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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 $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.