Lantz Financial
BP icon

Lantz Financial’s BP BP Stock Holding History

Lantz 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
Q3 		$1.34M Buy
30,388
+158
+0.5% +$6.78K 0.24% 100
2026
Q2 		$1.12M Buy
30,230
+332
+1% +$14.6K 0.2% 117
2026
Q1 		$1.41M Buy
29,898
+159
+0.5% +$6.23K 0.29% 91
2025
Q4 		$1.03M Sell
29,739
-877
-3% -$30.8K 0.22% 112
2025
Q3 		$1.06M Buy
30,616
+1,423
+5% +$47.7K 0.23% 110
2025
Q2 		$874K Buy
29,193
+270
+0.9% +$7.92K 0.22% 107
2025
Q1 		$977K Sell
28,923
-505
-2% -$16.5K 0.27% 95
2024
Q4 		$870K Sell
29,428
-814
-3% -$24.5K 0.23% 102
2024
Q3 		$949K Sell
30,242
-209
-0.7% -$7.07K 0.26% 90
2024
Q2 		$1.1M Sell
30,451
-289
-0.9% -$10.8K 0.34% 83
2024
Q1 		$1.16M Sell
30,740
-276
-0.9% -$9.9K 0.37% 78
2023
Q4 		$1.1M Buy
31,016
+213
+0.7% +$7.8K 0.4% 75
2023
Q3 		$1.19M Buy
30,803
+83
+0.3% +$3.08K 0.47% 66
2023
Q2 		$1.08M Buy
30,720
+638
+2% +$23.6K 0.42% 69
2023
Q1 		$1.14M Buy
30,082
+462
+2% +$17.3K 0.47% 67
2022
Q4 		$1.03M Buy
29,620
+2,042
+7% +$67.9K 0.47% 61
2022
Q3 		$787K Hold
27,578
– – 0.41% 65
2022
Q2 		$782K Hold
27,578
– – 0.35% 74
2022
Q1 		$811K Sell
27,578
-257
-0.9% -$7.84K 0.33% 79
2021
Q4 		$741K Buy
27,835
+450
+2% +$12.5K 0.34% 75
2021
Q3 		$748K Sell
27,385
-450
-2% -$11.3K 0.38% 70
2021
Q2 		$735K Sell
27,835
-25
-0.1% -$656 0.38% 70
2021
Q1 		$678K Hold
27,860
– – 0.39% 62
2020
Q4 		$572K Sell
27,860
-1,076
-4% -$20.3K 0.36% 69
2020
Q3 		$505K Sell
28,936
-3,431
-11% -$74.3K 0.34% 71
2020
Q2 		$755K Sell
32,367
-3,484
-10% -$83.6K 0.54% 55
2020
Q1 		$874K Buy
35,851
+1,019
+3% +$33K 0.68% 46
2019
Q4 		$1.32M Buy
34,832
+85
+0.2% +$3.23K 0.78% 45
2019
Q3 		$1.27M Sell
34,747
-103
-0.3% -$3.93K 0.86% 39
2019
Q2 		$1.44M Sell
34,850
-471
-1% -$19.8K 0.97% 29
2019
Q1 		$1.52M Buy
+35,321
New +$1.45M 1.1% 26

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Lantz Financial's BP Position: Q3 2026 in Review

Lantz Financial increased its BP (BP) stake by 0.52% in Q3 2026, buying an estimated $6.78K and bringing the position to 30,388 shares worth $1.34M. The position accounts for 0.24% of the portfolio, ranked #100.

Lantz Financial first reported a position in BP in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.52M in Q1 2019. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Lantz Financial held 30,388 shares of BP worth $1.34M as of Q3 2026.
  • Lantz Financial bought 158 BP shares in Q3 2026, an estimated $6.78K.
  • BP made up 0.24% of Lantz Financial's portfolio in Q3 2026, its #100 holding.
  • Lantz Financial first reported a position in BP in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's BP position peaked at $1.52M in Q1 2019.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.