Corient Private Wealth
BP icon

Corient Private Wealth’s BP BP Stock Holding History

Corient Private Wealth’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 		$5.45M Buy
147,398
+12,233
+9% +$537K 0.01% 868
2026
Q1 		$6.02M Sell
135,165
-16,954
-11% -$664K 0.01% 785
2025
Q4 		$5.28M Sell
152,119
-23,698
-13% -$831K 0.01% 752
2025
Q3 		$6.06M Buy
175,817
+27,482
+19% +$920K 0.01% 653
2025
Q2 		$4.44M Buy
148,335
+917
+0.6% +$26.9K 0.01% 735
2025
Q1 		$4.98M Sell
147,418
-12,911
-8% -$421K 0.01% 687
2024
Q4 		$4.74M Sell
160,329
-7,150
-4% -$215K 0.01% 716
2024
Q3 		$5.26M Buy
167,479
+5,003
+3% +$169K 0.01% 735
2024
Q2 		$5.87M Sell
162,476
-1,422
-0.9% -$53.3K 0.01% 668
2024
Q1 		$6.18M Sell
163,898
-11,504
-7% -$412K 0.01% 654
2023
Q4 		$6.21M Buy
175,402
+50,203
+40% +$1.84M 0.01% 639
2023
Q3 		$4.83M Buy
125,199
+9,558
+8% +$355K 0.01% 642
2023
Q2 		$4.07M Sell
115,641
-44,231
-28% -$1.64M 0.01% 688
2023
Q1 		$6.07M Buy
159,872
+84,192
+111% +$3.15M 0.02% 541
2022
Q4 		$2.64M Buy
+75,680
New +$2.52M 0.01% 646

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 Private Wealth's BP Position: Q2 2026 in Review

Corient Private Wealth increased its BP (BP) stake by 9.1% in Q2 2026, buying an estimated $537K and bringing the position to 147,398 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #868.

Corient Private Wealth first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.21M in Q4 2023. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Corient Private Wealth held 147,398 shares of BP worth $5.45M as of Q2 2026.
  • Corient Private Wealth bought 12,233 BP shares in Q2 2026, an estimated $537K.
  • BP made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #868 holding.
  • Corient Private Wealth first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's BP position peaked at $6.21M in Q4 2023.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

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