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Cyndeo Wealth Partners’s BP BP Stock Holding History

Cyndeo Wealth Partners’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 		$2.3M Buy
48,953
+368
+0.8% +$14.4K 0.12% 160
2025
Q4 		$1.69M Sell
48,585
-60
-0.1% -$2.1K 0.09% 187
2025
Q3 		$1.68M Buy
48,645
+21,948
+82% +$735K 0.09% 181
2025
Q2 		$799K Sell
26,697
-135
-0.5% -$3.96K 0.05% 253
2025
Q1 		$907K Sell
26,832
-1,260
-4% -$41.1K 0.06% 228
2024
Q4 		$830K Sell
28,092
-13,433
-32% -$404K 0.06% 235
2024
Q3 		$1.3M Sell
41,525
-124,449
-75% -$4.21M 0.09% 190
2024
Q2 		$5.99M Buy
165,974
+125,597
+311% +$4.71M 0.47% 61
2024
Q1 		$1.52M Buy
40,377
+1,885
+5% +$67.6K 0.13% 172
2023
Q4 		$1.36M Sell
38,492
-64
-0.2% -$2.34K 0.13% 167
2023
Q3 		$1.49M Buy
38,556
+48
+0.1% +$1.78K 0.16% 148
2023
Q2 		$1.36M Buy
38,508
+10,532
+38% +$390K 0.14% 151
2023
Q1 		$1.06M Buy
27,976
+2,248
+9% +$84K 0.11% 170
2022
Q4 		$899K Buy
+25,728
New +$856K 0.11% 177

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

Cyndeo Wealth Partners's BP Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its BP (BP) stake by 0.76% in Q1 2026, buying an estimated $14.4K and bringing the position to 48,953 shares worth $2.3M. The position accounts for 0.12% of the portfolio, ranked #160.

Cyndeo Wealth Partners first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.99M in Q2 2024. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Cyndeo Wealth Partners held 48,953 shares of BP worth $2.3M as of Q1 2026.
  • Cyndeo Wealth Partners bought 368 BP shares in Q1 2026, an estimated $14.4K.
  • BP made up 0.12% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • Cyndeo Wealth Partners first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's BP position peaked at $5.99M in Q2 2024.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.