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Foundations Investment Advisors’s BP BP Stock Holding History

Foundations Investment 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 		$640K Buy
17,313
+2,851
+20% +$125K 0.01% 702
2026
Q1 		$680K Buy
14,462
+1,705
+13% +$66.8K 0.01% 628
2025
Q4 		$443K Sell
12,757
-2,641
-17% -$92.7K 0.01% 754
2025
Q3 		$531K Sell
15,398
-751
-5% -$25.2K 0.01% 636
2025
Q2 		$483K Buy
16,149
+4,880
+43% +$143K 0.01% 591
2025
Q1 		$381K Sell
11,269
-268
-2% -$8.75K 0.01% 649
2024
Q4 		$341K Buy
11,537
+676
+6% +$20.3K 0.01% 628
2024
Q3 		$341K Buy
10,861
+15
+0.1% +$507 0.01% 599
2024
Q2 		$392K Buy
10,846
+1,731
+19% +$64.9K 0.01% 550
2024
Q1 		$343K Buy
9,115
+134
+1% +$4.8K 0.01% 547
2023
Q4 		$315K Buy
8,981
+2,013
+29% +$73.7K 0.01% 539
2023
Q3 		$270K Sell
6,968
-312
-4% -$11.6K 0.01% 532
2023
Q2 		$257K Buy
7,280
+905
+14% +$33.5K 0.01% 498
2023
Q1 		$242K Buy
+6,375
New +$238K 0.01% 436

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

Foundations Investment Advisors's BP Position: Q2 2026 in Review

Foundations Investment Advisors increased its BP (BP) stake by 20% in Q2 2026, buying an estimated $125K and bringing the position to 17,313 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #702.

Foundations Investment Advisors first reported a position in BP in Q1 2023 and has held it in 14 quarters since. The position peaked at $680K in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Foundations Investment Advisors held 17,313 shares of BP worth $640K as of Q2 2026.
  • Foundations Investment Advisors bought 2,851 BP shares in Q2 2026, an estimated $125K.
  • BP made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #702 holding.
  • Foundations Investment Advisors first reported a position in BP in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's BP position peaked at $680K in Q1 2026.
  • 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.