Birchbrook’s BHP BHP Stock Holding History

Birchbrook’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.75K	Hold	93	–	–	﹤0.01%	216
2026 Q1	$6.76K	Hold	93	–	–	﹤0.01%	216
2025 Q4	$5.62K	Hold	93	–	–	﹤0.01%	234
2025 Q3	$5.18K	Hold	93	–	–	﹤0.01%	214
2025 Q2	$4.47K	Hold	93	–	–	﹤0.01%	221
2025 Q1	$4.51K	Hold	93	–	–	﹤0.01%	215
2024 Q4	$4.54K	Hold	93	–	–	﹤0.01%	233
2024 Q3	$5.78K	Sell	93 -7	-7%	-$387	﹤0.01%	208
2024 Q2	$5.71K	Hold	100	–	–	﹤0.01%	210
2024 Q1	$5.77K	Hold	100	–	–	﹤0.01%	214
2023 Q4	$6.83K	Buy	+100	New	+$6.04K	﹤0.01%	226

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return