Diversify Wealth Management’s Bentley Systems BSY Stock Holding History

Diversify Wealth Management’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 Q2	$695K	Sell	20,603 -753	-4%	-$24.5K	0.01%	769
2026 Q1	$701K	Buy	21,356 +6,531	+44%	+$240K	0.01%	708
2025 Q4	$585K	Sell	14,825 -6,377	-30%	-$291K	0.03%	407
2025 Q3	$1.07M	Sell	21,202 -50	-0.2%	-$2.74K	0.06%	267
2025 Q2	$1.11M	Buy	21,252 +1,357	+7%	+$62.8K	0.07%	255
2025 Q1	$858K	Sell	19,895 -3,025	-13%	-$135K	0.06%	266
2024 Q4	$1.05M	Buy	22,920 +2,728	+14%	+$133K	0.08%	210
2024 Q3	$993K	Buy	20,192 +428	+2%	+$21.1K	0.1%	195
2024 Q2	$885K	Buy	+19,764	New	+$1.03M	0.11%	177

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Diversify Wealth Management's BSY Position: Q2 2026 in Review

Diversify Wealth Management reduced its Bentley Systems (BSY) stake by 3.5% in Q2 2026, selling an estimated $24.5K and leaving 20,603 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #769.

Diversify Wealth Management first reported a position in BSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Diversify Wealth Management held 20,603 shares of Bentley Systems worth $695K as of Q2 2026.
Diversify Wealth Management sold 753 Bentley Systems shares in Q2 2026, an estimated $24.5K.
Bentley Systems made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #769 holding.
Diversify Wealth Management first reported a position in Bentley Systems in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Bentley Systems position peaked at $1.11M in Q2 2025.
398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.