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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
2025
Q3 		– Sell
-200
Closed -$5.99K – 1392
2025
Q2 		$5.99K Hold
200
– – ﹤0.01% 1249
2025
Q1 		$6.76K Hold
200
– – ﹤0.01% 1214
2024
Q4 		$5.91K Hold
200
– – ﹤0.01% 1198
2024
Q3 		$6.28K Buy
+200
New +$6.77K ﹤0.01% 1220
2024
Q2 		– Sell
-500
Closed -$18.8K – 1283
2024
Q1 		$18.8K Buy
+500
New +$17.9K ﹤0.01% 1344

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 Pointe Advisors's BP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its BP (BP) stake by 5.1% in Q2 2026, selling an estimated $121K and leaving 51,353 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #789.

Beacon Pointe Advisors first reported a position in BP in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.24M in Q1 2024. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Beacon Pointe Advisors held 51,353 shares of BP worth $1.9M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,759 BP shares in Q2 2026, an estimated $121K.
  • BP made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #789 holding.
  • Beacon Pointe Advisors first reported a position in BP in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's BP position peaked at $4.24M in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.