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Innovative Asset Advisors Group’s Bentley Systems BSY Stock Holding History

Innovative Asset Advisors Group’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,471
Closed -$51.7K – 380
2026
Q1 		$51.7K Buy
+1,471
New +$54K 0.03% 304

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Innovative Asset Advisors Group's BSY Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 1,471 shares — an estimated $51.7K sold.

Innovative Asset Advisors Group first reported a position in BSY in Q1 2026 and held it in 1 quarter. The position peaked at $51.7K in Q1 2026. 372 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,471 Bentley Systems shares in Q2 2026, an estimated $51.7K.
  • Innovative Asset Advisors Group first reported a position in Bentley Systems in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Bentley Systems position peaked at $51.7K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.