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Capital Performance Advisors’s BHP BHP Stock Holding History

Capital Performance Advisors’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
Q1 		$201K Buy
+2,764
New +$195K 0.01% 450
2024
Q4 		– Sell
-100
Closed -$6.21K – 476
2024
Q3 		$6.21K Buy
+100
New +$5.52K ﹤0.01% 1021

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's BHP Position: Q1 2026 in Review

Capital Performance Advisors opened a new position in BHP (BHP) in Q1 2026: 2,764 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in BHP as recently as Q3 2024.

Capital Performance Advisors first reported a position in BHP in Q3 2024 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Capital Performance Advisors held 2,764 shares of BHP worth $201K as of Q1 2026.
  • BHP was a new Capital Performance Advisors position in Q1 2026.
  • BHP made up 0.01% of Capital Performance Advisors's portfolio in Q1 2026, its #450 holding.
  • Capital Performance Advisors first reported a position in BHP in Q3 2024 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.