Caldwell Sutter Capital’s BHP BHP Stock Holding History

Caldwell Sutter Capital’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.09K	Sell	60 -20	-25%	-$1.74K	﹤0.01%	711
2026 Q2	$6.66K	Buy	+80	New	+$6.64K	﹤0.01%	654
2025 Q1	–	Sell	-10	Closed	-$488	–	890
2024 Q4	$488	Sell	10 -95	-90%	-$5.16K	﹤0.01%	851
2024 Q3	$6.52K	Hold	105	–	–	﹤0.01%	609
2024 Q2	$5.99K	Buy	105 +20	+24%	+$1.16K	﹤0.01%	610
2024 Q1	$4.9K	Hold	85	–	–	﹤0.01%	637
2023 Q4	$5.81K	Hold	85	–	–	﹤0.01%	609
2023 Q3	$4.84K	Hold	85	–	–	﹤0.01%	609
2023 Q2	$5.07K	Sell	85 -75	-47%	-$4.47K	﹤0.01%	603
2023 Q1	$10.1K	Buy	+160	New	+$10.3K	0.01%	387

Other funds holding BHP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Caldwell Sutter Capital's BHP Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its BHP (BHP) stake by 25% in Q3 2026, selling an estimated $1.74K and leaving 60 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Caldwell Sutter Capital first reported a position in BHP in Q1 2023 and has held it in 10 quarters since. The position peaked at $10.1K in Q1 2023. 537 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Caldwell Sutter Capital held 60 shares of BHP worth $5.09K as of Q3 2026.
Caldwell Sutter Capital sold 20 BHP shares in Q3 2026, an estimated $1.74K.
BHP made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #711 holding.
Caldwell Sutter Capital first reported a position in BHP in Q1 2023 and has held it in 10 quarters since.
Caldwell Sutter Capital's BHP position peaked at $10.1K in Q1 2023.
537 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.