Goodman Financial’s BP BP Stock Holding History

Goodman Financial’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	–	Sell	-8,872	Closed	-$308K	–	79
2025 Q4	$308K	Hold	8,872	–	–	0.06%	59
2025 Q3	$306K	Sell	8,872 -2,950	-25%	-$98.8K	0.06%	55
2025 Q2	$354K	Hold	11,822	–	–	0.07%	53
2025 Q1	$399K	Hold	11,822	–	–	0.09%	47
2024 Q4	$349K	Hold	11,822	–	–	0.07%	54
2024 Q3	$371K	Hold	11,822	–	–	0.08%	46
2024 Q2	$427K	Hold	11,822	–	–	0.1%	48
2024 Q1	$445K	Sell	11,822 -1,655	-12%	-$59.3K	0.1%	45
2023 Q4	$477K	Hold	13,477	–	–	0.13%	36
2023 Q3	$522K	Hold	13,477	–	–	0.15%	35
2023 Q2	$476K	Hold	13,477	–	–	0.13%	38
2023 Q1	$511K	Sell	13,477 -503	-4%	-$18.8K	0.15%	37
2022 Q4	$488K	Buy	13,980 +106	+0.8%	+$3.53K	0.15%	37
2022 Q3	$396K	Hold	13,874	–	–	0.13%	38
2022 Q2	$393K	Hold	13,874	–	–	0.13%	42
2022 Q1	$408K	Hold	13,874	–	–	0.12%	42
2021 Q4	$369K	Hold	13,874	–	–	0.1%	45
2021 Q3	$379K	Hold	13,874	–	–	0.1%	43
2021 Q2	$367K	Sell	13,874 -33,086	-70%	-$868K	0.11%	42
2021 Q1	$1.14M	Buy	+46,960	New	+$1.13M	0.37%	34
2018 Q1	–	Sell	-6,042	Closed	-$232K	–	67
2017 Q4	$232K	Sell	6,042 -91	-1%	-$3.3K	0.1%	47
2017 Q3	$213K	Buy	+6,133	New	+$195K	0.1%	46

Other funds holding BP

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goodman Financial's BP Position: Q1 2026 in Review

Goodman Financial sold out of BP (BP) in Q1 2026, closing a stake of 8,872 shares — an estimated $308K sold.

Goodman Financial first reported a position in BP in Q3 2017 and held it in 22 quarters. The position peaked at $1.14M in Q1 2021. 1,261 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Goodman Financial reported no remaining BP position as of Q1 2026 after selling out during the quarter.
Goodman Financial sold 8,872 BP shares in Q1 2026, an estimated $308K.
Goodman Financial first reported a position in BP in Q3 2017 and held it in 22 quarters.
Goodman Financial's BP position peaked at $1.14M in Q1 2021.
1,261 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.