
Q3
$2.37M Sell
80,049
-128,369
-62% -$3.72M 0.04% 206
2016
Q2
$6.23M Buy
208,418
+10,177
+5% +$274K 0.1% 145
2016
Q1
$5.03M Buy
198,241
+33,996
+21% +$858K 0.09% 149
2015
Q4
$4.32M Buy
164,245
+55,848
+52% +$1.59M 0.08% 159
2015
Q3
$2.79M Buy
+108,397
New +$3.18M 0.06% 164

Other funds holding BP

AssetMark Inc's BP Position: Q2 2026 in Review

AssetMark Inc increased its BP (BP) stake by 1.8% in Q2 2026, buying an estimated $181K and bringing the position to 230,962 shares worth $8.53M. The position accounts for 0.01% of the portfolio, ranked #599.

AssetMark Inc first reported a position in BP in Q3 2015 and has held it in 44 quarters since. The position peaked at $11.1M in Q1 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • AssetMark Inc held 230,962 shares of BP worth $8.53M as of Q2 2026.
  • AssetMark Inc bought 4,114 BP shares in Q2 2026, an estimated $181K.
  • BP made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #599 holding.
  • AssetMark Inc first reported a position in BP in Q3 2015 and has held it in 44 quarters since.
  • AssetMark Inc's BP position peaked at $11.1M in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.