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 Q3	–	Sell	-3,897	Closed	-$325K	–	133
2026 Q2	$325K	Buy	+3,897	New	+$323K	0.17%	93

Other funds holding BHP

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

Morgan Stanley New York $1.96T AUM 27.49% 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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Carter Financial Group's BHP Position: Q3 2026 in Review

Carter Financial Group sold out of BHP (BHP) in Q3 2026, closing a stake of 3,897 shares — an estimated $325K sold.

Carter Financial Group first reported a position in BHP in Q2 2026 and held it in 1 quarter. The position peaked at $325K in Q2 2026. 718 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Carter Financial Group reported no remaining BHP position as of Q3 2026 after selling out during the quarter.
Carter Financial Group sold 3,897 BHP shares in Q3 2026, an estimated $325K.
Carter Financial Group first reported a position in BHP in Q2 2026 and held it in 1 quarter.
Carter Financial Group's BHP position peaked at $325K in Q2 2026.
718 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.