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Fiduciary Alliance’s BP BP Stock Holding History

Fiduciary Alliance’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
Q1 		$250K Sell
5,415
-16,736
-76% -$656K 0.02% 485
2025
Q4 		$769K Sell
22,151
-389
-2% -$13.6K 0.05% 271
2025
Q3 		$777K Buy
22,540
+1,004
+5% +$33.6K 0.05% 266
2025
Q2 		$645K Buy
21,536
+3,159
+17% +$92.7K 0.05% 284
2025
Q1 		$621K Sell
18,377
-40
-0.2% -$1.31K 0.06% 226
2024
Q4 		$544K Sell
18,417
-266
-1% -$7.99K 0.06% 227
2024
Q3 		$586K Buy
18,683
+1,900
+11% +$64.3K 0.08% 141
2024
Q2 		$617K Buy
16,783
+199
+1% +$7.46K 0.1% 112
2024
Q1 		$629K Buy
16,584
+189
+1% +$6.78K 0.11% 109
2023
Q4 		$580K Buy
16,395
+200
+1% +$7.32K 0.11% 104
2023
Q3 		$627K Buy
16,195
+181
+1% +$6.72K 0.14% 90
2023
Q2 		$565K Buy
16,014
+335
+2% +$12.4K 0.12% 96
2023
Q1 		$595K Hold
15,679
– – 0.15% 82
2022
Q4 		$548K Buy
+15,679
New +$522K 0.14% 83

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fiduciary Alliance's BP Position: Q1 2026 in Review

Fiduciary Alliance reduced its BP (BP) stake by 76% in Q1 2026, selling an estimated $656K and leaving 5,415 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #485.

Fiduciary Alliance first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $777K in Q3 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Fiduciary Alliance held 5,415 shares of BP worth $250K as of Q1 2026.
  • Fiduciary Alliance sold 16,736 BP shares in Q1 2026, an estimated $656K.
  • BP made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #485 holding.
  • Fiduciary Alliance first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's BP position peaked at $777K in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.