CFFP
BP icon

Center for Financial Planning’s BP BP Stock Holding History

Center for Financial Planning’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.7K Hold
1,210
– – ﹤0.01% 334
2026
Q1 		$56.9K Hold
1,210
– – 0.01% 285
2025
Q4 		$42K Sell
1,210
-50
-4% -$1.75K ﹤0.01% 318
2025
Q3 		$43.4K Buy
1,260
+50
+4% +$1.68K ﹤0.01% 323
2025
Q2 		$36.2K Sell
1,210
-1,444
-54% -$42.4K ﹤0.01% 328
2025
Q1 		$89.7K Hold
2,654
– – 0.01% 215
2024
Q4 		$78.5K Hold
2,654
– – 0.01% 219
2024
Q3 		$83.3K Hold
2,654
– – 0.01% 196
2024
Q2 		$95.8K Hold
2,654
– – 0.01% 184
2024
Q1 		$100K Hold
2,654
– – 0.01% 182
2023
Q4 		$94K Hold
2,654
– – 0.02% 175
2023
Q3 		$103K Hold
2,654
– – 0.02% 168
2023
Q2 		$93.7K Hold
2,654
– – 0.02% 176
2023
Q1 		$101K Buy
2,654
+1,444
+119% +$53.9K 0.02% 166
2022
Q4 		$42.3K Hold
1,210
– – 0.01% 232
2022
Q3 		$35K Hold
1,210
– – 0.01% 238
2022
Q2 		$34K Sell
1,210
-533
-31% -$16.3K 0.01% 244
2022
Q1 		$51K Buy
1,743
+533
+44% +$16.2K 0.01% 228
2021
Q4 		$32K Buy
1,210
+971
+406% +$26.9K 0.01% 272
2021
Q3 		$7K Sell
239
-971
-80% -$24.3K ﹤0.01% 392
2021
Q2 		$32K Hold
1,210
– – 0.01% 258
2021
Q1 		$29K Buy
1,210
+100
+9% +$2.41K 0.01% 262
2020
Q4 		$23K Hold
1,110
– – 0.01% 268
2020
Q3 		$19K Hold
1,110
– – 0.01% 263
2020
Q2 		$26K Buy
1,110
+28
+3% +$672 0.01% 232
2020
Q1 		$26K Buy
1,082
+72
+7% +$2.33K 0.01% 228
2019
Q4 		$38K Buy
+1,010
New +$38.4K 0.01% 211

Other funds holding BP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Center for Financial Planning's BP Position: Q2 2026 in Review

Center for Financial Planning held its BP (BP) position steady in Q2 2026 at 1,210 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Center for Financial Planning first reported a position in BP in Q4 2019 and has held it in 27 quarters since. The position peaked at $103K in Q3 2023. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Center for Financial Planning held 1,210 shares of BP worth $44.7K as of Q2 2026.
  • Center for Financial Planning left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #334 holding.
  • Center for Financial Planning first reported a position in BP in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's BP position peaked at $103K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.