AF
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Aviso Financial’s BP BP Stock Holding History

Aviso Financial’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
Q2 		– Sell
-46,120
Closed -$2.17M – 287
2026
Q1 		$2.17M Buy
46,120
+8,690
+23% +$340K 0.08% 109
2025
Q4 		$1.3M Buy
37,430
+570
+2% +$20K 0.05% 133
2025
Q3 		$1.27M Buy
36,860
+1,225
+3% +$41K 0.05% 145
2025
Q2 		$1.07M Buy
35,635
+3,100
+10% +$90.9K 0.05% 148
2025
Q1 		$1.1M Buy
32,535
+590
+2% +$19.3K 0.05% 140
2024
Q4 		$944K Sell
31,945
-7,052
-18% -$212K 0.05% 154
2024
Q3 		$1.22M Buy
38,997
+987
+3% +$33.4K 0.06% 130
2024
Q2 		$1.37M Buy
+38,010
New +$1.42M 0.08% 105

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aviso Financial's BP Position: Q2 2026 in Review

Aviso Financial sold out of BP (BP) in Q2 2026, closing a stake of 46,120 shares — an estimated $2.17M sold.

Aviso Financial first reported a position in BP in Q2 2024 and held it in 8 quarters. The position peaked at $2.17M in Q1 2026. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Aviso Financial reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 46,120 BP shares in Q2 2026, an estimated $2.17M.
  • Aviso Financial first reported a position in BP in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's BP position peaked at $2.17M in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.