Equitable Trust’s Bentley Systems BSY Stock Holding History

Equitable Trust’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	–	Sell	-9,910	Closed	-$390K	–	437
2025 Q1	$390K	Hold	9,910	–	–	0.02%	356
2024 Q4	$463K	Buy	+9,910	New	+$483K	0.03%	333

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Equitable Trust's BSY Position: Q2 2025 in Review

Equitable Trust sold out of Bentley Systems (BSY) in Q2 2025, closing a stake of 9,910 shares — an estimated $390K sold.

Equitable Trust first reported a position in BSY in Q4 2024 and held it in 2 quarters. The position peaked at $463K in Q4 2024. 454 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

Equitable Trust reported no remaining Bentley Systems position as of Q2 2025 after selling out during the quarter.
Equitable Trust sold 9,910 Bentley Systems shares in Q2 2025, an estimated $390K.
Equitable Trust first reported a position in Bentley Systems in Q4 2024 and held it in 2 quarters.
Equitable Trust's Bentley Systems position peaked at $463K in Q4 2024.
454 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.