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Kestra Private Wealth Services’s BP BP Stock Holding History

Kestra Private Wealth Services’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.3M Buy
112,741
+1,567
+1% +$61.4K 0.07% 313
2025
Q4 		$3.86M Sell
111,174
-663
-0.6% -$23.3K 0.05% 364
2025
Q3 		$3.85M Buy
111,837
+9,891
+10% +$331K 0.05% 362
2025
Q2 		$3.05M Buy
101,946
+8,725
+9% +$256K 0.04% 391
2025
Q1 		$3.15M Buy
93,221
+15,500
+20% +$506K 0.05% 352
2024
Q4 		$2.3M Sell
77,721
-24,022
-24% -$722K 0.04% 402
2024
Q3 		$3.19M Sell
101,743
-1,917
-2% -$64.9K 0.06% 315
2024
Q2 		$3.74M Buy
103,660
+17,563
+20% +$658K 0.07% 257
2024
Q1 		$3.24M Buy
86,097
+1,815
+2% +$65.1K 0.07% 273
2023
Q4 		$2.98M Buy
84,282
+2,046
+2% +$74.9K 0.08% 267
2023
Q3 		$3.18M Buy
82,236
+2,702
+3% +$100K 0.1% 226
2023
Q2 		$2.81M Buy
79,534
+3,395
+4% +$126K 0.1% 233
2023
Q1 		$2.89M Buy
76,139
+864
+1% +$32.3K 0.11% 193
2022
Q4 		$2.63M Sell
75,275
-21,575
-22% -$718K 0.13% 176
2022
Q3 		$2.77M Sell
96,850
-526
-0.5% -$15.7K 0.16% 151
2022
Q2 		$2.76M Sell
97,376
-12,426
-11% -$381K 0.16% 152
2022
Q1 		$3.23M Buy
109,802
+926
+0.9% +$28.2K 0.16% 149
2021
Q4 		$2.9M Buy
108,876
+8,326
+8% +$231K 0.14% 160
2021
Q3 		$2.75M Buy
100,550
+22,578
+29% +$566K 0.15% 153
2021
Q2 		$2.06M Buy
77,972
+8,456
+12% +$222K 0.13% 182
2021
Q1 		$1.69M Buy
69,516
+2,122
+3% +$51.1K 0.12% 198
2020
Q4 		$1.42M Buy
67,394
+4,364
+7% +$82.2K 0.1% 210
2020
Q3 		$1.1M Buy
+63,030
New +$1.36M 0.1% 219

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kestra Private Wealth Services's BP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its BP (BP) stake by 1.4% in Q1 2026, buying an estimated $61.4K and bringing the position to 112,741 shares worth $5.3M. The position accounts for 0.07% of the portfolio, ranked #313.

Kestra Private Wealth Services first reported a position in BP in Q3 2020 and has held it in 23 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Kestra Private Wealth Services held 112,741 shares of BP worth $5.3M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,567 BP shares in Q1 2026, an estimated $61.4K.
  • BP made up 0.07% of Kestra Private Wealth Services's portfolio in Q1 2026, its #313 holding.
  • Kestra Private Wealth Services first reported a position in BP in Q3 2020 and has held it in 23 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.