HBK Sorce Advisory’s BHP BHP Stock Holding History

HBK Sorce Advisory’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy	+2,387	New	+$169K	﹤0.01%	607
2023 Q3	–	Sell	-6,157	Closed	-$367K	–	566
2023 Q2	$367K	Buy	6,157 +66	+1%	+$3.94K	0.02%	395
2023 Q1	$386K	Sell	6,091 -8,141	-57%	-$525K	0.02%	385
2022 Q4	$883K	Buy	14,232 +7,124	+100%	+$401K	0.02%	311
2022 Q3	$356K	Buy	+7,108	New	+$376K	0.02%	331
2014 Q4	–	Sell	-4,528	Closed	-$225K	–	197
2014 Q3	$225K	Buy	4,528 +42	+0.9%	+$2.44K	0.08%	168
2014 Q2	$260K	Sell	4,486 -169	-4%	-$9.93K	0.09%	151
2014 Q1	$267K	Buy	4,655 +331	+8%	+$18.6K	0.1%	138
2013 Q4	$249K	Sell	4,324 -769	-15%	-$44.5K	0.09%	143
2013 Q3	$286K	Sell	5,093 -3,827	-43%	-$208K	0.12%	125
2013 Q2	$434K	Buy	+8,920	New	+$494K	0.09%	150

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HBK Sorce Advisory's BHP Position: Q1 2026 in Review

HBK Sorce Advisory opened a new position in BHP (BHP) in Q1 2026: 2,387 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in BHP as recently as Q2 2023.

HBK Sorce Advisory first reported a position in BHP in Q2 2013 and has held it in 11 quarters since. The position peaked at $883K in Q4 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

HBK Sorce Advisory held 2,387 shares of BHP worth $202K as of Q1 2026.
BHP was a new HBK Sorce Advisory position in Q1 2026.
BHP made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #607 holding.
HBK Sorce Advisory first reported a position in BHP in Q2 2013 and has held it in 11 quarters since.
HBK Sorce Advisory's BHP position peaked at $883K in Q4 2022.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.