Fiduciary Alliance
BP icon

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
Q3 		$239K Buy
+5,435
New +$233K 0.02% 453
2026
Q2 		– Sell
-5,415
Closed -$250K – 541
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Fiduciary Alliance's BP Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in BP (BP) in Q3 2026: 5,435 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in BP as recently as Q1 2026.

Fiduciary Alliance first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $777K in Q3 2025. 397 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Fiduciary Alliance held 5,435 shares of BP worth $239K as of Q3 2026.
  • BP was a new Fiduciary Alliance position in Q3 2026.
  • BP made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #453 holding.
  • Fiduciary Alliance first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's BP position peaked at $777K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.