Institute for Wealth Management’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
Other funds holding BSY
Institute for Wealth Management's BSY Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in Bentley Systems (BSY) in Q2 2026: 504 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BSY as recently as Q3 2024.
Institute for Wealth Management first reported a position in BSY in Q3 2024 and has held it in 2 quarters since. The position peaked at $247K in Q3 2024. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.
- Institute for Wealth Management held 504 shares of Bentley Systems worth $15.1K as of Q2 2026.
- Bentley Systems was a new Institute for Wealth Management position in Q2 2026.
- Bentley Systems made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1213 holding.
- Institute for Wealth Management first reported a position in Bentley Systems in Q3 2024 and has held it in 2 quarters since.
- Institute for Wealth Management's Bentley Systems position peaked at $247K in Q3 2024.
- 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.