Left Brain Wealth Management’s BP BP Stock Holding History

Left Brain Wealth Management’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	$619K	Hold	16,753	–	–	0.19%	58
2026 Q1	$787K	Hold	16,753	–	–	0.31%	46
2025 Q4	$582K	Hold	16,753	–	–	0.2%	55
2025 Q3	$577K	Hold	16,753	–	–	0.18%	66
2025 Q2	$501K	Hold	16,753	–	–	0.18%	66
2025 Q1	$566K	Hold	16,753	–	–	0.25%	57
2024 Q4	$495K	Sell	16,753 -5,000	-23%	-$150K	0.19%	66
2024 Q3	$683K	Hold	21,753	–	–	0.32%	55
2024 Q2	$785K	Hold	21,753	–	–	0.37%	47
2024 Q1	$820K	Hold	21,753	–	–	0.4%	44
2023 Q4	$770K	Hold	21,753	–	–	0.45%	48
2023 Q3	$842K	Hold	21,753	–	–	0.52%	45
2023 Q2	$768K	Hold	21,753	–	–	0.47%	52
2023 Q1	$876K	Sell	21,753 -1,199	-5%	-$44.8K	0.6%	47
2022 Q4	$802K	Buy	+22,952	New	+$764K	0.6%	41

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

Left Brain Wealth Management's BP Position: Q2 2026 in Review

Left Brain Wealth Management held its BP (BP) position steady in Q2 2026 at 16,753 shares worth $619K. The position accounts for 0.19% of the portfolio, ranked #58.

Left Brain Wealth Management first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $876K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Left Brain Wealth Management held 16,753 shares of BP worth $619K as of Q2 2026.
Left Brain Wealth Management left its BP share count unchanged in Q2 2026.
BP made up 0.19% of Left Brain Wealth Management's portfolio in Q2 2026, its #58 holding.
Left Brain Wealth Management first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
Left Brain Wealth Management's BP position peaked at $876K in Q1 2023.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.