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Dynasty Wealth Management’s Bentley Systems BSY Stock Holding History

Dynasty 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
2025
Q4 		– Sell
-5,006
Closed -$258K – 337
2025
Q3 		$258K Buy
+5,006
New +$274K ﹤0.01% 279
2024
Q2 		– Sell
-4,174
Closed -$218K – 248
2024
Q1 		$218K Buy
+4,174
New +$210K 0.01% 245

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Dynasty Wealth Management's BSY Position: Q4 2025 in Review

Dynasty Wealth Management sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 5,006 shares — an estimated $258K sold.

Dynasty Wealth Management first reported a position in BSY in Q1 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Dynasty Wealth Management reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,006 Bentley Systems shares in Q4 2025, an estimated $258K.
  • Dynasty Wealth Management first reported a position in Bentley Systems in Q1 2024 and held it in 2 quarters.
  • Dynasty Wealth Management's Bentley Systems position peaked at $258K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.