Basepoint Wealth’s BP BP Stock Holding History

Basepoint Wealth’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	$3.29K	Hold	89	–	–	﹤0.01%	493
2026 Q1	$4.18K	Hold	89	–	–	﹤0.01%	498
2025 Q4	$3.09K	Buy	+89	New	+$3.12K	﹤0.01%	493

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

Basepoint Wealth's BP Position: Q2 2026 in Review

Basepoint Wealth held its BP (BP) position steady in Q2 2026 at 89 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Basepoint Wealth first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Basepoint Wealth held 89 shares of BP worth $3.29K as of Q2 2026.
Basepoint Wealth left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #493 holding.
Basepoint Wealth first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's BP position peaked at $4.18K in Q1 2026.
1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

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