Harbor Asset Planning
BP icon

Harbor Asset Planning’s BP BP Stock Holding History

Harbor Asset Planning’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
Q3 		$402 Hold
9
– – ﹤0.01% 411
2026
Q2 		$338 Hold
9
– – ﹤0.01% 409
2026
Q1 		$430 Hold
9
– – ﹤0.01% 413
2025
Q4 		$318 Hold
9
– – ﹤0.01% 432
2025
Q3 		$315 Hold
9
– – ﹤0.01% 401
2025
Q2 		$274 Buy
+9
New +$264 ﹤0.01% 402

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Wilkins Investment Counsel
Wilkins Investment Counsel Boston, Massachusetts $764M AUM 26.91% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Harbor Asset Planning's BP Position: Q3 2026 in Review

Harbor Asset Planning held its BP (BP) position steady in Q3 2026 at 9 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Harbor Asset Planning first reported a position in BP in Q2 2025 and has held it in 6 quarters since. The position peaked at $430 in Q1 2026. 570 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Harbor Asset Planning held 9 shares of BP worth $402 as of Q3 2026.
  • Harbor Asset Planning left its BP share count unchanged in Q3 2026.
  • BP made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #411 holding.
  • Harbor Asset Planning first reported a position in BP in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's BP position peaked at $430 in Q1 2026.
  • 570 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.