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Family Legacy Financial Solutions’s BHP BHP Stock Holding History

Family Legacy Financial Solutions’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-341
Closed -$19K – 68
2025
Q3 		$19K Buy
341
+7
+2% +$372 0.01% 136
2025
Q2 		$16.1K Buy
+334
New +$16.1K 0.01% 128

Other funds holding BHP

Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Family Legacy Financial Solutions's BHP Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of BHP (BHP) in Q4 2025, closing a stake of 341 shares — an estimated $19K sold.

Family Legacy Financial Solutions first reported a position in BHP in Q2 2025 and held it in 2 quarters. The position peaked at $19K in Q3 2025. 681 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 341 BHP shares in Q4 2025, an estimated $19K.
  • Family Legacy Financial Solutions first reported a position in BHP in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's BHP position peaked at $19K in Q3 2025.
  • 681 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.