Balboa Wealth Partners’s BP BP Stock Holding History

Balboa Wealth Partners’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	$493K	Sell	13,354 -77	-0.6%	-$3.38K	0.07%	243
2026 Q1	$631K	Hold	13,431	–	–	0.11%	164
2025 Q4	$466K	Hold	13,431	–	–	0.08%	204
2025 Q3	$463K	Sell	13,431 -1,495	-10%	-$50.1K	0.08%	191
2025 Q2	$447K	Sell	14,926 -3,480	-19%	-$102K	0.09%	175
2025 Q1	$622K	Sell	18,406 -995	-5%	-$32.5K	0.15%	113
2024 Q4	$573K	Sell	19,401 -1,081	-5%	-$32.5K	0.13%	126
2024 Q3	$643K	Sell	20,482 -300	-1%	-$10.2K	0.16%	115
2024 Q2	$750K	Sell	20,782 -453	-2%	-$17K	0.2%	89
2024 Q1	$800K	Sell	21,235 -238	-1%	-$8.53K	0.24%	77
2023 Q4	$760K	Sell	21,473 -1,461	-6%	-$53.5K	0.25%	77
2023 Q3	$888K	Sell	22,934 -1,329	-5%	-$49.3K	0.33%	53
2023 Q2	$856K	Sell	24,263 -1,288	-5%	-$47.7K	0.3%	57
2023 Q1	$969K	Sell	25,551 -2,823	-10%	-$105K	0.37%	52
2022 Q4	$991K	Sell	28,374 -237	-0.8%	-$7.89K	0.45%	53
2022 Q3	$817K	Buy	+28,611	New	+$851K	0.36%	56

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Balboa Wealth Partners's BP Position: Q2 2026 in Review

Balboa Wealth Partners reduced its BP (BP) stake by 0.57% in Q2 2026, selling an estimated $3.38K and leaving 13,354 shares worth $493K. The position accounts for 0.07% of the portfolio, ranked #243.

Balboa Wealth Partners first reported a position in BP in Q3 2022 and has held it in 16 quarters since. The position peaked at $991K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Balboa Wealth Partners held 13,354 shares of BP worth $493K as of Q2 2026.
Balboa Wealth Partners sold 77 BP shares in Q2 2026, an estimated $3.38K.
BP made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #243 holding.
Balboa Wealth Partners first reported a position in BP in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's BP position peaked at $991K in Q4 2022.
1,170 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.