Kingswood Wealth Advisors’s BP BP Stock Holding History

Kingswood Wealth Advisors’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	$723K	Sell	19,578 -34	-0.2%	-$1.49K	0.03%	501
2026 Q1	$922K	Buy	19,612 +2,192	+13%	+$85.9K	0.04%	395
2025 Q4	$605K	Buy	17,420 +4,866	+39%	+$171K	0.03%	476
2025 Q3	$433K	Buy	12,554 +3,371	+37%	+$113K	0.03%	518
2025 Q2	$275K	Buy	9,183 +518	+6%	+$15.2K	0.02%	597
2025 Q1	$293K	Sell	8,665 -7,261	-46%	-$237K	0.03%	556
2024 Q4	$471K	Buy	15,926 +4,551	+40%	+$137K	0.04%	459
2024 Q3	$357K	Buy	11,375 +3,374	+42%	+$114K	0.03%	535
2024 Q2	$289K	Buy	8,001 +408	+5%	+$15.3K	0.03%	534
2024 Q1	$286K	Sell	7,593 -594	-7%	-$21.3K	0.03%	493
2023 Q4	$290K	Buy	+8,187	New	+$300K	0.03%	483
2023 Q3	–	Sell	-6,863	Closed	-$242K	–	433
2023 Q2	$242K	Buy	+6,863	New	+$254K	0.08%	224

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kingswood Wealth Advisors's BP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its BP (BP) stake by 0.17% in Q2 2026, selling an estimated $1.49K and leaving 19,578 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #501.

Kingswood Wealth Advisors first reported a position in BP in Q2 2023 and has held it in 12 quarters since. The position peaked at $922K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Kingswood Wealth Advisors held 19,578 shares of BP worth $723K as of Q2 2026.
Kingswood Wealth Advisors sold 34 BP shares in Q2 2026, an estimated $1.49K.
BP made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #501 holding.
Kingswood Wealth Advisors first reported a position in BP in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's BP position peaked at $922K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.