Diversify Advisory Services
BP icon

Diversify Advisory Services’s BP BP Stock Holding History

Diversify Advisory Services’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
Q3 		$542K Sell
11,186
-1,471
-12% -$63.1K 0.01% 887
2026
Q2 		$536K Buy
+12,657
New +$555K 0.01% 838
2024
Q3 		– Sell
-7,546
Closed -$263K – 641
2024
Q2 		$263K Buy
+7,546
New +$283K 0.01% 541

Other funds holding BP

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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Diversify Advisory Services's BP Position: Q3 2026 in Review

Diversify Advisory Services reduced its BP (BP) stake by 12% in Q3 2026, selling an estimated $63.1K and leaving 11,186 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #887.

Diversify Advisory Services first reported a position in BP in Q2 2024 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Diversify Advisory Services held 11,186 shares of BP worth $542K as of Q3 2026.
  • Diversify Advisory Services sold 1,471 BP shares in Q3 2026, an estimated $63.1K.
  • BP made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #887 holding.
  • Diversify Advisory Services first reported a position in BP in Q2 2024 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.