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CreativeOne Wealth’s BP BP Stock Holding History

CreativeOne 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
Q1 		$583K Sell
12,410
-1,218
-9% -$47.7K 0.01% 747
2025
Q4 		$473K Buy
13,628
+1,597
+13% +$56K 0.01% 806
2025
Q3 		$415K Sell
12,031
-19
-0.2% -$636 0.01% 830
2025
Q2 		$361K Buy
12,050
+2,310
+24% +$67.8K 0.01% 858
2025
Q1 		$329K Buy
9,740
+2,703
+38% +$88.2K 0.01% 833
2024
Q4 		$208K Sell
7,037
-8,107
-54% -$244K 0.01% 1009
2024
Q3 		$475K Buy
+15,144
New +$512K 0.02% 640
2024
Q2 		– Sell
-17,031
Closed -$642K – 781
2024
Q1 		$642K Buy
+17,031
New +$611K 0.03% 490
2023
Q3 		– Sell
-19,627
Closed -$693K – 604
2023
Q2 		$693K Buy
19,627
+1,703
+10% +$63K 0.03% 402
2023
Q1 		$680K Buy
17,924
+2,750
+18% +$103K 0.03% 392
2022
Q4 		$530K Buy
15,174
+2,046
+16% +$68.1K 0.03% 412
2022
Q3 		$375K Buy
13,128
+581
+5% +$17.3K 0.02% 474
2022
Q2 		$356K Buy
12,547
+299
+2% +$9.16K 0.02% 499
2022
Q1 		$360K Buy
12,248
+632
+5% +$19.3K 0.02% 530
2021
Q4 		$309K Buy
11,616
+2,904
+33% +$80.5K 0.02% 586
2021
Q3 		$238K Buy
+8,712
New +$218K 0.01% 616

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CreativeOne Wealth's BP Position: Q1 2026 in Review

CreativeOne Wealth reduced its BP (BP) stake by 8.9% in Q1 2026, selling an estimated $47.7K and leaving 12,410 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #747.

CreativeOne Wealth first reported a position in BP in Q3 2021 and has held it in 16 quarters since. The position peaked at $693K in Q2 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • CreativeOne Wealth held 12,410 shares of BP worth $583K as of Q1 2026.
  • CreativeOne Wealth sold 1,218 BP shares in Q1 2026, an estimated $47.7K.
  • BP made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #747 holding.
  • CreativeOne Wealth first reported a position in BP in Q3 2021 and has held it in 16 quarters since.
  • CreativeOne Wealth's BP position peaked at $693K in Q2 2023.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.