Downshift Financial’s BP BP Stock Holding History

Downshift Financial’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	$2.61K	Buy	+59	New	+$2.53K	﹤0.01%	446

Other funds holding BP

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Downshift Financial's BP Position: Q3 2026 in Review

Downshift Financial opened a new position in BP (BP) in Q3 2026: 59 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings.

277 funds tracked by Wall St. Rank hold BP as of Q3 2026.

Downshift Financial held 59 shares of BP worth $2.61K as of Q3 2026.
BP was a new Downshift Financial position in Q3 2026.
BP made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #446 holding.
277 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.