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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
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

Burrus Financial Services's BP Position: Q2 2026 in Review

Burrus Financial Services reduced its BP (BP) stake by 23% in Q2 2026, selling an estimated $156K and leaving 11,867 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #9.

Burrus Financial Services first reported a position in BP in Q1 2022 and has held it in 18 quarters since. The position peaked at $912K in Q4 2025. 232 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Burrus Financial Services held 11,867 shares of BP worth $438K as of Q2 2026.
  • Burrus Financial Services sold 3,549 BP shares in Q2 2026, an estimated $156K.
  • BP made up 0.19% of Burrus Financial Services's portfolio in Q2 2026, its #9 holding.
  • Burrus Financial Services first reported a position in BP in Q1 2022 and has held it in 18 quarters since.
  • Burrus Financial Services's BP position peaked at $912K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.