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Bare Financial Services’s BP BP Stock Holding History

Bare Financial Services’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 		$14.9K Buy
403
+205
+104% +$8.99K ﹤0.01% 413
2026
Q1 		$9.31K Buy
198
+40
+25% +$1.57K ﹤0.01% 382
2025
Q4 		$5.49K Sell
158
-11
-7% -$386 ﹤0.01% 503
2025
Q3 		$5.82K Buy
169
+15
+10% +$502 ﹤0.01% 475
2025
Q2 		$4.61K Buy
+154
New +$4.52K ﹤0.01% 532
2024
Q1 		– Sell
-459
Closed -$16.2K – 136
2023
Q4 		$16.2K Buy
+459
New +$16.8K 0.03% 67

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

Bare Financial Services's BP Position: Q2 2026 in Review

Bare Financial Services increased its BP (BP) stake by 104% in Q2 2026, buying an estimated $8.99K and bringing the position to 403 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Bare Financial Services first reported a position in BP in Q4 2023 and has held it in 6 quarters since. The position peaked at $16.2K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Bare Financial Services held 403 shares of BP worth $14.9K as of Q2 2026.
  • Bare Financial Services bought 205 BP shares in Q2 2026, an estimated $8.99K.
  • BP made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #413 holding.
  • Bare Financial Services first reported a position in BP in Q4 2023 and has held it in 6 quarters since.
  • Bare Financial Services's BP position peaked at $16.2K in Q4 2023.
  • 1,165 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.