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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Corient IA's BP Position: Q1 2026 in Review

Corient IA held its BP (BP) position steady in Q1 2026 at 5,960 shares worth $280K. The position accounts for 0.26% of the portfolio, ranked #154.

Corient IA first reported a position in BP in Q1 2025 and has held it in 5 quarters since. The position peaked at $345K in Q3 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Corient IA held 5,960 shares of BP worth $280K as of Q1 2026.
Corient IA left its BP share count unchanged in Q1 2026.
BP made up 0.26% of Corient IA's portfolio in Q1 2026, its #154 holding.
Corient IA first reported a position in BP in Q1 2025 and has held it in 5 quarters since.
Corient IA's BP position peaked at $345K in Q3 2025.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.