CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BHP BHP Stock Holding History

CAPTRUST Financial 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
Q2 		$2.61M Buy
31,364
+10,925
+53% +$907K ﹤0.01% 1154
2026
Q1 		$1.49M Buy
20,439
+2,038
+11% +$144K ﹤0.01% 1372
2025
Q4 		$1.11M Sell
18,401
-20,361
-53% -$1.16M ﹤0.01% 1440
2025
Q3 		$2.16M Sell
38,762
-1,084
-3% -$57.7K ﹤0.01% 991
2025
Q2 		$1.92M Buy
39,846
+756
+2% +$36.3K ﹤0.01% 986
2025
Q1 		$1.9M Sell
39,090
-12,071
-24% -$601K ﹤0.01% 934
2024
Q4 		$2.5M Sell
51,161
-107,649
-68% -$5.85M 0.01% 790
2024
Q3 		$9.86M Sell
158,810
-1,789
-1% -$98.8K 0.03% 385
2024
Q2 		$9.17M Buy
160,599
+1,798
+1% +$104K 0.03% 370
2024
Q1 		$9.16M Sell
158,801
-39,632
-20% -$2.37M 0.03% 359
2023
Q4 		$13.6M Buy
198,433
+12,150
+7% +$733K 0.05% 313
2023
Q3 		$10.6M Buy
186,283
+42,838
+30% +$2.5M 0.04% 329
2023
Q2 		$8.56M Buy
143,445
+11,174
+8% +$666K 0.03% 361
2023
Q1 		$8.39M Buy
132,271
+69,944
+112% +$4.51M 0.04% 325
2022
Q4 		$3.87M Buy
62,327
+1,617
+3% +$90.9K 0.02% 509
2022
Q3 		$3.04M Buy
60,710
+11,466
+23% +$607K 0.02% 545
2022
Q2 		$2.77M Buy
49,244
+2,059
+4% +$128K 0.02% 520
2022
Q1 		$3.25M Buy
47,185
+27,237
+137% +$1.65M 0.02% 468
2021
Q4 		$1.07M Sell
19,948
-665
-3% -$33.3K 0.01% 787
2021
Q3 		$984K Buy
20,613
+1,862
+10% +$114K 0.01% 761
2021
Q2 		$1.22M Sell
18,751
-1,613
-8% -$107K 0.01% 651
2021
Q1 		$1.26M Buy
20,364
+5,361
+36% +$345K 0.01% 608
2020
Q4 		$875K Buy
15,003
+432
+3% +$21.7K 0.01% 648
2020
Q3 		$667K Buy
14,571
+7,592
+109% +$365K 0.01% 630
2020
Q2 		$308K Buy
6,979
+48
+0.7% +$1.88K 0.01% 860
2020
Q1 		$222K Sell
6,931
-632
-8% -$26.4K ﹤0.01% 819
2019
Q4 		$371K Buy
+7,563
New +$344K 0.01% 781

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAPTRUST Financial Advisors's BHP Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its BHP (BHP) stake by 53% in Q2 2026, buying an estimated $907K and bringing the position to 31,364 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

CAPTRUST Financial Advisors first reported a position in BHP in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.6M in Q4 2023. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • CAPTRUST Financial Advisors held 31,364 shares of BHP worth $2.61M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 10,925 BHP shares in Q2 2026, an estimated $907K.
  • BHP made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1154 holding.
  • CAPTRUST Financial Advisors first reported a position in BHP in Q4 2019 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's BHP position peaked at $13.6M in Q4 2023.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.