Diversify Advisory Services’s Bentley Systems BSY Stock Holding History

Diversify Advisory Services’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$758K	Buy	20,930 +327	+2%	+$11K	0.01%	763
2026 Q2	$695K	Buy	+20,603	New	+$670K	0.01%	769
2026 Q1	–	Sell	-11,924	Closed	-$467K	–	294
2025 Q4	$467K	Sell	11,924 -252	-2%	-$11.5K	0.01%	620
2025 Q3	$612K	Buy	+12,176	New	+$667K	0.02%	500
2024 Q4	–	Sell	-4,999	Closed	-$248K	–	626
2024 Q3	$248K	Sell	4,999 -2,658	-35%	-$131K	0.01%	548
2024 Q2	$366K	Sell	7,657 -10,908	-59%	-$566K	0.02%	451
2024 Q1	$935K	Buy	+18,565	New	+$934K	0.06%	265

Other funds holding BSY

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

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

Diversify Advisory Services increased its Bentley Systems (BSY) stake by 1.6% in Q3 2026, buying an estimated $11K and bringing the position to 20,930 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #763.

Diversify Advisory Services first reported a position in BSY in Q1 2024 and has held it in 7 quarters since. The position peaked at $935K in Q1 2024. 51 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

Diversify Advisory Services held 20,930 shares of Bentley Systems worth $758K as of Q3 2026.
Diversify Advisory Services bought 327 Bentley Systems shares in Q3 2026, an estimated $11K.
Bentley Systems made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #763 holding.
Diversify Advisory Services first reported a position in Bentley Systems in Q1 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Bentley Systems position peaked at $935K in Q1 2024.
51 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

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