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

CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM