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 Q2	$213K	Hold	2,387	–	–	﹤0.01%	614
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	Buy	5,093 +633	+14%	+$34.4K	0.12%	125
2013 Q2	$217K	Buy	+4,460	New	+$247K	0.09%	150

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBK Sorce Advisory's BHP Position: Q2 2026 in Review

HBK Sorce Advisory held its BHP (BHP) position steady in Q2 2026 at 2,387 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

HBK Sorce Advisory first reported a position in BHP in Q2 2013 and has held it in 12 quarters since. The position peaked at $883K in Q4 2022. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

HBK Sorce Advisory held 2,387 shares of BHP worth $213K as of Q2 2026.
HBK Sorce Advisory left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #614 holding.
HBK Sorce Advisory first reported a position in BHP in Q2 2013 and has held it in 12 quarters since.
HBK Sorce Advisory's BHP position peaked at $883K in Q4 2022.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.