GWM
BSY icon

Gibbs Wealth Management’s Bentley Systems BSY Stock Holding History

Gibbs Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,746
Closed -$351K – 439
2025
Q4 		$351K Sell
8,746
-2,720
-24% -$124K 0.08% 250
2025
Q3 		$590K Sell
11,466
-2,500
-18% -$137K 0.13% 184
2025
Q2 		$754K Sell
13,966
-2,998
-18% -$139K 0.15% 167
2025
Q1 		$667K Buy
16,964
+3,191
+23% +$142K 0.16% 148
2024
Q4 		$643K Buy
13,773
+1,979
+17% +$96.5K 0.17% 126
2024
Q3 		$599K Buy
11,794
+1,587
+16% +$78.1K 0.19% 120
2024
Q2 		$504K Buy
10,207
+3,476
+52% +$180K 0.2% 115
2024
Q1 		$351K Buy
+6,731
New +$339K 0.2% 121

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Gibbs Wealth Management's BSY Position: Q1 2026 in Review

Gibbs Wealth Management sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 8,746 shares — an estimated $351K sold.

Gibbs Wealth Management first reported a position in BSY in Q1 2024 and held it in 8 quarters. The position peaked at $754K in Q2 2025. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Gibbs Wealth Management reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 8,746 Bentley Systems shares in Q1 2026, an estimated $351K.
  • Gibbs Wealth Management first reported a position in Bentley Systems in Q1 2024 and held it in 8 quarters.
  • Gibbs Wealth Management's Bentley Systems position peaked at $754K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.