Heirloom Wealth Management’s Concrete Pumping Holdings BBCP Stock Holding History

Heirloom Wealth Management’s Portfolio BBCP Stock Details BBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-33,088	Closed	-$233K	–	44
2025 Q3	$233K	Sell	33,088 -3,600	-10%	-$25.1K	0.06%	41
2025 Q2	$226K	Hold	36,688	–	–	0.06%	41
2025 Q1	$200K	Hold	36,688	–	–	0.06%	42
2024 Q4	$244K	Sell	36,688 -34,000	-48%	-$209K	0.07%	41
2024 Q3	$409K	Buy	70,688 +5,717	+9%	+$34.9K	0.13%	33
2024 Q2	$390K	Buy	64,971 +5,717	+10%	+$39.5K	0.13%	34
2024 Q1	$468K	Hold	59,254	–	–	0.16%	35
2023 Q4	$486K	Buy	59,254 +9,920	+20%	+$77.5K	0.19%	36
2023 Q3	$423K	Sell	49,334 -13,000	-21%	-$105K	0.19%	38
2023 Q2	$501K	Buy	62,334 +5,717	+10%	+$40.3K	0.22%	37
2023 Q1	$385K	Hold	56,617	–	–	0.18%	43
2022 Q4	$331K	Buy	+56,617	New	+$376K	0.21%	41
2022 Q2	$450K	Sell	62,359 -22,624	-27%	-$128K	0.37%	25
2022 Q1	$404K	Sell	84,983 -52,974	-38%	-$407K	0.28%	26
2021 Q4	$1.13M	Buy	+137,957	New	+$1.18M	0.97%	19

Other funds holding BBCP

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Heirloom Wealth Management's BBCP Position: Q4 2025 in Review

Heirloom Wealth Management sold out of Concrete Pumping Holdings (BBCP) in Q4 2025, closing a stake of 33,088 shares — an estimated $233K sold.

Heirloom Wealth Management first reported a position in BBCP in Q4 2021 and held it in 15 quarters. The position peaked at $1.13M in Q4 2021. 99 funds tracked by Wall St. Rank hold BBCP as of Q4 2025.

Heirloom Wealth Management reported no remaining Concrete Pumping Holdings position as of Q4 2025 after selling out during the quarter.
Heirloom Wealth Management sold 33,088 Concrete Pumping Holdings shares in Q4 2025, an estimated $233K.
Heirloom Wealth Management first reported a position in Concrete Pumping Holdings in Q4 2021 and held it in 15 quarters.
Heirloom Wealth Management's Concrete Pumping Holdings position peaked at $1.13M in Q4 2021.
99 funds tracked by Wall St. Rank held Concrete Pumping Holdings as of Q4 2025.

Based on Heirloom Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.