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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldstone Financial Group's BP Position: Q1 2026 in Review

Goldstone Financial Group opened a new position in BP (BP) in Q1 2026: 4,376 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Goldstone Financial Group previously reported a position in BP as recently as Q1 2025.

Goldstone Financial Group first reported a position in BP in Q2 2024 and has held it in 5 quarters since. The position peaked at $317K in Q1 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Goldstone Financial Group held 4,376 shares of BP worth $206K as of Q1 2026.
  • BP was a new Goldstone Financial Group position in Q1 2026.
  • BP made up 0.02% of Goldstone Financial Group's portfolio in Q1 2026, its #222 holding.
  • Goldstone Financial Group first reported a position in BP in Q2 2024 and has held it in 5 quarters since.
  • Goldstone Financial Group's BP position peaked at $317K in Q1 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.