JWA
BSY icon

JFS Wealth Advisors’s Bentley Systems BSY Stock Holding History

JFS Wealth Advisors’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 		$1.44K Sell
48
-40
-45% -$1.3K ﹤0.01% 1708
2026
Q1 		$3.09K Buy
88
+19
+28% +$698 ﹤0.01% 1375
2025
Q4 		$2.63K Buy
69
+4
+6% +$182 ﹤0.01% 1463
2025
Q3 		$3.35K Hold
65
– – ﹤0.01% 1282
2025
Q2 		$3.51K Buy
65
+7
+12% +$324 ﹤0.01% 1214
2025
Q1 		$2.28K Sell
58
-32
-36% -$1.43K ﹤0.01% 1422
2024
Q4 		$4.2K Hold
90
– – ﹤0.01% 1192
2024
Q3 		$4.57K Buy
90
+24
+36% +$1.18K ﹤0.01% 1156
2024
Q2 		$3.26K Buy
66
+24
+57% +$1.25K ﹤0.01% 1238
2024
Q1 		$2.19K Sell
42
-3
-7% -$151 ﹤0.01% 1408
2023
Q4 		$2.35K Buy
45
+3
+7% +$154 ﹤0.01% 1357
2023
Q3 		$2.11K Buy
42
+11
+35% +$553 ﹤0.01% 1342
2023
Q2 		$1.68K Buy
31
+8
+35% +$373 ﹤0.01% 1444
2023
Q1 		$989 Buy
23
+14
+156% +$557 ﹤0.01% 1587
2022
Q4 		$333 Buy
9
+4
+80% +$145 ﹤0.01% 1792
2022
Q3 		$0 Buy
+5
New +$183 ﹤0.01% 1746

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

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

JFS Wealth Advisors reduced its Bentley Systems (BSY) stake by 45% in Q2 2026, selling an estimated $1.3K and leaving 48 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

JFS Wealth Advisors first reported a position in BSY in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.57K in Q3 2024. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • JFS Wealth Advisors held 48 shares of Bentley Systems worth $1.44K as of Q2 2026.
  • JFS Wealth Advisors sold 40 Bentley Systems shares in Q2 2026, an estimated $1.3K.
  • Bentley Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1708 holding.
  • JFS Wealth Advisors first reported a position in Bentley Systems in Q3 2022 and has held it in 16 quarters since.
  • JFS Wealth Advisors's Bentley Systems position peaked at $4.57K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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