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Legacy Financial Advisors’s BHP BHP Stock Holding History

Legacy Financial Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,794
Closed -$602K – 400
2025
Q3 		$602K Buy
+10,794
New +$574K 0.08% 205
2025
Q1 		– Sell
-8,500
Closed -$415K – 364
2024
Q4 		$415K Buy
8,500
+3,899
+85% +$212K 0.07% 222
2024
Q3 		$286K Sell
4,601
-3,885
-46% -$215K 0.05% 282
2024
Q2 		$484K Buy
8,486
+1,248
+17% +$72.5K 0.09% 178
2024
Q1 		$418K Sell
7,238
-581
-7% -$34.8K 0.07% 198
2023
Q4 		$534K Buy
7,819
+3,420
+78% +$206K 0.1% 160
2023
Q3 		$250K Sell
4,399
-116
-3% -$6.78K 0.05% 221
2023
Q2 		$269K Buy
4,515
+871
+24% +$51.9K 0.05% 209
2023
Q1 		$231K Buy
3,644
+147
+4% +$9.48K 0.05% 222
2022
Q4 		$217K Buy
+3,497
New +$197K 0.05% 222
2022
Q2 		– Sell
-4,676
Closed -$322K – 223
2022
Q1 		$322K Buy
+4,676
New +$284K 0.07% 155
2019
Q2 		– Sell
-1,215
Closed -$59K – 211
2019
Q1 		$59K Buy
1,215
+294
+32% +$13.4K 0.02% 248
2018
Q4 		$40K Buy
921
+494
+116% +$20.7K 0.02% 278
2018
Q3 		$18K Sell
427
-66
-13% -$2.86K 0.01% 388
2018
Q2 		$22K Buy
493
+66
+15% +$2.86K 0.01% 357
2018
Q1 		$17K Hold
427
– – 0.01% 387
2017
Q4 		$17K Buy
+427
New +$16.1K 0.01% 389

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Financial Advisors's BHP Position: Q4 2025 in Review

Legacy Financial Advisors sold out of BHP (BHP) in Q4 2025, closing a stake of 10,794 shares — an estimated $602K sold.

Legacy Financial Advisors first reported a position in BHP in Q4 2017 and held it in 17 quarters. The position peaked at $602K in Q3 2025. 682 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

  • Legacy Financial Advisors reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,794 BHP shares in Q4 2025, an estimated $602K.
  • Legacy Financial Advisors first reported a position in BHP in Q4 2017 and held it in 17 quarters.
  • Legacy Financial Advisors's BHP position peaked at $602K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.