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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Flagship Wealth Advisors's BP Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its BP (BP) stake by 12% in Q1 2026, selling an estimated $4.86K and leaving 928 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #233.

Flagship Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.5K in Q3 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Flagship Wealth Advisors held 928 shares of BP worth $27.8K as of Q1 2026.
  • Flagship Wealth Advisors sold 124 BP shares in Q1 2026, an estimated $4.86K.
  • BP made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #233 holding.
  • Flagship Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's BP position peaked at $39.5K in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.