EWP
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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
Q3 		$64 Sell
2
-35
-95% -$1.18K ﹤0.01% 1335
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's BSY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Bentley Systems (BSY) stake by 95% in Q3 2026, selling an estimated $1.18K and leaving 2 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Elevation Wealth Partners first reported a position in BSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.04K in Q1 2026. 12 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Elevation Wealth Partners held 2 shares of Bentley Systems worth $64 as of Q3 2026.
  • Elevation Wealth Partners sold 35 Bentley Systems shares in Q3 2026, an estimated $1.18K.
  • Bentley Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1335 holding.
  • Elevation Wealth Partners first reported a position in Bentley Systems in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Bentley Systems position peaked at $6.04K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.