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Fiduciary Group’s BP BP Stock Holding History

Fiduciary Group’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
-4,934
Closed -$232K – 306
2026
Q1 		$232K Buy
+4,934
New +$193K 0.02% 280
2017
Q2 		– Sell
-9,281
Closed -$279K – 179
2017
Q1 		$279K Sell
9,281
-1,002
-10% -$30.5K 0.07% 149
2016
Q4 		$329K Sell
10,283
-1,215
-11% -$36.6K 0.09% 139
2016
Q3 		$340K Sell
11,498
-713
-6% -$20.7K 0.09% 137
2016
Q2 		$365K Sell
12,211
-172
-1% -$4.63K 0.1% 134
2016
Q1 		$314K Hold
12,383
– – 0.09% 144
2015
Q4 		$326K Sell
12,383
-16,306
-57% -$464K 0.1% 142
2015
Q3 		$738K Sell
28,689
-1,063
-4% -$31.2K 0.25% 104
2015
Q2 		$1M Buy
+29,752
New +$1.04M 0.31% 95

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 Group's BP Position: Q2 2026 in Review

Fiduciary Group sold out of BP (BP) in Q2 2026, closing a stake of 4,934 shares — an estimated $232K sold.

Fiduciary Group first reported a position in BP in Q2 2015 and held it in 9 quarters. The position peaked at $1M in Q2 2015. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Fiduciary Group reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Group sold 4,934 BP shares in Q2 2026, an estimated $232K.
  • Fiduciary Group first reported a position in BP in Q2 2015 and held it in 9 quarters.
  • Fiduciary Group's BP position peaked at $1M in Q2 2015.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.