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

BFC Planning, Inc.’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 		$308K Sell
8,334
-4,066
-33% -$178K 0.01% 791
2026
Q1 		$583K Sell
12,400
-1,014
-8% -$39.7K 0.03% 514
2025
Q4 		$466K Buy
13,414
+7,869
+142% +$276K 0.02% 570
2025
Q3 		$191K Sell
5,545
-248
-4% -$8.31K 0.01% 680
2025
Q2 		$173K Sell
5,793
-626
-10% -$18.4K 0.01% 687
2025
Q1 		$217K Sell
6,419
-353
-5% -$11.5K 0.02% 579
2024
Q4 		$200K Buy
+6,772
New +$203K 0.02% 615

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 $3.38T AUM 44.17% 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

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

BFC Planning, Inc. reduced its BP (BP) stake by 33% in Q2 2026, selling an estimated $178K and leaving 8,334 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #791.

BFC Planning, Inc. first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q1 2026. 1,176 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • BFC Planning, Inc. held 8,334 shares of BP worth $308K as of Q2 2026.
  • BFC Planning, Inc. sold 4,066 BP shares in Q2 2026, an estimated $178K.
  • BP made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #791 holding.
  • BFC Planning, Inc. first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s BP position peaked at $583K in Q1 2026.
  • 1,176 funds tracked by Wall St. Rank held BP as of Q2 2026.

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