Bear Mountain Capital’s BP BP Stock Holding History

Bear Mountain Capital’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 Q4	–	Sell	-8	Closed	-$265	–	220
2025 Q3	$265	Buy	+8	New	+$268	﹤0.01%	248
2024 Q3	–	Sell	-100	Closed	-$3.52K	–	177
2024 Q2	$3.52K	Hold	100	–	–	﹤0.01%	122
2024 Q1	$3.84K	Hold	100	–	–	﹤0.01%	150
2023 Q4	$3.43K	Buy	+100	New	+$3.66K	﹤0.01%	155

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bear Mountain Capital's BP Position: Q4 2025 in Review

Bear Mountain Capital sold out of BP (BP) in Q4 2025, closing a stake of 8 shares — an estimated $265 sold.

Bear Mountain Capital first reported a position in BP in Q4 2023 and held it in 4 quarters. The position peaked at $3.84K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Bear Mountain Capital reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 8 BP shares in Q4 2025, an estimated $265.
Bear Mountain Capital first reported a position in BP in Q4 2023 and held it in 4 quarters.
Bear Mountain Capital's BP position peaked at $3.84K in Q1 2024.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.