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Elevation Wealth Partners’s Bentley Systems BSY Stock Holding History

Elevation Wealth Partners’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 		$1.11K Sell
37
-135
-78% -$4.39K ﹤0.01% 1252
2026
Q1 		$6.04K Buy
+172
New +$6.32K ﹤0.01% 656
2025
Q4 		– Sell
-23
Closed -$1.19K – 964
2025
Q3 		$1.19K Buy
+23
New +$1.26K ﹤0.01% 731

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Elevation Wealth Partners's BSY Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Bentley Systems (BSY) stake by 78% in Q2 2026, selling an estimated $4.39K and leaving 37 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Elevation Wealth Partners first reported a position in BSY in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.04K in Q1 2026. 105 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Elevation Wealth Partners held 37 shares of Bentley Systems worth $1.11K as of Q2 2026.
  • Elevation Wealth Partners sold 135 Bentley Systems shares in Q2 2026, an estimated $4.39K.
  • Bentley Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1252 holding.
  • Elevation Wealth Partners first reported a position in Bentley Systems in Q3 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Bentley Systems position peaked at $6.04K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.