Birchbrook
BP icon

Birchbrook’s BP BP Stock Holding History

Birchbrook’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
Q3 		$18.8K Hold
428
– – 0.01% 171
2026
Q2 		$15.8K Hold
428
– – 0.01% 184
2026
Q1 		$20.1K Hold
428
– – 0.01% 162
2025
Q4 		$14.9K Hold
428
– – 0.01% 189
2025
Q3 		$14.7K Hold
428
– – 0.01% 177
2025
Q2 		$12.8K Hold
428
– – 0.01% 181
2025
Q1 		$14.5K Hold
428
– – 0.01% 173
2024
Q4 		$12.7K Hold
428
– – 0.01% 192
2024
Q3 		$13.4K Hold
428
– – 0.01% 170
2024
Q2 		$15.5K Hold
428
– – 0.01% 174
2024
Q1 		$16.1K Hold
428
– – 0.01% 177
2023
Q4 		$15.2K Buy
+428
New +$15.7K 0.01% 182

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Birchbrook's BP Position: Q3 2026 in Review

Birchbrook held its BP (BP) position steady in Q3 2026 at 428 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #171.

Birchbrook first reported a position in BP in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.1K in Q1 2026. 494 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Birchbrook held 428 shares of BP worth $18.8K as of Q3 2026.
  • Birchbrook left its BP share count unchanged in Q3 2026.
  • BP made up 0.01% of Birchbrook's portfolio in Q3 2026, its #171 holding.
  • Birchbrook first reported a position in BP in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's BP position peaked at $20.1K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.