Community Financial Services Group’s BP BP Stock Holding History

Community Financial Services Group’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	$134K	Hold	3,709	–	–	0.02%	153
2026 Q1	$171K	Buy	+3,709	New	+$145K	0.03%	120
2015 Q4	–	Sell	-4,112	Closed	-$106K	–	91
2015 Q3	$106K	Hold	4,112	–	–	0.05%	89
2015 Q2	$138K	Sell	4,112 -58	-1%	-$2.03K	0.07%	82
2015 Q1	$135K	Hold	4,170	–	–	0.06%	82
2014 Q4	$132K	Buy	4,170 +111	+3%	+$3.73K	0.06%	88
2014 Q3	$146K	Hold	4,059	–	–	0.07%	80
2014 Q2	$175K	Hold	4,059	–	–	0.09%	76
2014 Q1	$160K	Buy	+4,059	New	+$160K	0.08%	76
2013 Q4	–	Sell	-4,059	Closed	-$140K	–	85
2013 Q3	$140K	Buy	4,059 +3,937	+3,227%	+$135K	0.08%	70
2013 Q2	$4K	Buy	+122	New	+$4.25K	﹤0.01%	206

Other funds holding BP

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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 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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Community Financial Services Group's BP Position: Q2 2026 in Review

Community Financial Services Group held its BP (BP) position steady in Q2 2026 at 3,709 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #153.

Community Financial Services Group first reported a position in BP in Q2 2013 and has held it in 11 quarters since. The position peaked at $175K in Q2 2014. 239 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Community Financial Services Group held 3,709 shares of BP worth $134K as of Q2 2026.
Community Financial Services Group left its BP share count unchanged in Q2 2026.
BP made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #153 holding.
Community Financial Services Group first reported a position in BP in Q2 2013 and has held it in 11 quarters since.
Community Financial Services Group's BP position peaked at $175K in Q2 2014.
239 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.