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Beacon Pointe Advisors’s BP BP Stock Holding History

Beacon Pointe Advisors’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 		$2.54M Buy
54,112
+18,079
+50% +$708K 0.01% 660
2025
Q4 		$1.25M Buy
36,033
+955
+3% +$33.5K 0.01% 761
2025
Q3 		$1.21M Sell
35,078
-17,184
-33% -$576K 0.01% 700
2025
Q2 		$1.56M Sell
52,262
-10,293
-16% -$302K 0.02% 536
2025
Q1 		$2.11M Sell
62,555
-25,191
-29% -$822K 0.02% 449
2024
Q4 		$2.59M Sell
87,746
-17,520
-17% -$526K 0.03% 404
2024
Q3 		$3.3M Sell
105,266
-6,210
-6% -$210K 0.04% 369
2024
Q2 		$4.02M Sell
111,476
-925
-0.8% -$34.7K 0.05% 332
2024
Q1 		$4.24M Buy
112,401
+7,945
+8% +$285K 0.05% 326
2023
Q4 		$3.7M Sell
104,456
-2,379
-2% -$87.1K 0.04% 351
2023
Q3 		$4.14M Buy
106,835
+17,694
+20% +$657K 0.05% 314
2023
Q2 		$3.15M Buy
89,141
+8,715
+11% +$323K 0.05% 297
2023
Q1 		$3.05M Buy
80,426
+8,807
+12% +$329K 0.05% 304
2022
Q4 		$2.5M Buy
71,619
+39,665
+124% +$1.32M 0.05% 313
2022
Q3 		$913K Sell
31,954
-866
-3% -$25.8K 0.02% 483
2022
Q2 		$930K Sell
32,820
-26,455
-45% -$811K 0.02% 484
2022
Q1 		$1.74M Buy
59,275
+31,814
+116% +$970K 0.02% 476
2021
Q4 		$731K Buy
27,461
+10,960
+66% +$304K 0.02% 450
2021
Q3 		$451K Sell
16,501
-4,679
-22% -$117K 0.01% 564
2021
Q2 		$560K Buy
+21,180
New +$555K 0.02% 456

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

Beacon Pointe Advisors's BP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its BP (BP) stake by 50% in Q1 2026, buying an estimated $708K and bringing the position to 54,112 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #660.

Beacon Pointe Advisors first reported a position in BP in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.24M in Q1 2024. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Beacon Pointe Advisors held 54,112 shares of BP worth $2.54M as of Q1 2026.
  • Beacon Pointe Advisors bought 18,079 BP shares in Q1 2026, an estimated $708K.
  • BP made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #660 holding.
  • Beacon Pointe Advisors first reported a position in BP in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's BP position peaked at $4.24M in Q1 2024.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.