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Cornerstone Financial Management’s BP BP Stock Holding History

Cornerstone Financial 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 		$7.72K Buy
209
+163
+354% +$7.15K 0.01% 531
2026
Q1 		$2.16K Sell
46
-75
-62% -$2.94K ﹤0.01% 712
2025
Q4 		$4.2K Buy
+121
New +$4.25K ﹤0.01% 470

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

Cornerstone Financial Management's BP Position: Q2 2026 in Review

Cornerstone Financial Management increased its BP (BP) stake by 354% in Q2 2026, buying an estimated $7.15K and bringing the position to 209 shares worth $7.72K. The position accounts for 0.01% of the portfolio, ranked #531.

Cornerstone Financial Management first reported a position in BP in Q4 2025 and has held it in 3 quarters since. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Cornerstone Financial Management held 209 shares of BP worth $7.72K as of Q2 2026.
  • Cornerstone Financial Management bought 163 BP shares in Q2 2026, an estimated $7.15K.
  • BP made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #531 holding.
  • Cornerstone Financial Management first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.