Financial Guidance Group’s Bentley Systems BSY Stock Holding History

Financial Guidance Group’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,700	Closed	-$242K	–	90
2025 Q3	$242K	Hold	4,700	–	–	0.11%	79
2025 Q2	$254K	Sell	4,700 -1,334	-22%	-$61.7K	0.12%	74
2025 Q1	$237K	Sell	6,034 -2,166	-26%	-$96.7K	0.13%	67
2024 Q4	$383K	Sell	8,200 -600	-7%	-$29.3K	0.21%	55
2024 Q3	$447K	Sell	8,800 -1,500	-15%	-$73.8K	0.26%	52
2024 Q2	$508K	Hold	10,300	–	–	0.31%	46
2024 Q1	$538K	Sell	10,300 -1,800	-15%	-$90.6K	0.35%	38
2023 Q4	$631K	Sell	12,100 -746	-6%	-$38.3K	0.44%	32
2023 Q3	$644K	Sell	12,846 -725	-5%	-$36.5K	0.48%	28
2023 Q2	$736K	Sell	13,571 -1,530	-10%	-$71.4K	0.54%	27
2023 Q1	$649K	Sell	15,101 -1,772	-11%	-$70.4K	0.49%	26
2022 Q4	$624K	Hold	16,873	–	–	0.51%	27
2022 Q3	$516K	Hold	16,873	–	–	0.41%	28
2022 Q2	$562K	Sell	16,873 -5,575	-25%	-$205K	0.44%	26
2022 Q1	$992K	Buy	+22,448	New	+$896K	0.68%	24

Other funds holding BSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Financial Guidance Group's BSY Position: Q4 2025 in Review

Financial Guidance Group sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 4,700 shares — an estimated $242K sold.

Financial Guidance Group first reported a position in BSY in Q1 2022 and held it in 15 quarters. The position peaked at $992K in Q1 2022. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

Financial Guidance Group reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
Financial Guidance Group sold 4,700 Bentley Systems shares in Q4 2025, an estimated $242K.
Financial Guidance Group first reported a position in Bentley Systems in Q1 2022 and held it in 15 quarters.
Financial Guidance Group's Bentley Systems position peaked at $992K in Q1 2022.
489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Financial Guidance Group's 13F filing for Q4 2025, filed 26 Jan 2026.