Financial Plan Inc’s BP BP Stock Holding History

Financial Plan Inc’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 Q1	$258K	Buy	+5,499	New	+$215K	0.03%	83

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Plan Inc's BP Position: Q1 2026 in Review

Financial Plan Inc opened a new position in BP (BP) in Q1 2026: 5,499 shares worth $258K. The stake represents 0.03% of the portfolio and ranks #83 among its holdings.

1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Financial Plan Inc held 5,499 shares of BP worth $258K as of Q1 2026.
BP was a new Financial Plan Inc position in Q1 2026.
BP made up 0.03% of Financial Plan Inc's portfolio in Q1 2026, its #83 holding.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.