GWM
BP icon

GSB Wealth Management’s BP BP Stock Holding History

GSB 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
Q1 		$329K Hold
6,998
– – 0.07% 175
2025
Q4 		$243K Hold
6,998
– – 0.06% 199
2025
Q3 		$241K Hold
6,998
– – 0.05% 210
2025
Q2 		$209K Hold
6,998
– – 0.05% 218
2025
Q1 		$236K Hold
6,998
– – 0.06% 195
2024
Q4 		$207K Hold
6,998
– – 0.05% 212
2024
Q3 		$220K Sell
6,998
-816
-10% -$27.6K 0.06% 208
2024
Q2 		$282K Buy
7,814
+9
+0.1% +$337 0.08% 183
2024
Q1 		$294K Hold
7,805
– – 0.08% 177
2023
Q4 		$276K Buy
7,805
+409
+6% +$15K 0.08% 175
2023
Q3 		$286K Sell
7,396
-269
-4% -$9.98K 0.1% 160
2023
Q2 		$270K Buy
7,665
+322
+4% +$11.9K 0.09% 176
2023
Q1 		$279K Sell
7,343
-65
-0.9% -$2.43K 0.09% 170
2022
Q4 		$259K Buy
7,408
+11
+0.1% +$366 0.09% 172
2022
Q3 		$211K Buy
7,397
+270
+4% +$8.03K 0.08% 190
2022
Q2 		$202K Buy
7,127
+8
+0.1% +$245 0.07% 201
2022
Q1 		$209K Buy
+7,119
New +$217K 0.06% 214
2021
Q2 		– Sell
-15,955
Closed -$389K – 221
2021
Q1 		$389K Buy
+15,955
New +$384K 0.13% 157
2020
Q1 		– Sell
-5,420
Closed -$205K – 46
2019
Q4 		$205K Hold
5,420
– – 0.84% 53
2019
Q3 		$206K Buy
+5,420
New +$207K 1% 49

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

GSB Wealth Management's BP Position: Q1 2026 in Review

GSB Wealth Management held its BP (BP) position steady in Q1 2026 at 6,998 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #175.

GSB Wealth Management first reported a position in BP in Q3 2019 and has held it in 20 quarters since. The position peaked at $389K in Q1 2021. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • GSB Wealth Management held 6,998 shares of BP worth $329K as of Q1 2026.
  • GSB Wealth Management left its BP share count unchanged in Q1 2026.
  • BP made up 0.07% of GSB Wealth Management's portfolio in Q1 2026, its #175 holding.
  • GSB Wealth Management first reported a position in BP in Q3 2019 and has held it in 20 quarters since.
  • GSB Wealth Management's BP position peaked at $389K in Q1 2021.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.