LF
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
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% -$7.83K 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 		$1.31M 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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

Lantz Financial's BP Position: Q2 2026 in Review

Lantz Financial increased its BP (BP) stake by 1.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 30,230 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #117.

Lantz Financial first reported a position in BP in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.52M in Q1 2019. 239 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Lantz Financial held 30,230 shares of BP worth $1.12M as of Q2 2026.
  • Lantz Financial bought 332 BP shares in Q2 2026, an estimated $14.6K.
  • BP made up 0.2% of Lantz Financial's portfolio in Q2 2026, its #117 holding.
  • Lantz Financial first reported a position in BP in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's BP position peaked at $1.52M in Q1 2019.
  • 239 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.