Elevated Capital Advisors
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Elevated Capital Advisors’s BHP BHP Stock Holding History

Elevated Capital Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.31K Hold
39
– – ﹤0.01% 603
2026
Q2 		$3.25K Hold
39
– – ﹤0.01% 607
2026
Q1 		$2.84K Hold
39
– – ﹤0.01% 613
2025
Q4 		$2.35K Buy
+39
New +$2.22K ﹤0.01% 603

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Elevated Capital Advisors's BHP Position: Q3 2026 in Review

Elevated Capital Advisors held its BHP (BHP) position steady in Q3 2026 at 39 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Elevated Capital Advisors first reported a position in BHP in Q4 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Elevated Capital Advisors held 39 shares of BHP worth $3.31K as of Q3 2026.
  • Elevated Capital Advisors left its BHP share count unchanged in Q3 2026.
  • BHP made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #603 holding.
  • Elevated Capital Advisors first reported a position in BHP in Q4 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.