GFG
BP icon

Goldstone Financial Group’s BP BP Stock Holding History

Goldstone Financial Group’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 		– Sell
-4,376
Closed -$206K – 246
2026
Q1 		$206K Buy
+4,376
New +$171K 0.02% 222
2025
Q2 		– Sell
-9,367
Closed -$317K – 208
2025
Q1 		$317K Buy
9,367
+606
+7% +$19.8K 0.05% 168
2024
Q4 		$259K Buy
8,761
+161
+2% +$4.84K 0.04% 176
2024
Q3 		$270K Sell
8,600
-11
-0.1% -$372 0.05% 158
2024
Q2 		$311K Buy
+8,611
New +$323K 0.06% 140

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldstone Financial Group's BP Position: Q2 2026 in Review

Goldstone Financial Group sold out of BP (BP) in Q2 2026, closing a stake of 4,376 shares — an estimated $206K sold.

Goldstone Financial Group first reported a position in BP in Q2 2024 and held it in 5 quarters. The position peaked at $317K in Q1 2025. 1,170 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Goldstone Financial Group reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 4,376 BP shares in Q2 2026, an estimated $206K.
  • Goldstone Financial Group first reported a position in BP in Q2 2024 and held it in 5 quarters.
  • Goldstone Financial Group's BP position peaked at $317K in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.