Global Financial Private Client’s BHP BHP Stock Holding History

Global Financial Private Client’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 Q3	$798K	Buy	9,408 +2,554	+37%	+$223K	0.22%	121
2026 Q2	$571K	Buy	+6,854	New	+$569K	0.15%	152
2025 Q1	–	Sell	-49	Closed	-$2.39K	–	1674
2024 Q4	$2.39K	Sell	49 -107	-69%	-$5.82K	﹤0.01%	712
2024 Q3	$9.69K	Buy	+156	New	+$8.62K	﹤0.01%	559
2022 Q3	–	Sell	-4	Closed	-$254	–	654
2022 Q2	$254	Sell	4 -16	-80%	-$993	﹤0.01%	637
2022 Q1	$1.49K	Hold	20	–	–	﹤0.01%	555
2021 Q4	$1.14K	Hold	20	–	–	﹤0.01%	563
2021 Q3	$1.01K	Hold	20	–	–	﹤0.01%	525
2021 Q2	$1.36K	Hold	20	–	–	﹤0.01%	507
2021 Q1	$1.31K	Hold	20	–	–	﹤0.01%	479
2020 Q4	$1.23K	Sell	20 -449	-96%	-$22.5K	﹤0.01%	461
2020 Q3	$21.5K	Sell	469 -11	-2%	-$529	0.02%	255
2020 Q2	$21.2K	Hold	480	–	–	0.02%	288
2020 Q1	$15.4K	Hold	480	–	–	0.02%	322
2019 Q4	$23.4K	Buy	+480	New	+$21.8K	0.02%	322

Other funds holding BHP

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Global Financial Private Client's BHP Position: Q3 2026 in Review

Global Financial Private Client increased its BHP (BHP) stake by 37% in Q3 2026, buying an estimated $223K and bringing the position to 9,408 shares worth $798K. The position accounts for 0.22% of the portfolio, ranked #121.

Global Financial Private Client first reported a position in BHP in Q4 2019 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Global Financial Private Client held 9,408 shares of BHP worth $798K as of Q3 2026.
Global Financial Private Client bought 2,554 BHP shares in Q3 2026, an estimated $223K.
BHP made up 0.22% of Global Financial Private Client's portfolio in Q3 2026, its #121 holding.
Global Financial Private Client first reported a position in BHP in Q4 2019 and has held it in 15 quarters since.
105 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.