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Grey Fox Wealth Advisors’s Bentley Systems BSY Stock Holding History

Grey Fox Wealth Advisors’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
Q4 		– Sell
-253
Closed -$13K – 190
2025
Q3 		$13K Buy
+253
New +$13.9K ﹤0.01% 374

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Grey Fox Wealth Advisors's BSY Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 253 shares — an estimated $13K sold.

Grey Fox Wealth Advisors first reported a position in BSY in Q3 2025 and held it in 1 quarter. The position peaked at $13K in Q3 2025. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 253 Bentley Systems shares in Q4 2025, an estimated $13K.
  • Grey Fox Wealth Advisors first reported a position in Bentley Systems in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Bentley Systems position peaked at $13K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.