Empire Financial Management Company’s BP BP Stock Holding History

Empire Financial Management Company’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 Q1	$373K	Hold	7,937	–	–	0.08%	173
2025 Q4	$276K	Hold	7,937	–	–	0.06%	187
2025 Q3	$274K	Hold	7,937	–	–	0.06%	186
2025 Q2	$238K	Sell	7,937 -100	-1%	-$2.93K	0.07%	184
2025 Q1	$272K	Hold	8,037	–	–	0.08%	178
2024 Q4	$238K	Hold	8,037	–	–	0.07%	183
2024 Q3	$252K	Hold	8,037	–	–	0.08%	186
2024 Q2	$290K	Hold	8,037	–	–	0.1%	174
2024 Q1	$303K	Buy	8,037 +100	+1%	+$3.59K	0.1%	175
2023 Q4	$281K	Hold	7,937	–	–	0.11%	168
2023 Q3	$307K	Hold	7,937	–	–	0.13%	157
2023 Q2	$280K	Hold	7,937	–	–	0.11%	171
2023 Q1	$301K	Buy	+7,937	New	+$297K	0.12%	161

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Empire Financial Management Company's BP Position: Q1 2026 in Review

Empire Financial Management Company held its BP (BP) position steady in Q1 2026 at 7,937 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #173.

Empire Financial Management Company first reported a position in BP in Q1 2023 and has held it in 13 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Empire Financial Management Company held 7,937 shares of BP worth $373K as of Q1 2026.
Empire Financial Management Company left its BP share count unchanged in Q1 2026.
BP made up 0.08% of Empire Financial Management Company's portfolio in Q1 2026, its #173 holding.
Empire Financial Management Company first reported a position in BP in Q1 2023 and has held it in 13 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.