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Cary Street Partners’s BHP BHP Stock Holding History

Cary Street Partners’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 		$84.9K Buy
1,019
+241
+31% +$20K ﹤0.01% 1011
2026
Q1 		$56.6K Sell
778
-77
-9% -$5.44K ﹤0.01% 937
2025
Q4 		$51.6K Buy
855
+87
+11% +$4.94K ﹤0.01% 934
2025
Q3 		$42.8K Buy
+768
New +$40.9K ﹤0.01% 891

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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
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
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Cary Street Partners's BHP Position: Q2 2026 in Review

Cary Street Partners increased its BHP (BHP) stake by 31% in Q2 2026, buying an estimated $20K and bringing the position to 1,019 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Cary Street Partners first reported a position in BHP in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Cary Street Partners held 1,019 shares of BHP worth $84.9K as of Q2 2026.
  • Cary Street Partners bought 241 BHP shares in Q2 2026, an estimated $20K.
  • BHP made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1011 holding.
  • Cary Street Partners first reported a position in BHP in Q3 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.