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Bleakley Financial Group’s BP BP Stock Holding History

Bleakley 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 		$6.7M Buy
181,412
+28,602
+19% +$1.25M 0.09% 190
2026
Q1 		$7.18M Buy
152,810
+53,634
+54% +$2.1M 0.11% 157
2025
Q4 		$3.44M Buy
99,176
+18,108
+22% +$635K 0.06% 251
2025
Q3 		$2.79M Sell
81,068
-28,089
-26% -$941K 0.06% 244
2025
Q2 		$3.27M Buy
109,157
+11,027
+11% +$323K 0.08% 208
2025
Q1 		$3.32M Buy
98,130
+15,742
+19% +$514K 0.11% 179
2024
Q4 		$2.44M Sell
82,388
-52,970
-39% -$1.59M 0.07% 223
2024
Q3 		$4.25M Sell
135,358
-100,361
-43% -$3.4M 0.13% 136
2024
Q2 		$8.51M Buy
235,719
+65,324
+38% +$2.45M 0.25% 74
2024
Q1 		$6.42M Buy
170,395
+27,155
+19% +$974K 0.19% 104
2023
Q4 		$5.07M Sell
143,240
-4,100
-3% -$150K 0.16% 119
2023
Q3 		$5.7M Buy
147,340
+812
+0.6% +$30.1K 0.2% 96
2023
Q2 		$5.17M Buy
146,528
+7,487
+5% +$277K 0.16% 116
2023
Q1 		$5.28M Buy
139,041
+11,322
+9% +$423K 0.18% 104
2022
Q4 		$4.46M Buy
+127,719
New +$4.25M 0.16% 118

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 $3.37T AUM 44.26% 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

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

Bleakley Financial Group increased its BP (BP) stake by 19% in Q2 2026, buying an estimated $1.25M and bringing the position to 181,412 shares worth $6.7M. The position accounts for 0.09% of the portfolio, ranked #190.

Bleakley Financial Group first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.51M in Q2 2024. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Bleakley Financial Group held 181,412 shares of BP worth $6.7M as of Q2 2026.
  • Bleakley Financial Group bought 28,602 BP shares in Q2 2026, an estimated $1.25M.
  • BP made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #190 holding.
  • Bleakley Financial Group first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's BP position peaked at $8.51M in Q2 2024.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.