IMG Wealth Management
BP icon

IMG Wealth Management’s BP BP Stock Holding History

IMG Wealth Management’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
Q3 		$9.33K Hold
212
– – ﹤0.01% 339
2026
Q2 		$7.83K Hold
212
– – ﹤0.01% 359
2026
Q1 		$10K Hold
212
– – 0.01% 293
2025
Q4 		$7.36K Hold
212
– – ﹤0.01% 368
2025
Q3 		$7.31K Hold
212
– – ﹤0.01% 310
2025
Q2 		$6.34K Hold
212
– – ﹤0.01% 320
2025
Q1 		$7.16K Hold
212
– – 0.01% 230
2024
Q4 		$6.27K Buy
+212
New +$6.37K 0.01% 205

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

IMG Wealth Management's BP Position: Q3 2026 in Review

IMG Wealth Management held its BP (BP) position steady in Q3 2026 at 212 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

IMG Wealth Management first reported a position in BP in Q4 2024 and has held it in 8 quarters since. The position peaked at $10K in Q1 2026. 975 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • IMG Wealth Management held 212 shares of BP worth $9.33K as of Q3 2026.
  • IMG Wealth Management left its BP share count unchanged in Q3 2026.
  • BP made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #339 holding.
  • IMG Wealth Management first reported a position in BP in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's BP position peaked at $10K in Q1 2026.
  • 975 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.