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Global Financial Private Client’s Bentley Systems BSY Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-205
Closed -$8.06K – 410
2025
Q1 		$8.06K Sell
205
-49
-19% -$2.19K ﹤0.01% 614
2024
Q4 		$11.9K Buy
254
+5
+2% +$244 ﹤0.01% 523
2024
Q3 		$12.7K Buy
+249
New +$12.3K ﹤0.01% 506

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Global Financial Private Client's BSY Position: Q2 2025 in Review

Global Financial Private Client sold out of Bentley Systems (BSY) in Q2 2025, closing a stake of 205 shares — an estimated $8.06K sold.

Global Financial Private Client first reported a position in BSY in Q3 2024 and held it in 3 quarters. The position peaked at $12.7K in Q3 2024. 454 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

  • Global Financial Private Client reported no remaining Bentley Systems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 205 Bentley Systems shares in Q2 2025, an estimated $8.06K.
  • Global Financial Private Client first reported a position in Bentley Systems in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Bentley Systems position peaked at $12.7K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.