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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fiduciary Alliance's BP Position: Q2 2026 in Review

Fiduciary Alliance sold out of BP (BP) in Q2 2026, closing a stake of 5,415 shares — an estimated $250K sold.

Fiduciary Alliance first reported a position in BP in Q4 2022 and held it in 14 quarters. The position peaked at $777K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Fiduciary Alliance reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 5,415 BP shares in Q2 2026, an estimated $250K.
  • Fiduciary Alliance first reported a position in BP in Q4 2022 and held it in 14 quarters.
  • Fiduciary Alliance's BP position peaked at $777K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.