First Foundation Advisors’s BP BP Stock Holding History

First Foundation Advisors’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	-4,956	Closed	-$233K	–	356
2026 Q1	$233K	Buy	+4,956	New	+$194K	0.01%	310
2020 Q1	–	Sell	-5,994	Closed	-$226K	–	342
2019 Q4	$226K	Buy	5,994 +275	+5%	+$10.4K	0.01%	325
2019 Q3	$217K	Sell	5,719 -182	-3%	-$6.94K	0.01%	329
2019 Q2	$242K	Sell	5,901 -1,491	-20%	-$62.5K	0.01%	305
2019 Q1	$318K	Buy	7,392 +1,302	+21%	+$53.4K	0.02%	257
2018 Q4	$224K	Buy	6,090 +826	+16%	+$33K	0.01%	342
2018 Q3	$232K	Buy	+5,264	New	+$220K	0.01%	316
2016 Q4	–	Sell	-7,391	Closed	-$219K	–	312
2016 Q3	$219K	Sell	7,391 -14,924	-67%	-$433K	0.02%	265
2016 Q2	$667K	Buy	22,315 +10,652	+91%	+$287K	0.05%	165
2016 Q1	$296K	Buy	+11,663	New	+$294K	0.02%	231
2015 Q1	–	Sell	-6,937	Closed	-$219K	–	245
2014 Q4	$219K	Buy	+6,937	New	+$233K	0.02%	210
2014 Q3	–	Sell	-5,380	Closed	-$232K	–	243
2014 Q2	$232K	Buy	5,380 +6	+0.1%	+$247	0.03%	191
2014 Q1	$211K	Buy	+5,374	New	+$212K	0.03%	170
2013 Q4	–	Sell	-6,730	Closed	-$231K	–	198
2013 Q3	$231K	Buy	+6,730	New	+$231K	0.04%	145

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 $3.37T AUM 44.26% 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

First Foundation Advisors's BP Position: Q2 2026 in Review

First Foundation Advisors sold out of BP (BP) in Q2 2026, closing a stake of 4,956 shares — an estimated $233K sold.

First Foundation Advisors first reported a position in BP in Q3 2013 and held it in 14 quarters. The position peaked at $667K in Q2 2016. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

First Foundation Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
First Foundation Advisors sold 4,956 BP shares in Q2 2026, an estimated $233K.
First Foundation Advisors first reported a position in BP in Q3 2013 and held it in 14 quarters.
First Foundation Advisors's BP position peaked at $667K in Q2 2016.
1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.