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 Q2	–	Sell	-5,499	Closed	-$258K	–	96
2026 Q1	$258K	Buy	+5,499	New	+$215K	0.03%	83

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Plan Inc's BP Position: Q2 2026 in Review

Financial Plan Inc sold out of BP (BP) in Q2 2026, closing a stake of 5,499 shares — an estimated $258K sold.

Financial Plan Inc first reported a position in BP in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Financial Plan Inc reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Financial Plan Inc sold 5,499 BP shares in Q2 2026, an estimated $258K.
Financial Plan Inc first reported a position in BP in Q1 2026 and held it in 1 quarter.
Financial Plan Inc's BP position peaked at $258K in Q1 2026.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.