Golden State Wealth Management’s BP BP Stock Holding History

Golden State Wealth Management’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	$154K	Buy	4,177 +2,566	+159%	+$113K	0.01%	465
2026 Q1	$75.8K	Buy	1,611 +17	+1%	+$666	0.01%	582
2025 Q4	$55.4K	Sell	1,594 -19	-1%	-$667	0.01%	666
2025 Q3	$55.6K	Sell	1,613 -240	-13%	-$8.04K	0.01%	644
2025 Q2	$55.5K	Sell	1,853 -477	-20%	-$14K	0.01%	619
2025 Q1	$78.7K	Buy	2,330 +32	+1%	+$1.04K	0.01%	501
2024 Q4	$67.9K	Buy	+2,298	New	+$69K	0.01%	518
2020 Q3	–	Sell	-11,402	Closed	-$266K	–	435
2020 Q2	$266K	Buy	11,402 +10,057	+748%	+$241K	0.07%	192
2020 Q1	$33K	Buy	+1,345	New	+$43.5K	0.01%	422
2019 Q4	–	Sell	-2,513	Closed	-$95K	–	162
2019 Q3	$95K	Buy	2,513 +728	+41%	+$27.8K	0.03%	322
2019 Q2	$73K	Buy	1,785 +18	+1%	+$755	0.02%	384
2019 Q1	$76K	Buy	+1,767	New	+$72.4K	0.03%	365

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Golden State Wealth Management's BP Position: Q2 2026 in Review

Golden State Wealth Management increased its BP (BP) stake by 159% in Q2 2026, buying an estimated $113K and bringing the position to 4,177 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #465.

Golden State Wealth Management first reported a position in BP in Q1 2019 and has held it in 12 quarters since. The position peaked at $266K in Q2 2020. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Golden State Wealth Management held 4,177 shares of BP worth $154K as of Q2 2026.
Golden State Wealth Management bought 2,566 BP shares in Q2 2026, an estimated $113K.
BP made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #465 holding.
Golden State Wealth Management first reported a position in BP in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's BP position peaked at $266K in Q2 2020.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.