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Berger Financial Group’s BP BP Stock Holding History

Berger Financial Group’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 		– Sell
-8,270
Closed -$389K – 489
2026
Q1 		$389K Sell
8,270
-404
-5% -$15.8K 0.02% 326
2025
Q4 		$301K Sell
8,674
-199
-2% -$6.98K 0.02% 373
2025
Q3 		$306K Buy
8,873
+8
+0.1% +$268 0.02% 352
2025
Q2 		$265K Sell
8,865
-908
-9% -$26.6K 0.02% 358
2025
Q1 		$330K Sell
9,773
-440
-4% -$14.4K 0.02% 316
2024
Q4 		$302K Buy
10,213
+21
+0.2% +$631 0.02% 318
2024
Q3 		$320K Sell
10,192
-125
-1% -$4.23K 0.02% 294
2024
Q2 		$372K Buy
10,317
+4,038
+64% +$151K 0.03% 248
2024
Q1 		$237K Buy
6,279
+231
+4% +$8.28K 0.02% 324
2023
Q4 		$214K Sell
6,048
-267
-4% -$9.78K 0.02% 288
2023
Q3 		$245K Buy
6,315
+140
+2% +$5.2K 0.03% 245
2023
Q2 		$218K Buy
6,175
+254
+4% +$9.4K 0.02% 265
2023
Q1 		$225K Buy
+5,921
New +$221K 0.03% 251

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berger Financial Group's BP Position: Q2 2026 in Review

Berger Financial Group sold out of BP (BP) in Q2 2026, closing a stake of 8,270 shares — an estimated $389K sold.

Berger Financial Group first reported a position in BP in Q1 2023 and held it in 13 quarters. The position peaked at $389K in Q1 2026. 763 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Berger Financial Group reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 8,270 BP shares in Q2 2026, an estimated $389K.
  • Berger Financial Group first reported a position in BP in Q1 2023 and held it in 13 quarters.
  • Berger Financial Group's BP position peaked at $389K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.