Concord Wealth Partners
BP icon

Concord Wealth Partners’s BP BP Stock Holding History

Concord Wealth Partners’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
Q3 		$37.6K Buy
854
+141
+20% +$6.05K ﹤0.01% 384
2026
Q2 		$26.3K Buy
+713
New +$31.3K ﹤0.01% 449
2026
Q1 		– Sell
-697
Closed -$24.2K – 270
2025
Q4 		$24.2K Buy
697
+10
+1% +$351 ﹤0.01% 421
2025
Q3 		$23.7K Buy
687
+10
+1% +$335 ﹤0.01% 439
2025
Q2 		$20.3K Buy
677
+11
+2% +$323 ﹤0.01% 457
2025
Q1 		$22.5K Sell
666
-22
-3% -$718 ﹤0.01% 422
2024
Q4 		$20.3K Sell
688
-489
-42% -$14.7K ﹤0.01% 450
2024
Q3 		$37K Buy
1,177
+40
+4% +$1.35K 0.01% 379
2024
Q2 		$41.1K Buy
1,137
+7
+0.6% +$262 0.01% 335
2024
Q1 		$42.6K Buy
1,130
+7
+0.6% +$251 0.01% 376
2023
Q4 		$39.7K Buy
1,123
+8
+0.7% +$293 0.01% 385
2023
Q3 		$43.2K Buy
1,115
+7
+0.6% +$260 0.01% 399
2023
Q2 		$39.1K Buy
1,108
+6
+0.5% +$222 0.01% 397
2023
Q1 		$41.8K Buy
1,102
+6
+0.5% +$224 0.01% 372
2022
Q4 		$38.3K Buy
+1,096
New +$36.5K 0.01% 417
2022
Q3 		– Sell
-1,082
Closed -$31K – 277
2022
Q2 		$31K Sell
1,082
-77
-7% -$2.36K 0.01% 448
2022
Q1 		$34K Sell
1,159
-114
-9% -$3.48K 0.01% 503
2021
Q4 		$34K Buy
1,273
+773
+155% +$21.4K 0.01% 522
2021
Q3 		$14K Sell
500
-121
-19% -$3.03K 0.01% 423
2021
Q2 		$16K Hold
621
– – ﹤0.01% 544
2021
Q1 		$15K Buy
621
+121
+24% +$2.91K 0.01% 520
2020
Q4 		$10K Buy
+500
New +$9.42K 0.01% 361

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Concord Wealth Partners's BP Position: Q3 2026 in Review

Concord Wealth Partners increased its BP (BP) stake by 20% in Q3 2026, buying an estimated $6.05K and bringing the position to 854 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Concord Wealth Partners first reported a position in BP in Q4 2020 and has held it in 22 quarters since. The position peaked at $43.2K in Q3 2023. 695 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Concord Wealth Partners held 854 shares of BP worth $37.6K as of Q3 2026.
  • Concord Wealth Partners bought 141 BP shares in Q3 2026, an estimated $6.05K.
  • BP made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #384 holding.
  • Concord Wealth Partners first reported a position in BP in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's BP position peaked at $43.2K in Q3 2023.
  • 695 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.