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Legacy Investment Solutions’s BP BP Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$149K Buy
+4,972
New +$146K 0.08% 85
2024
Q4 		$160K Buy
4,972
+4,962
+49,620% +$149K 0.1% 75
2024
Q3 		$286 Buy
+10
New +$338 ﹤0.01% 651

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Investment Solutions's BP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in BP (BP) in Q2 2025: 4,972 shares worth $149K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BP in Q3 2024 and has held it in 3 quarters since. The position peaked at $160K in Q4 2024. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Legacy Investment Solutions held 4,972 shares of BP worth $149K as of Q2 2025.
  • BP was a new Legacy Investment Solutions position in Q2 2025.
  • BP made up 0.08% of Legacy Investment Solutions's portfolio in Q2 2025, its #85 holding.
  • Legacy Investment Solutions first reported a position in BP in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's BP position peaked at $160K in Q4 2024.
  • 1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.