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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Aviso Financial's BP Position: Q1 2026 in Review

Aviso Financial increased its BP (BP) stake by 23% in Q1 2026, buying an estimated $340K and bringing the position to 46,120 shares worth $2.17M. The position accounts for 0.08% of the portfolio, ranked #109.

Aviso Financial first reported a position in BP in Q2 2024 and has held it in 8 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Aviso Financial held 46,120 shares of BP worth $2.17M as of Q1 2026.
  • Aviso Financial bought 8,690 BP shares in Q1 2026, an estimated $340K.
  • BP made up 0.08% of Aviso Financial's portfolio in Q1 2026, its #109 holding.
  • Aviso Financial first reported a position in BP in Q2 2024 and has held it in 8 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.