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Beacon Financial Advisory’s BP BP Stock Holding History

Beacon Financial Advisory’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
2025
Q3 		– Sell
-33,542
Closed -$1M – 384
2025
Q2 		$1M Sell
33,542
-1,639
-5% -$48.1K 0.26% 101
2025
Q1 		$1.19M Sell
35,181
-450
-1% -$14.7K 0.36% 73
2024
Q4 		$1.05M Buy
35,631
+5,659
+19% +$170K 0.34% 79
2024
Q3 		$941K Sell
29,972
-941
-3% -$31.8K 0.32% 87
2024
Q2 		$1.12M Buy
30,913
+3,239
+12% +$121K 0.42% 57
2024
Q1 		$1.04M Buy
27,674
+1,311
+5% +$47K 0.51% 52
2023
Q4 		$933K Buy
26,363
+41
+0.2% +$1.5K 0.45% 67
2023
Q3 		$1.02M Buy
26,322
+900
+4% +$33.4K 0.56% 48
2023
Q2 		$897K Sell
25,422
-881
-3% -$32.6K 0.51% 58
2023
Q1 		$998K Buy
26,303
+3,200
+14% +$120K 0.63% 45
2022
Q4 		$807K Buy
+23,103
New +$769K 0.58% 53

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Beacon Financial Advisory's BP Position: Q3 2025 in Review

Beacon Financial Advisory sold out of BP (BP) in Q3 2025, closing a stake of 33,542 shares — an estimated $1M sold.

Beacon Financial Advisory first reported a position in BP in Q4 2022 and held it in 11 quarters. The position peaked at $1.19M in Q1 2025. 1,109 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Beacon Financial Advisory reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 33,542 BP shares in Q3 2025, an estimated $1M.
  • Beacon Financial Advisory first reported a position in BP in Q4 2022 and held it in 11 quarters.
  • Beacon Financial Advisory's BP position peaked at $1.19M in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Beacon Financial Advisory's 13F filing for Q3 2025, filed 29 Oct 2025.