Corient Private Wealth
BSY icon

Corient Private Wealth’s Bentley Systems BSY Stock Holding History

Corient Private Wealth’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
9,694
-8,891
-48% -$289K ﹤0.01% 2588
2026
Q1 		$649K Buy
18,585
+12,001
+182% +$441K ﹤0.01% 1890
2025
Q4 		$274K Sell
6,584
-1,193
-15% -$54.4K ﹤0.01% 2233
2025
Q3 		$400K Sell
7,777
-921
-11% -$50.5K ﹤0.01% 1941
2025
Q2 		$469K Sell
8,698
-31
-0.4% -$1.44K ﹤0.01% 1735
2025
Q1 		$343K Sell
8,729
-8,561
-50% -$382K ﹤0.01% 1785
2024
Q4 		$807K Buy
17,290
+10
+0.1% +$488 ﹤0.01% 1400
2024
Q3 		$878K Sell
17,280
-138
-0.8% -$6.79K ﹤0.01% 1466
2024
Q2 		$860K Sell
17,418
-1,737
-9% -$90.2K ﹤0.01% 1384
2024
Q1 		$1,000K Buy
19,155
+52
+0.3% +$2.62K ﹤0.01% 1314
2023
Q4 		$996K Buy
19,103
+509
+3% +$26.1K ﹤0.01% 1286
2023
Q3 		$933K Buy
+18,594
New +$935K ﹤0.01% 1219

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Corient Private Wealth's BSY Position: Q2 2026 in Review

Corient Private Wealth reduced its Bentley Systems (BSY) stake by 48% in Q2 2026, selling an estimated $289K and leaving 9,694 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Corient Private Wealth first reported a position in BSY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1,000K in Q1 2024. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Corient Private Wealth held 9,694 shares of Bentley Systems worth $290K as of Q2 2026.
  • Corient Private Wealth sold 8,891 Bentley Systems shares in Q2 2026, an estimated $289K.
  • Bentley Systems made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2588 holding.
  • Corient Private Wealth first reported a position in Bentley Systems in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Bentley Systems position peaked at $1,000K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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