CFS
BP icon

CGC Financial Services’s BP BP Stock Holding History

CGC Financial Services’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 		$10.9K Hold
296
– – ﹤0.01% 221
2026
Q1 		$13.9K Hold
296
– – ﹤0.01% 195
2025
Q4 		$10.3K Hold
296
– – ﹤0.01% 232
2025
Q3 		$10.2K Hold
296
– – ﹤0.01% 227
2025
Q2 		$8.86K Hold
296
– – ﹤0.01% 221
2025
Q1 		$10K Hold
296
– – ﹤0.01% 197
2024
Q4 		$8.75K Hold
296
– – ﹤0.01% 211
2024
Q3 		$9.29K Hold
296
– – ﹤0.01% 208
2024
Q2 		$10.7K Hold
296
– – ﹤0.01% 196
2024
Q1 		$11.2K Hold
296
– – 0.01% 202
2023
Q4 		$10.5K Hold
296
– – ﹤0.01% 215
2023
Q3 		$11.5K Hold
296
– – 0.01% 167
2023
Q2 		$10.4K Buy
+296
New +$11K 0.01% 179

Other funds holding BP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B 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 $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return