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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCS Private Wealth Management's BP Position: Q1 2026 in Review

BCS Private Wealth Management increased its BP (BP) stake by 3.8% in Q1 2026, buying an estimated $21.5K and bringing the position to 14,961 shares worth $703K. The position accounts for 0.21% of the portfolio, ranked #85.

BCS Private Wealth Management first reported a position in BP in Q3 2025 and has held it in 3 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • BCS Private Wealth Management held 14,961 shares of BP worth $703K as of Q1 2026.
  • BCS Private Wealth Management bought 550 BP shares in Q1 2026, an estimated $21.5K.
  • BP made up 0.21% of BCS Private Wealth Management's portfolio in Q1 2026, its #85 holding.
  • BCS Private Wealth Management first reported a position in BP in Q3 2025 and has held it in 3 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.