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LifeSteps Financial’s BP BP Stock Holding History

LifeSteps 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 		$11.4K Buy
+309
New +$13.6K 0.01% 391
2024
Q2 		– Sell
-109
Closed -$4.11K – 124
2024
Q1 		$4.11K Buy
+109
New +$3.91K ﹤0.01% 353

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
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 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

LifeSteps Financial's BP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in BP (BP) in Q2 2026: 309 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BP as recently as Q1 2024.

LifeSteps Financial first reported a position in BP in Q1 2024 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • LifeSteps Financial held 309 shares of BP worth $11.4K as of Q2 2026.
  • BP was a new LifeSteps Financial position in Q2 2026.
  • BP made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #391 holding.
  • LifeSteps Financial first reported a position in BP in Q1 2024 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.