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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 $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return