IAG Wealth Partners’s BP BP Stock Holding History

IAG Wealth 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	$1.48K	Hold	40	–	–	﹤0.01%	476
2026 Q1	$1.88K	Hold	40	–	–	﹤0.01%	471
2025 Q4	$1.39K	Hold	40	–	–	﹤0.01%	455
2025 Q3	$1.38K	Hold	40	–	–	﹤0.01%	471
2025 Q2	$1.2K	Hold	40	–	–	﹤0.01%	457
2025 Q1	$1.35K	Hold	40	–	–	﹤0.01%	456
2024 Q4	$1.18K	Hold	40	–	–	﹤0.01%	477
2024 Q3	$1.26K	Hold	40	–	–	﹤0.01%	461
2024 Q2	$1.44K	Hold	40	–	–	﹤0.01%	462
2024 Q1	$1.51K	Hold	40	–	–	﹤0.01%	412
2023 Q4	$1.42K	Hold	40	–	–	﹤0.01%	395
2023 Q3	$1.55K	Sell	40 -200	-83%	-$7.42K	﹤0.01%	405
2023 Q2	$8.47K	Hold	240	–	–	﹤0.01%	330
2023 Q1	$9.11K	Hold	240	–	–	﹤0.01%	318
2022 Q4	$8.38K	Hold	240	–	–	﹤0.01%	305
2022 Q3	$7K	Hold	240	–	–	﹤0.01%	298
2022 Q2	$7K	Hold	240	–	–	﹤0.01%	305
2022 Q1	$7K	Hold	240	–	–	﹤0.01%	324
2021 Q4	$6K	Buy	240 +200	+500%	+$5.55K	﹤0.01%	335
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	358
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	342
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	351
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	338
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	335
2020 Q2	$1K	Buy	+40	New	+$960	﹤0.01%	383

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IAG Wealth Partners's BP Position: Q2 2026 in Review

IAG Wealth Partners held its BP (BP) position steady in Q2 2026 at 40 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

IAG Wealth Partners first reported a position in BP in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.11K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

IAG Wealth Partners held 40 shares of BP worth $1.48K as of Q2 2026.
IAG Wealth Partners left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #476 holding.
IAG Wealth Partners first reported a position in BP in Q2 2020 and has held it in 25 quarters since.
IAG Wealth Partners's BP position peaked at $9.11K in Q1 2023.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.