Independent Financial Group’s BHP BHP Stock Holding History

Independent Financial Group’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	–	Sell	-12,467	Closed	-$907K	–	1558
2026 Q1	$907K	Buy	+12,467	New	+$881K	0.02%	663

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

Independent Financial Group's BHP Position: Q2 2026 in Review

Independent Financial Group sold out of BHP (BHP) in Q2 2026, closing a stake of 12,467 shares — an estimated $907K sold.

Independent Financial Group first reported a position in BHP in Q1 2026 and held it in 1 quarter. The position peaked at $907K in Q1 2026. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Independent Financial Group reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 12,467 BHP shares in Q2 2026, an estimated $907K.
Independent Financial Group first reported a position in BHP in Q1 2026 and held it in 1 quarter.
Independent Financial Group's BHP position peaked at $907K in Q1 2026.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.