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Corient IA’s BP BP Stock Holding History

Corient IA’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 		$73.2K Sell
1,980
-3,980
-67% -$175K 0.07% 236
2026
Q1 		$280K Hold
5,960
– – 0.26% 154
2025
Q4 		$207K Sell
5,960
-4,040
-40% -$142K 0.19% 199
2025
Q3 		$345K Hold
10,000
– – 0.26% 159
2025
Q2 		$299K Hold
10,000
– – 0.18% 223
2025
Q1 		$338K Buy
+10,000
New +$326K 0.24% 177

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

Corient IA's BP Position: Q2 2026 in Review

Corient IA reduced its BP (BP) stake by 67% in Q2 2026, selling an estimated $175K and leaving 1,980 shares worth $73.2K. The position accounts for 0.07% of the portfolio, ranked #236.

Corient IA first reported a position in BP in Q1 2025 and has held it in 6 quarters since. The position peaked at $345K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Corient IA held 1,980 shares of BP worth $73.2K as of Q2 2026.
  • Corient IA sold 3,980 BP shares in Q2 2026, an estimated $175K.
  • BP made up 0.07% of Corient IA's portfolio in Q2 2026, its #236 holding.
  • Corient IA first reported a position in BP in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's BP position peaked at $345K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.