Copia Wealth Management’s BP BP Stock Holding History

Copia Wealth Management’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	$739	Hold	20	–	–	﹤0.01%	520
2026 Q1	$940	Buy	+20	New	+$784	﹤0.01%	476

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Copia Wealth Management's BP Position: Q2 2026 in Review

Copia Wealth Management held its BP (BP) position steady in Q2 2026 at 20 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Copia Wealth Management first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $940 in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Copia Wealth Management held 20 shares of BP worth $739 as of Q2 2026.
Copia Wealth Management left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #520 holding.
Copia Wealth Management first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
Copia Wealth Management's BP position peaked at $940 in Q1 2026.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.