Bay Harbor Wealth Management’s Bentley Systems BSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$658 Sell
22
-14
-39% -$455 ﹤0.01% 1007
2026
Q1
$1.26K Buy
36
+18
+100% +$661 ﹤0.01% 686
2025
Q4
$686 Buy
18
+8
+80% +$365 ﹤0.01% 738
2025
Q3
$514 Hold
10
﹤0.01% 723
2025
Q2
$539 Buy
10
+5
+100% +$231 ﹤0.01% 619
2025
Q1
$196 Buy
+5
New +$223 ﹤0.01% 683

Other funds holding BSY

Bay Harbor Wealth Management's BSY Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Bentley Systems (BSY) stake by 39% in Q2 2026, selling an estimated $455 and leaving 22 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Bay Harbor Wealth Management first reported a position in BSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Bay Harbor Wealth Management held 22 shares of Bentley Systems worth $658 as of Q2 2026.
  • Bay Harbor Wealth Management sold 14 Bentley Systems shares in Q2 2026, an estimated $455.
  • Bentley Systems made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1007 holding.
  • Bay Harbor Wealth Management first reported a position in Bentley Systems in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Bentley Systems position peaked at $1.26K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.