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 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 $295B AUM 31.6% 1-Year Est. Return

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 $2.9T AUM 29.55% 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 $5.72T AUM 30.48% 1-Year Est. Return

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

First Foundation Advisors's BP Position: Q1 2026 in Review

First Foundation Advisors opened a new position in BP (BP) in Q1 2026: 4,956 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in BP as recently as Q4 2019.

First Foundation Advisors first reported a position in BP in Q3 2013 and has held it in 14 quarters since. The position peaked at $667K in Q2 2016. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

First Foundation Advisors held 4,956 shares of BP worth $233K as of Q1 2026.
BP was a new First Foundation Advisors position in Q1 2026.
BP made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #310 holding.
First Foundation Advisors first reported a position in BP in Q3 2013 and has held it in 14 quarters since.
First Foundation Advisors's BP position peaked at $667K in Q2 2016.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.