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Marks Group Wealth Management’s Bentley Systems BSY Stock Holding History

Marks Group Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Buy
19,620
+1,576
+9% +$51.3K 0.05% 254
2026
Q1 		$634K Buy
18,044
+9,046
+101% +$332K 0.06% 227
2025
Q4 		$343K Buy
+8,998
New +$410K 0.03% 275

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marks Group Wealth Management's BSY Position: Q2 2026 in Review

Marks Group Wealth Management increased its Bentley Systems (BSY) stake by 8.7% in Q2 2026, buying an estimated $51.3K and bringing the position to 19,620 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #254.

Marks Group Wealth Management first reported a position in BSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $634K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Marks Group Wealth Management held 19,620 shares of Bentley Systems worth $586K as of Q2 2026.
  • Marks Group Wealth Management bought 1,576 Bentley Systems shares in Q2 2026, an estimated $51.3K.
  • Bentley Systems made up 0.05% of Marks Group Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Marks Group Wealth Management first reported a position in Bentley Systems in Q4 2025 and has held it in 3 quarters since.
  • Marks Group Wealth Management's Bentley Systems position peaked at $634K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.