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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
Q2 		$3.5M Sell
94,857
-17,884
-16% -$785K 0.04% 432
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kestra Private Wealth Services's BP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its BP (BP) stake by 16% in Q2 2026, selling an estimated $785K and leaving 94,857 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #432.

Kestra Private Wealth Services first reported a position in BP in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.3M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Kestra Private Wealth Services held 94,857 shares of BP worth $3.5M as of Q2 2026.
  • Kestra Private Wealth Services sold 17,884 BP shares in Q2 2026, an estimated $785K.
  • BP made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #432 holding.
  • Kestra Private Wealth Services first reported a position in BP in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's BP position peaked at $5.3M in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.