BCS Private Wealth Management’s BP BP Stock Holding History

BCS Private Wealth Management’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	$541K	Sell	14,636 -325	-2%	-$14.3K	0.16%	95
2026 Q1	$703K	Buy	14,961 +550	+4%	+$21.5K	0.21%	85
2025 Q4	$500K	Sell	14,411 -1,189	-8%	-$41.7K	0.17%	94
2025 Q3	$538K	Buy	+15,600	New	+$523K	0.19%	85

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

BCS Private Wealth Management's BP Position: Q2 2026 in Review

BCS Private Wealth Management reduced its BP (BP) stake by 2.2% in Q2 2026, selling an estimated $14.3K and leaving 14,636 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #95.

BCS Private Wealth Management first reported a position in BP in Q3 2025 and has held it in 4 quarters since. The position peaked at $703K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

BCS Private Wealth Management held 14,636 shares of BP worth $541K as of Q2 2026.
BCS Private Wealth Management sold 325 BP shares in Q2 2026, an estimated $14.3K.
BP made up 0.16% of BCS Private Wealth Management's portfolio in Q2 2026, its #95 holding.
BCS Private Wealth Management first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's BP position peaked at $703K in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.