Burrus Financial Services
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Burrus Financial Services’s BP BP Stock Holding History

Burrus Financial Services’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 		$528K Buy
12,003
+136
+1% +$5.84K 0.24% 9
2026
Q2 		$438K Sell
11,867
-3,549
-23% -$156K 0.19% 9
2026
Q1 		$725K Sell
15,416
-3,347
-18% -$131K 0.33% 8
2025
Q4 		$912K Buy
18,763
+2,762
+17% +$96.9K 0.52% 7
2025
Q3 		$551K Buy
16,001
+474
+3% +$15.9K 0.25% 9
2025
Q2 		$465K Buy
15,527
+214
+1% +$6.28K 0.22% 9
2025
Q1 		$517K Sell
15,313
-360
-2% -$11.8K 0.26% 9
2024
Q4 		$463K Buy
15,673
+252
+2% +$7.57K 0.24% 9
2024
Q3 		$484K Sell
15,421
-254
-2% -$8.59K 0.24% 9
2024
Q2 		$566K Sell
15,675
-268
-2% -$10K 0.29% 7
2024
Q1 		$601K Sell
15,943
-30
-0.2% -$1.08K 0.31% 7
2023
Q4 		$565K Buy
15,973
+461
+3% +$16.9K 0.3% 7
2023
Q3 		$601K Buy
15,512
+25
+0.2% +$928 0.34% 5
2023
Q2 		$546K Buy
15,487
+438
+3% +$16.2K 0.3% 5
2023
Q1 		$571K Sell
15,049
-1,663
-10% -$62.1K 0.33% 5
2022
Q4 		$584K Buy
16,712
+446
+3% +$14.8K 0.34% 4
2022
Q3 		$464K Buy
16,266
+205
+1% +$6.1K 0.29% 6
2022
Q2 		$455K Sell
16,061
-2,173
-12% -$66.6K 0.26% 7
2022
Q1 		$536K Buy
+18,234
New +$556K 0.27% 7

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Burrus Financial Services's BP Position: Q3 2026 in Review

Burrus Financial Services increased its BP (BP) stake by 1.1% in Q3 2026, buying an estimated $5.84K and bringing the position to 12,003 shares worth $528K. The position accounts for 0.24% of the portfolio, ranked #9.

Burrus Financial Services first reported a position in BP in Q1 2022 and has held it in 19 quarters since. The position peaked at $912K in Q4 2025. 746 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Burrus Financial Services held 12,003 shares of BP worth $528K as of Q3 2026.
  • Burrus Financial Services bought 136 BP shares in Q3 2026, an estimated $5.84K.
  • BP made up 0.24% of Burrus Financial Services's portfolio in Q3 2026, its #9 holding.
  • Burrus Financial Services first reported a position in BP in Q1 2022 and has held it in 19 quarters since.
  • Burrus Financial Services's BP position peaked at $912K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Burrus Financial Services's 13F filing for Q3 2026, filed 22 Oct 2026.