Burk Holdings’s BP BP Stock Holding History

Burk Holdings’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	$3.44K	Hold	93	–	–	﹤0.01%	414
2026 Q1	$4.37K	Buy	+93	New	+$3.64K	﹤0.01%	379

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Burk Holdings's BP Position: Q2 2026 in Review

Burk Holdings held its BP (BP) position steady in Q2 2026 at 93 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Burk Holdings first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.37K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Burk Holdings held 93 shares of BP worth $3.44K as of Q2 2026.
Burk Holdings left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #414 holding.
Burk Holdings first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's BP position peaked at $4.37K in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.