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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
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Concord Wealth Partners's BP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in BP (BP) in Q2 2026: 713 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BP as recently as Q4 2025.

Concord Wealth Partners first reported a position in BP in Q4 2020 and has held it in 21 quarters since. The position peaked at $43.2K in Q3 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Concord Wealth Partners held 713 shares of BP worth $26.3K as of Q2 2026.
  • BP was a new Concord Wealth Partners position in Q2 2026.
  • BP made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #449 holding.
  • Concord Wealth Partners first reported a position in BP in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's BP position peaked at $43.2K in Q3 2023.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.