Financial Partners Group (Tennessee)’s BP BP Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$2.55M	Sell	85,317 -56	-0.1%	-$1.64K	0.92%	27
2025 Q1	$2.88M	Sell	85,373 -17,097	-17%	-$558K	1.25%	22
2024 Q4	$3.03M	Buy	102,470 +13,694	+15%	+$411K	1.26%	22
2024 Q3	$2.79M	Buy	88,776 +5,139	+6%	+$174K	1.05%	26
2024 Q2	$3.02M	Sell	83,637 -4,526	-5%	-$170K	1.17%	26
2024 Q1	$3.32M	Buy	88,163 +1,105	+1%	+$39.6K	1.29%	24
2023 Q4	$3.08M	Buy	87,058 +2,658	+3%	+$97.3K	1.39%	22
2023 Q3	$3.27M	Buy	84,400 +7,229	+9%	+$268K	1.57%	23
2023 Q2	$2.72M	Sell	77,171 -9,848	-11%	-$364K	1.37%	24
2023 Q1	$3.3M	Sell	87,019 -2,016	-2%	-$75.3K	1.73%	21
2022 Q4	$3.11M	Buy	+89,035	New	+$2.96M	1.84%	19

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Partners Group (Tennessee)'s BP Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its BP (BP) stake by 0.07% in Q2 2025, selling an estimated $1.64K and leaving 85,317 shares worth $2.55M. The position accounts for 0.92% of the portfolio, ranked #27.

Financial Partners Group (Tennessee) first reported a position in BP in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.32M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Financial Partners Group (Tennessee) held 85,317 shares of BP worth $2.55M as of Q2 2025.
Financial Partners Group (Tennessee) sold 56 BP shares in Q2 2025, an estimated $1.64K.
BP made up 0.92% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #27 holding.
Financial Partners Group (Tennessee) first reported a position in BP in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s BP position peaked at $3.32M in Q1 2024.
1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.