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Bell Investment Advisors’s BP BP Stock Holding History

Bell Investment 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
Q2 		$10.1K Hold
272
– – ﹤0.01% 706
2026
Q1 		$12.8K Buy
272
+49
+22% +$1.92K ﹤0.01% 596
2025
Q4 		$7.75K Buy
223
+197
+758% +$6.91K ﹤0.01% 795
2025
Q3 		$896 Sell
26
-128
-83% -$4.29K ﹤0.01% 1580
2025
Q2 		$4.61K Buy
154
+128
+492% +$3.75K ﹤0.01% 1016
2025
Q1 		$879 Hold
26
– – ﹤0.01% 1592
2024
Q4 		$769 Hold
26
– – ﹤0.01% 1665
2024
Q3 		$817 Hold
26
– – ﹤0.01% 1653
2024
Q2 		$939 Buy
+26
New +$974 ﹤0.01% 1624
2021
Q4 		– Sell
-19
Closed -$1K – 1785
2021
Q3 		$1K Buy
+19
New +$476 ﹤0.01% 1287

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BP Position: Q2 2026 in Review

Bell Investment Advisors held its BP (BP) position steady in Q2 2026 at 272 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Bell Investment Advisors first reported a position in BP in Q3 2021 and has held it in 10 quarters since. The position peaked at $12.8K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Bell Investment Advisors held 272 shares of BP worth $10.1K as of Q2 2026.
  • Bell Investment Advisors left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #706 holding.
  • Bell Investment Advisors first reported a position in BP in Q3 2021 and has held it in 10 quarters since.
  • Bell Investment Advisors's BP position peaked at $12.8K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.