Ethic Inc’s BP BP Stock Holding History

Ethic Inc’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 Q2	$891K	Buy	24,120 +2,433	+11%	+$107K	0.01%	740
2026 Q1	$1.02M	Sell	21,687 -564	-3%	-$22.1K	0.02%	652
2025 Q4	$773K	Buy	22,251 +966	+5%	+$33.9K	0.01%	714
2025 Q3	$733K	Buy	21,285 +2,032	+11%	+$68.1K	0.01%	727
2025 Q2	$584K	Buy	19,253 +4,699	+32%	+$138K	0.01%	765
2025 Q1	$492K	Buy	14,554 +2,762	+23%	+$90.2K	0.01%	795
2024 Q4	$349K	Sell	11,792 -2,409	-17%	-$72.4K	0.01%	895
2024 Q3	$535K	Buy	14,201 +1,026	+8%	+$34.7K	0.01%	746
2024 Q2	$476K	Sell	13,175 -1,026	-7%	-$38.4K	0.01%	777
2024 Q1	$535K	Buy	14,201 +1,465	+12%	+$52.5K	0.01%	745
2023 Q4	$451K	Buy	12,736 +5,950	+88%	+$218K	0.01%	767
2023 Q3	$263K	Buy	+6,786	New	+$252K	0.01%	849
2023 Q2	–	Sell	-5,360	Closed	-$203K	–	978
2023 Q1	$203K	Buy	+5,360	New	+$200K	0.01%	892

Other funds holding BP

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Ethic Inc's BP Position: Q2 2026 in Review

Ethic Inc increased its BP (BP) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 24,120 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #740.

Ethic Inc first reported a position in BP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2026. 453 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Ethic Inc held 24,120 shares of BP worth $891K as of Q2 2026.
Ethic Inc bought 2,433 BP shares in Q2 2026, an estimated $107K.
BP made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #740 holding.
Ethic Inc first reported a position in BP in Q1 2023 and has held it in 13 quarters since.
Ethic Inc's BP position peaked at $1.02M in Q1 2026.
453 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.