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
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 $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

Focus Partners Wealth's BP Position: Q1 2026 in Review

Focus Partners Wealth increased its BP (BP) stake by 8.1% in Q1 2026, buying an estimated $940K and bringing the position to 321,062 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #577.

Focus Partners Wealth first reported a position in BP in Q4 2023 and has held it in 10 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Focus Partners Wealth held 321,062 shares of BP worth $15.8M as of Q1 2026.
  • Focus Partners Wealth bought 23,992 BP shares in Q1 2026, an estimated $940K.
  • BP made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #577 holding.
  • Focus Partners Wealth first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.