HAP
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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Harbor Asset Planning's BP Position: Q2 2026 in Review

Harbor Asset Planning held its BP (BP) position steady in Q2 2026 at 9 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Harbor Asset Planning first reported a position in BP in Q2 2025 and has held it in 5 quarters since. The position peaked at $430 in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Harbor Asset Planning held 9 shares of BP worth $338 as of Q2 2026.
  • Harbor Asset Planning left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #409 holding.
  • Harbor Asset Planning first reported a position in BP in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's BP position peaked at $430 in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.