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EverSource Wealth Advisors’s Bentley Systems BSY Stock Holding History

EverSource 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
2026
Q2 		$32K Sell
1,072
-1,019
-49% -$33.1K ﹤0.01% 2093
2026
Q1 		$73.4K Sell
2,091
-1,692
-45% -$62.2K ﹤0.01% 1622
2025
Q4 		$144K Sell
3,783
-1,055
-22% -$48.1K 0.01% 1118
2025
Q3 		$249K Sell
4,838
-2,546
-34% -$139K 0.01% 799
2025
Q2 		$399K Sell
7,384
-2,781
-27% -$129K 0.02% 537
2025
Q1 		$400K Buy
10,165
+130
+1% +$5.8K 0.02% 438
2024
Q4 		$469K Buy
10,035
+317
+3% +$15.5K 0.03% 388
2024
Q3 		$494K Buy
9,718
+150
+2% +$7.38K 0.03% 327
2024
Q2 		$466K Sell
9,568
-95
-1% -$4.93K 0.03% 333
2024
Q1 		$508K Buy
9,663
+85
+0.9% +$4.28K 0.04% 266
2023
Q4 		$500K Sell
9,578
-20
-0.2% -$1.03K 0.05% 247
2023
Q3 		$481K Sell
9,598
-242
-2% -$12.2K 0.05% 234
2023
Q2 		$534K Sell
9,840
-100
-1% -$4.67K 0.06% 222
2023
Q1 		$427K Sell
9,940
-5
-0.1% -$199 0.05% 242
2022
Q4 		$368K Sell
9,945
-7,356
-43% -$267K 0.06% 244
2022
Q3 		$529K Sell
17,301
-2,082
-11% -$76.1K 0.12% 164
2022
Q2 		$646K Buy
19,383
+5,032
+35% +$185K 0.17% 116
2022
Q1 		$634K Buy
14,351
+9,048
+171% +$361K 0.16% 123
2021
Q4 		$256K Buy
+5,303
New +$287K 0.07% 189

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EverSource Wealth Advisors's BSY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bentley Systems (BSY) stake by 49% in Q2 2026, selling an estimated $33.1K and leaving 1,072 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

EverSource Wealth Advisors first reported a position in BSY in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q2 2022. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • EverSource Wealth Advisors held 1,072 shares of Bentley Systems worth $32K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,019 Bentley Systems shares in Q2 2026, an estimated $33.1K.
  • Bentley Systems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2093 holding.
  • EverSource Wealth Advisors first reported a position in Bentley Systems in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Bentley Systems position peaked at $646K in Q2 2022.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.