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Beacon Investment Advisory Services’s BP BP Stock Holding History

Beacon Investment Advisory Services’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 		$11.8K Hold
319
– – ﹤0.01% 610
2026
Q1 		$15K Buy
+319
New +$12.5K ﹤0.01% 592
2020
Q3 		– Sell
-9,658
Closed -$225K – 258
2020
Q2 		$225K Sell
9,658
-3,421
-26% -$82.1K 0.01% 225
2020
Q1 		$319K Sell
13,079
-2,061
-14% -$66.6K 0.02% 189
2019
Q4 		$571K Buy
15,140
+878
+6% +$33.3K 0.03% 165
2019
Q3 		$542K Buy
14,262
+1,559
+12% +$59.5K 0.05% 149
2019
Q2 		$521K Buy
12,703
+46
+0.4% +$1.93K 0.06% 134
2019
Q1 		$544K Buy
12,657
+1,120
+10% +$45.9K 0.06% 134
2018
Q4 		$424K Sell
11,537
-1,136
-9% -$45.4K 0.05% 166
2018
Q3 		$558K Buy
12,673
+509
+4% +$21.3K 0.05% 151
2018
Q2 		$523K Buy
12,164
+204
+2% +$8.57K 0.05% 156
2018
Q1 		$451K Buy
11,960
+1,091
+10% +$41.1K 0.05% 165
2017
Q4 		$418K Sell
10,869
-3,754
-26% -$136K 0.04% 163
2017
Q3 		$507K Buy
+14,623
New +$465K 0.04% 179

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Beacon Investment Advisory Services's BP Position: Q2 2026 in Review

Beacon Investment Advisory Services held its BP (BP) position steady in Q2 2026 at 319 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Beacon Investment Advisory Services first reported a position in BP in Q3 2017 and has held it in 14 quarters since. The position peaked at $571K in Q4 2019. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Beacon Investment Advisory Services held 319 shares of BP worth $11.8K as of Q2 2026.
  • Beacon Investment Advisory Services left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #610 holding.
  • Beacon Investment Advisory Services first reported a position in BP in Q3 2017 and has held it in 14 quarters since.
  • Beacon Investment Advisory Services's BP position peaked at $571K in Q4 2019.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.