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BFC Planning, Inc.’s BHP BHP Stock Holding History

BFC Planning, Inc.’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.5K Sell
450
-87
-16% -$7.22K ﹤0.01% 1697
2026
Q1 		$39.1K Buy
537
+7
+1% +$495 ﹤0.01% 1435
2025
Q4 		$32K Buy
530
+28
+6% +$1.59K ﹤0.01% 1553
2025
Q3 		$28K Hold
502
– – ﹤0.01% 1414
2025
Q2 		$24.1K Buy
502
+17
+4% +$817 ﹤0.01% 1414
2025
Q1 		$23.5K Sell
485
-60
-11% -$2.99K ﹤0.01% 1395
2024
Q4 		$26.6K Buy
+545
New +$29.6K ﹤0.01% 1350

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFC Planning, Inc.'s BHP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its BHP (BHP) stake by 16% in Q2 2026, selling an estimated $7.22K and leaving 450 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

BFC Planning, Inc. first reported a position in BHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.1K in Q1 2026. 827 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • BFC Planning, Inc. held 450 shares of BHP worth $37.5K as of Q2 2026.
  • BFC Planning, Inc. sold 87 BHP shares in Q2 2026, an estimated $7.22K.
  • BHP made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1697 holding.
  • BFC Planning, Inc. first reported a position in BHP in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s BHP position peaked at $39.1K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.