Diversify Wealth Management’s BP BP Stock Holding History

Diversify Wealth Management’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	$342K	Buy	+7,301	New	+$286K	0.01%	924

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Diversify Wealth Management's BP Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in BP (BP) in Q1 2026: 7,301 shares worth $342K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings.

1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Diversify Wealth Management held 7,301 shares of BP worth $342K as of Q1 2026.
BP was a new Diversify Wealth Management position in Q1 2026.
BP made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #924 holding.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.