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Avantax Advisory Services’s Bentley Systems BSY Stock Holding History

Avantax Advisory Services’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$491K Sell
9,100
-501
-5% -$23.2K ﹤0.01% 1592
2025
Q1 		$378K Buy
9,601
+201
+2% +$8.97K ﹤0.01% 1684
2024
Q4 		$439K Sell
9,400
-50
-0.5% -$2.44K ﹤0.01% 1533
2024
Q3 		$480K Sell
9,450
-32
-0.3% -$1.57K ﹤0.01% 1438
2024
Q2 		$468K Buy
+9,482
New +$492K ﹤0.01% 1408

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Avantax Advisory Services's BSY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Bentley Systems (BSY) stake by 5.2% in Q2 2025, selling an estimated $23.2K and leaving 9,100 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Avantax Advisory Services first reported a position in BSY in Q2 2024 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

  • Avantax Advisory Services held 9,100 shares of Bentley Systems worth $491K as of Q2 2025.
  • Avantax Advisory Services sold 501 Bentley Systems shares in Q2 2025, an estimated $23.2K.
  • Bentley Systems made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1592 holding.
  • Avantax Advisory Services first reported a position in Bentley Systems in Q2 2024 and has held it in 5 quarters since.
  • 454 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.