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Daymark Wealth Partners’s BP BP Stock Holding History

Daymark 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 		$549K Sell
11,676
-3,008
-20% -$118K 0.02% 404
2025
Q4 		$510K Buy
14,684
+1,380
+10% +$48.4K 0.02% 389
2025
Q3 		$458K Buy
13,304
+140
+1% +$4.69K 0.02% 397
2025
Q2 		$394K Sell
13,164
-96
-0.7% -$2.82K 0.02% 400
2025
Q1 		$448K Buy
13,260
+581
+5% +$19K 0.02% 344
2024
Q4 		$375K Sell
12,679
-2,651
-17% -$79.6K 0.02% 373
2024
Q3 		$481K Sell
15,330
-1,091
-7% -$36.9K 0.02% 339
2024
Q2 		$593K Buy
16,421
+2,185
+15% +$81.9K 0.03% 302
2024
Q1 		$536K Sell
14,236
-96
-0.7% -$3.44K 0.03% 260
2023
Q4 		$507K Buy
14,332
+691
+5% +$25.3K 0.03% 255
2023
Q3 		$528K Sell
13,641
-45
-0.3% -$1.67K 0.04% 233
2023
Q2 		$483K Buy
+13,686
New +$506K 0.04% 242

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

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

Daymark Wealth Partners reduced its BP (BP) stake by 20% in Q1 2026, selling an estimated $118K and leaving 11,676 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #404.

Daymark Wealth Partners first reported a position in BP in Q2 2023 and has held it in 12 quarters since. The position peaked at $593K in Q2 2024. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Daymark Wealth Partners held 11,676 shares of BP worth $549K as of Q1 2026.
  • Daymark Wealth Partners sold 3,008 BP shares in Q1 2026, an estimated $118K.
  • BP made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #404 holding.
  • Daymark Wealth Partners first reported a position in BP in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's BP position peaked at $593K in Q2 2024.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.