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Financial Life Planners’s BP BP Stock Holding History

Financial Life Planners’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 		$31.2K Buy
845
+11
+1% +$483 0.02% 154
2026
Q1 		$39.2K Buy
+834
New +$32.7K 0.03% 136
2025
Q4 		– Sell
-814
Closed -$28K – 99
2025
Q3 		$28K Buy
+814
New +$27.3K 0.02% 170
2025
Q1 		– Sell
-779
Closed -$23K – 128
2024
Q4 		$23K Buy
+779
New +$23.4K 0.02% 190

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

Financial Life Planners's BP Position: Q2 2026 in Review

Financial Life Planners increased its BP (BP) stake by 1.3% in Q2 2026, buying an estimated $483 and bringing the position to 845 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #154.

Financial Life Planners first reported a position in BP in Q4 2024 and has held it in 4 quarters since. The position peaked at $39.2K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Financial Life Planners held 845 shares of BP worth $31.2K as of Q2 2026.
  • Financial Life Planners bought 11 BP shares in Q2 2026, an estimated $483.
  • BP made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #154 holding.
  • Financial Life Planners first reported a position in BP in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's BP position peaked at $39.2K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.