MSWA
BSY icon

Marshall & Sterling Wealth Advisors’s Bentley Systems BSY Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-8,675
Closed -$446K – 377
2025
Q3 		$446K Buy
8,675
+8,400
+3,055% +$460K 0.29% 60
2025
Q2 		$14.8K Buy
275
+12
+5% +$555 0.01% 284
2025
Q1 		$10.3K Buy
+263
New +$11.7K 0.01% 310

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BSY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 8,675 shares — an estimated $446K sold.

Marshall & Sterling Wealth Advisors first reported a position in BSY in Q1 2025 and held it in 3 quarters. The position peaked at $446K in Q3 2025. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 8,675 Bentley Systems shares in Q4 2025, an estimated $446K.
  • Marshall & Sterling Wealth Advisors first reported a position in Bentley Systems in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Bentley Systems position peaked at $446K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.