KF
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Krilogy Financial’s BP BP Stock Holding History

Krilogy Financial’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 		$207K Buy
5,611
+691
+14% +$30.3K 0.01% 956
2026
Q1 		$234K Sell
4,920
-3,062
-38% -$120K 0.01% 837
2025
Q4 		$293K Sell
7,982
-2,449
-23% -$85.9K 0.01% 735
2025
Q3 		$372K Buy
10,431
+327
+3% +$11K 0.01% 615
2025
Q2 		$302K Hold
10,104
– – 0.02% 235
2025
Q1 		$341K Sell
10,104
-431
-4% -$14.1K 0.02% 210
2024
Q4 		$311K Buy
10,535
+85
+0.8% +$2.55K 0.02% 206
2024
Q3 		$328K Sell
10,450
-1,699
-14% -$57.5K 0.02% 205
2024
Q2 		$439K Hold
12,149
– – 0.03% 209
2024
Q1 		$458K Hold
12,149
– – 0.04% 206
2023
Q4 		$430K Sell
12,149
-193
-2% -$7.07K 0.04% 184
2023
Q3 		$478K Buy
+12,342
New +$458K 0.04% 182
2018
Q4 		– Sell
-2,064
Closed -$91K – 202
2018
Q3 		$91K Buy
+2,064
New +$86.3K 0.02% 232
2018
Q2 		– Sell
-1,671
Closed -$63K – 216
2018
Q1 		$63K Sell
1,671
-26
-2% -$979 0.02% 293
2017
Q4 		$65K Sell
1,697
-523
-24% -$18.9K 0.02% 289
2017
Q3 		$77K Buy
2,220
+1,022
+85% +$32.5K 0.02% 290
2017
Q2 		$37K Sell
1,198
-1,734
-59% -$53.9K 0.01% 358
2017
Q1 		$96K Sell
2,932
-53
-2% -$1.61K 0.03% 203
2016
Q4 		$96K Sell
2,985
-54
-2% -$1.63K 0.03% 203
2016
Q3 		$90K Sell
3,039
-1,137
-27% -$33K 0.03% 220
2016
Q2 		$125K Buy
4,176
+659
+19% +$17.8K 0.04% 178
2016
Q1 		$89K Buy
3,517
+747
+27% +$18.8K 0.04% 190
2015
Q4 		$73K Sell
2,770
-20,948
-88% -$596K 0.07% 109
2015
Q3 		$311K Buy
+23,718
New +$695K 0.15% 67

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 $3.37T AUM 44.26% 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

Krilogy Financial's BP Position: Q2 2026 in Review

Krilogy Financial increased its BP (BP) stake by 14% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,611 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #956.

Krilogy Financial first reported a position in BP in Q3 2015 and has held it in 24 quarters since. The position peaked at $478K in Q3 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Krilogy Financial held 5,611 shares of BP worth $207K as of Q2 2026.
  • Krilogy Financial bought 691 BP shares in Q2 2026, an estimated $30.3K.
  • BP made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #956 holding.
  • Krilogy Financial first reported a position in BP in Q3 2015 and has held it in 24 quarters since.
  • Krilogy Financial's BP position peaked at $478K in Q3 2023.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.