FWA
BP icon

Flagship Wealth Advisors’s BP BP Stock Holding History

Flagship Wealth 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 		$38.2K Buy
1,033
+105
+11% +$4.61K 0.01% 298
2026
Q1 		$27.8K Sell
928
-124
-12% -$4.86K 0.01% 233
2025
Q4 		$36.5K Sell
1,052
-95
-8% -$3.33K 0.01% 245
2025
Q3 		$39.5K Buy
1,147
+219
+24% +$7.33K 0.01% 241
2025
Q2 		$27.8K Hold
928
– – 0.01% 248
2025
Q1 		$31.4K Hold
928
– – 0.01% 231
2024
Q4 		$27.4K Buy
+928
New +$27.9K 0.02% 230

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Flagship Wealth Advisors's BP Position: Q2 2026 in Review

Flagship Wealth Advisors increased its BP (BP) stake by 11% in Q2 2026, buying an estimated $4.61K and bringing the position to 1,033 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #298.

Flagship Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.5K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Flagship Wealth Advisors held 1,033 shares of BP worth $38.2K as of Q2 2026.
  • Flagship Wealth Advisors bought 105 BP shares in Q2 2026, an estimated $4.61K.
  • BP made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • Flagship Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's BP position peaked at $39.5K in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.