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JFS Wealth Advisors’s BHP BHP Stock Holding History

JFS Wealth Advisors’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 		$67.8K Buy
814
+13
+2% +$1.08K ﹤0.01% 490
2026
Q1 		$58.3K Hold
801
– – ﹤0.01% 489
2025
Q4 		$48.4K Buy
801
+105
+15% +$5.97K ﹤0.01% 526
2025
Q3 		$38.8K Buy
696
+284
+69% +$15.1K ﹤0.01% 557
2025
Q2 		$19.8K Sell
412
-798
-66% -$38.4K ﹤0.01% 663
2025
Q1 		$58.7K Sell
1,210
-35
-3% -$1.74K ﹤0.01% 444
2024
Q4 		$60.8K Hold
1,245
– – ﹤0.01% 428
2024
Q3 		$77.3K Sell
1,245
-38
-3% -$2.1K 0.01% 400
2024
Q2 		$73.2K Sell
1,283
-10
-0.8% -$581 0.01% 368
2024
Q1 		$74.6K Sell
1,293
-72
-5% -$4.31K 0.01% 368
2023
Q4 		$93.2K Buy
1,365
+95
+7% +$5.73K 0.01% 315
2023
Q3 		$72.2K Sell
1,270
-44
-3% -$2.57K 0.01% 326
2023
Q2 		$78.4K Sell
1,314
-33
-2% -$1.97K 0.01% 307
2023
Q1 		$85.4K Hold
1,347
– – 0.01% 297
2022
Q4 		$83.6K Buy
1,347
+1,192
+769% +$67K 0.01% 300
2022
Q3 		$8K Sell
155
-1,413
-90% -$74.8K ﹤0.01% 790
2022
Q2 		$88K Buy
+1,568
New +$97.4K 0.01% 296

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JFS Wealth Advisors's BHP Position: Q2 2026 in Review

JFS Wealth Advisors increased its BHP (BHP) stake by 1.6% in Q2 2026, buying an estimated $1.08K and bringing the position to 814 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

JFS Wealth Advisors first reported a position in BHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $93.2K in Q4 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • JFS Wealth Advisors held 814 shares of BHP worth $67.8K as of Q2 2026.
  • JFS Wealth Advisors bought 13 BHP shares in Q2 2026, an estimated $1.08K.
  • BHP made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #490 holding.
  • JFS Wealth Advisors first reported a position in BHP in Q2 2022 and has held it in 17 quarters since.
  • JFS Wealth Advisors's BHP position peaked at $93.2K in Q4 2023.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.