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Cura Wealth Advisors’s BP BP Stock Holding History

Cura Wealth Advisors’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 		$1.02M Hold
27,613
– – 0.44% 38
2026
Q1 		$1.3M Hold
27,613
– – 0.58% 26
2025
Q4 		$959K Buy
27,613
+53
+0.2% +$1.86K 0.36% 38
2025
Q3 		$950K Sell
27,560
-8,445
-23% -$283K 0.36% 39
2025
Q2 		$1.08M Buy
36,005
+1,057
+3% +$31K 0.43% 33
2025
Q1 		$1.18M Buy
34,948
+4,550
+15% +$149K 0.48% 30
2024
Q4 		$899K Buy
+30,398
New +$913K 0.4% 36

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

Cura Wealth Advisors's BP Position: Q2 2026 in Review

Cura Wealth Advisors held its BP (BP) position steady in Q2 2026 at 27,613 shares worth $1.02M. The position accounts for 0.44% of the portfolio, ranked #38.

Cura Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Cura Wealth Advisors held 27,613 shares of BP worth $1.02M as of Q2 2026.
  • Cura Wealth Advisors left its BP share count unchanged in Q2 2026.
  • BP made up 0.44% of Cura Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Cura Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's BP position peaked at $1.3M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.