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Buck Wealth Strategies’s BP BP Stock Holding History

Buck Wealth Strategies’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 		$8.17K Buy
+221
New +$9.7K ﹤0.01% 631
2023
Q4 		– Sell
-250
Closed -$9.68K – 103
2023
Q3 		$9.68K Hold
250
– – ﹤0.01% 200
2023
Q2 		$8.82K Buy
+250
New +$9.25K ﹤0.01% 153

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

Buck Wealth Strategies's BP Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in BP (BP) in Q2 2026: 221 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in BP as recently as Q3 2023.

Buck Wealth Strategies first reported a position in BP in Q2 2023 and has held it in 3 quarters since. The position peaked at $9.68K in Q3 2023. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Buck Wealth Strategies held 221 shares of BP worth $8.17K as of Q2 2026.
  • BP was a new Buck Wealth Strategies position in Q2 2026.
  • BP made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #631 holding.
  • Buck Wealth Strategies first reported a position in BP in Q2 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's BP position peaked at $9.68K in Q3 2023.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.