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Carter Financial Group’s BHP BHP Stock Holding History

Carter Financial Group’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 		$325K Buy
+3,897
New +$323K 0.17% 93

Other funds holding BHP

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Carter Financial Group's BHP Position: Q2 2026 in Review

Carter Financial Group opened a new position in BHP (BHP) in Q2 2026: 3,897 shares worth $325K. The stake represents 0.17% of the portfolio and ranks #93 among its holdings.

331 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Carter Financial Group held 3,897 shares of BHP worth $325K as of Q2 2026.
  • BHP was a new Carter Financial Group position in Q2 2026.
  • BHP made up 0.17% of Carter Financial Group's portfolio in Q2 2026, its #93 holding.
  • 331 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.