Marks Group Wealth Management
BSY icon

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
Q3 		$648K Buy
20,267
+647
+3% +$21.8K 0.06% 242
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Marks Group Wealth Management's BSY Position: Q3 2026 in Review

Marks Group Wealth Management increased its Bentley Systems (BSY) stake by 3.3% in Q3 2026, buying an estimated $21.8K and bringing the position to 20,267 shares worth $648K. The position accounts for 0.06% of the portfolio, ranked #242.

Marks Group Wealth Management first reported a position in BSY in Q4 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Marks Group Wealth Management held 20,267 shares of Bentley Systems worth $648K as of Q3 2026.
  • Marks Group Wealth Management bought 647 Bentley Systems shares in Q3 2026, an estimated $21.8K.
  • Bentley Systems made up 0.06% of Marks Group Wealth Management's portfolio in Q3 2026, its #242 holding.
  • Marks Group Wealth Management first reported a position in Bentley Systems in Q4 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.