Focus Partners Wealth
BP icon

Focus Partners Wealth’s BP BP Stock Holding History

Focus Partners Wealth’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 		$11.9M Buy
321,894
+832
+0.3% +$36.5K 0.01% 661
2026
Q1 		$15.8M Buy
321,062
+23,992
+8% +$940K 0.02% 577
2025
Q4 		$10.3M Buy
297,070
+35,698
+14% +$1.25M 0.01% 686
2025
Q3 		$9.01M Buy
261,372
+18,313
+8% +$613K 0.01% 585
2025
Q2 		$7.27M Buy
243,059
+484
+0.2% +$14.2K 0.02% 569
2025
Q1 		$8.2M Sell
242,575
-1,017
-0.4% -$33.2K 0.02% 510
2024
Q4 		$7.2M Buy
243,592
+87,473
+56% +$2.63M 0.02% 537
2024
Q3 		$4.9M Sell
156,119
-33,454
-18% -$1.13M 0.02% 567
2024
Q2 		$6.84M Buy
189,573
+8,851
+5% +$332K 0.02% 438
2024
Q1 		$6.81M Buy
180,722
+15,074
+9% +$540K 0.06% 270
2023
Q4 		$5.86M Buy
+165,648
New +$6.07M 0.08% 213

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 $3.37T AUM 44.26% 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

Focus Partners Wealth's BP Position: Q2 2026 in Review

Focus Partners Wealth increased its BP (BP) stake by 0.26% in Q2 2026, buying an estimated $36.5K and bringing the position to 321,894 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #661.

Focus Partners Wealth first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Focus Partners Wealth held 321,894 shares of BP worth $11.9M as of Q2 2026.
  • Focus Partners Wealth bought 832 BP shares in Q2 2026, an estimated $36.5K.
  • BP made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #661 holding.
  • Focus Partners Wealth first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's BP position peaked at $15.8M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.