FRG Family Wealth Advisors’s BP BP Stock Holding History

FRG Family 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	$241K	Sell	5,127 -4,200	-45%	-$165K	0.04%	145
2025 Q4	$324K	Hold	9,327	–	–	0.05%	133
2025 Q3	$321K	Hold	9,327	–	–	0.05%	131
2025 Q2	$279K	Hold	9,327	–	–	0.05%	139
2025 Q1	$315K	Sell	9,327 -800	-8%	-$26.1K	0.06%	126
2024 Q4	$299K	Sell	10,127 -4,100	-29%	-$123K	0.05%	129
2024 Q3	$447K	Hold	14,227	–	–	0.08%	109
2024 Q2	$469K	Hold	14,227	–	–	0.09%	102
2024 Q1	$552K	Hold	14,227	–	–	0.11%	98
2023 Q4	$504K	Hold	14,227	–	–	0.1%	100
2023 Q3	$551K	Sell	14,227 -125	-0.9%	-$4.64K	0.12%	97
2023 Q2	$506K	Buy	14,352 +125	+0.9%	+$4.63K	0.11%	99
2023 Q1	$540K	Sell	14,227 -780	-5%	-$29.1K	0.12%	96
2022 Q4	$524K	Sell	15,007 -6,000	-29%	-$200K	0.12%	100
2022 Q3	$600K	Hold	21,007	–	–	0.15%	92
2022 Q2	$596K	Hold	21,007	–	–	0.14%	95
2022 Q1	$618K	Buy	21,007 +1,627	+8%	+$49.6K	0.12%	96
2021 Q4	$516K	Buy	19,380 +11,780	+155%	+$327K	0.1%	106
2021 Q3	$208K	Buy	+7,600	New	+$190K	0.04%	134

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FRG Family Wealth Advisors's BP Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its BP (BP) stake by 45% in Q1 2026, selling an estimated $165K and leaving 5,127 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #145.

FRG Family Wealth Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since. The position peaked at $618K in Q1 2022. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

FRG Family Wealth Advisors held 5,127 shares of BP worth $241K as of Q1 2026.
FRG Family Wealth Advisors sold 4,200 BP shares in Q1 2026, an estimated $165K.
BP made up 0.04% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #145 holding.
FRG Family Wealth Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since.
FRG Family Wealth Advisors's BP position peaked at $618K in Q1 2022.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.