Kestra Advisory Services
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Kestra Advisory Services’s BHP BHP Stock Holding History

Kestra Advisory Services’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
Q3 		$2.66M Buy
31,345
+3,344
+12% +$291K 0.01% 1262
2026
Q2 		$2.33M Sell
28,001
-46,606
-62% -$3.87M 0.01% 1240
2026
Q1 		$5.43M Buy
74,607
+11,579
+18% +$818K 0.02% 747
2025
Q4 		$3.81M Sell
63,028
-1,663
-3% -$94.5K 0.02% 889
2025
Q3 		$3.61M Sell
64,691
-1,004
-2% -$53.4K 0.02% 849
2025
Q2 		$3.16M Buy
65,695
+3,371
+5% +$162K 0.02% 842
2025
Q1 		$3.03M Buy
62,324
+3,425
+6% +$171K 0.01% 794
2024
Q4 		$2.88M Buy
58,899
+5,445
+10% +$296K 0.02% 820
2024
Q3 		$3.32M Buy
53,454
+327
+0.6% +$18.1K 0.02% 729
2024
Q2 		$3.03M Buy
53,127
+3,737
+8% +$217K 0.02% 774
2024
Q1 		$2.85M Buy
49,390
+3,796
+8% +$227K 0.02% 731
2023
Q4 		$3.11M Sell
45,594
-546
-1% -$33K 0.03% 627
2023
Q3 		$2.62M Buy
46,140
+4,448
+11% +$260K 0.03% 602
2023
Q2 		$2.49M Buy
41,692
+8,891
+27% +$530K 0.02% 595
2023
Q1 		$2.08M Sell
32,801
-2,935
-8% -$189K 0.02% 638
2022
Q4 		$2.22M Buy
35,736
+4,350
+14% +$245K 0.02% 706
2022
Q3 		$1.57M Buy
31,386
+6,272
+25% +$332K 0.02% 761
2022
Q2 		$1.41M Buy
25,114
+919
+4% +$57.1K 0.01% 810
2022
Q1 		$1.67M Buy
24,195
+3,110
+15% +$189K 0.02% 738
2021
Q4 		$1.14M Buy
21,085
+511
+2% +$25.6K 0.01% 925
2021
Q3 		$982K Buy
20,574
+2,197
+12% +$134K 0.01% 1027
2021
Q2 		$1.19M Buy
18,377
+12,794
+229% +$846K 0.01% 854
2021
Q1 		$346K Sell
5,583
-806
-13% -$51.9K ﹤0.01% 1374
2020
Q4 		$376K Buy
+6,389
New +$320K ﹤0.01% 1350

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kestra Advisory Services's BHP Position: Q3 2026 in Review

Kestra Advisory Services increased its BHP (BHP) stake by 12% in Q3 2026, buying an estimated $291K and bringing the position to 31,345 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1262.

Kestra Advisory Services first reported a position in BHP in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.43M in Q1 2026. 537 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Kestra Advisory Services held 31,345 shares of BHP worth $2.66M as of Q3 2026.
  • Kestra Advisory Services bought 3,344 BHP shares in Q3 2026, an estimated $291K.
  • BHP made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1262 holding.
  • Kestra Advisory Services first reported a position in BHP in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's BHP position peaked at $5.43M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.