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Avion Wealth’s Bentley Systems BSY Stock Holding History

Avion Wealth’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
2026
Q2 		$0 Sell
9
-58
-87% -$1.89K ﹤0.01% 1454
2026
Q1 		$2K Buy
67
+55
+458% +$2.02K ﹤0.01% 845
2025
Q4 		$0 Sell
12
-19
-61% -$866 ﹤0.01% 1259
2025
Q3 		$1K Buy
31
+9
+41% +$493 ﹤0.01% 958
2025
Q2 		$1K Buy
+22
New +$1.02K ﹤0.01% 919
2024
Q3 		– Sell
-31
Closed -$1K – 1022
2024
Q2 		$1K Buy
+31
New +$1.61K ﹤0.01% 692
2024
Q1 		– Sell
-10
Closed -$1K – 1156
2023
Q4 		$1K Sell
10
-13
-57% -$668 ﹤0.01% 708
2023
Q3 		$0 Buy
23
+10
+77% +$503 ﹤0.01% 831
2023
Q2 		$0 Buy
+13
New +$607 ﹤0.01% 736

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Avion Wealth's BSY Position: Q2 2026 in Review

Avion Wealth reduced its Bentley Systems (BSY) stake by 87% in Q2 2026, selling an estimated $1.89K and leaving 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Avion Wealth first reported a position in BSY in Q2 2023 and has held it in 9 quarters since. The position peaked at $2K in Q1 2026. 396 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Avion Wealth held 9 shares of Bentley Systems worth $0 as of Q2 2026.
  • Avion Wealth sold 58 Bentley Systems shares in Q2 2026, an estimated $1.89K.
  • Bentley Systems made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1454 holding.
  • Avion Wealth first reported a position in Bentley Systems in Q2 2023 and has held it in 9 quarters since.
  • Avion Wealth's Bentley Systems position peaked at $2K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.