EWA
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EP Wealth Advisors’s Bentley Systems BSY Stock Holding History

EP Wealth Advisors’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
Q2 		$660K Buy
+12,229
New +$566K ﹤0.01% 677
2024
Q1 		– Sell
-5,212
Closed -$272K – 840
2023
Q4 		$272K Sell
5,212
-989
-16% -$50.8K ﹤0.01% 642
2023
Q3 		$311K Sell
6,201
-1,854
-23% -$93.3K ﹤0.01% 552
2023
Q2 		$499K Hold
8,055
– – 0.01% 464
2023
Q1 		$403K Sell
8,055
-8,232
-51% -$327K 0.01% 434
2022
Q4 		$602K Sell
16,287
-6,286
-28% -$228K 0.01% 349
2022
Q3 		$691K Buy
22,573
+55
+0.2% +$2.01K 0.02% 262
2022
Q2 		$750K Sell
22,518
-102
-0.5% -$3.75K 0.02% 304
2022
Q1 		$999K Hold
22,620
– – 0.02% 273
2021
Q4 		$1.09M Sell
22,620
-6,000
-21% -$324K 0.03% 247
2021
Q3 		$1.74M Hold
28,620
– – 0.05% 183
2021
Q2 		$1.85M Buy
+28,620
New +$1.57M 0.05% 184

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return