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HUB Investment Partners’s BP BP Stock Holding History

HUB Investment Partners’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 		$451K Buy
12,211
+5,409
+80% +$237K 0.01% 762
2026
Q1 		$320K Buy
6,802
+477
+8% +$18.7K 0.01% 773
2025
Q4 		$220K Buy
+6,325
New +$222K 0.01% 810
2023
Q3 		– Sell
-9,083
Closed -$321K – 272
2023
Q2 		$321K Sell
9,083
-321
-3% -$11.9K 0.05% 182
2023
Q1 		$357K Buy
9,404
+711
+8% +$26.6K 0.07% 157
2022
Q4 		$304K Buy
8,693
+332
+4% +$11K 0.07% 109
2022
Q3 		$239K Buy
8,361
+490
+6% +$14.6K 0.07% 157
2022
Q2 		$223K Buy
+7,871
New +$241K 0.07% 151

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

HUB Investment Partners's BP Position: Q2 2026 in Review

HUB Investment Partners increased its BP (BP) stake by 80% in Q2 2026, buying an estimated $237K and bringing the position to 12,211 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #762.

HUB Investment Partners first reported a position in BP in Q2 2022 and has held it in 8 quarters since. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • HUB Investment Partners held 12,211 shares of BP worth $451K as of Q2 2026.
  • HUB Investment Partners bought 5,409 BP shares in Q2 2026, an estimated $237K.
  • BP made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #762 holding.
  • HUB Investment Partners first reported a position in BP in Q2 2022 and has held it in 8 quarters since.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.