Empower Advisory Group’s Bentley Systems BSY Stock Holding History

Empower Advisory Group’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	-18,416	Closed	-$948K	–	506
2025 Q3	$948K	Sell	18,416 -991	-5%	-$54.3K	﹤0.01%	257
2025 Q2	$1.05M	Hold	19,407	–	–	﹤0.01%	239
2025 Q1	$763K	Sell	19,407 -3	-0%	-$134	﹤0.01%	264
2024 Q4	$906K	Sell	19,410 -2	-0%	-$98	﹤0.01%	247
2024 Q3	$986K	Sell	19,412 -6,185	-24%	-$304K	﹤0.01%	233
2024 Q2	$1.26M	Buy	25,597 +20	+0.1%	+$1.04K	﹤0.01%	213
2024 Q1	$1.34M	Sell	25,577 -133	-0.5%	-$6.69K	0.01%	215
2023 Q4	$1.34M	Buy	25,710 +5,366	+26%	+$276K	0.01%	221
2023 Q3	$1.02M	Buy	20,344 +7,336	+56%	+$369K	﹤0.01%	230
2023 Q2	$705K	Sell	13,008 -34	-0.3%	-$1.59K	﹤0.01%	263
2023 Q1	$564K	Buy	+13,042	New	+$518K	﹤0.01%	292

Other funds holding BSY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Empower Advisory Group's BSY Position: Q4 2025 in Review

Empower Advisory Group sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 18,416 shares — an estimated $948K sold.

Empower Advisory Group first reported a position in BSY in Q1 2023 and held it in 11 quarters. The position peaked at $1.34M in Q4 2023. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

Empower Advisory Group reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
Empower Advisory Group sold 18,416 Bentley Systems shares in Q4 2025, an estimated $948K.
Empower Advisory Group first reported a position in Bentley Systems in Q1 2023 and held it in 11 quarters.
Empower Advisory Group's Bentley Systems position peaked at $1.34M in Q4 2023.
489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.