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Merit Financial Group’s BHP BHP Stock Holding History

Merit Financial Group’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
16,017
+2,253
+16% +$187K 0.01% 930
2026
Q1 		$1M Buy
13,764
+489
+4% +$34.6K 0.01% 981
2025
Q4 		$801K Buy
13,275
+4,517
+52% +$257K 0.01% 1042
2025
Q3 		$488K Buy
8,758
+2,130
+32% +$113K ﹤0.01% 1205
2025
Q2 		$319K Buy
+6,628
New +$319K ﹤0.01% 1311
2024
Q4 		– Sell
-3,221
Closed -$200K – 1153
2024
Q3 		$200K Buy
+3,221
New +$178K ﹤0.01% 792

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Merit Financial Group's BHP Position: Q2 2026 in Review

Merit Financial Group increased its BHP (BHP) stake by 16% in Q2 2026, buying an estimated $187K and bringing the position to 16,017 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #930.

Merit Financial Group first reported a position in BHP in Q3 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Merit Financial Group held 16,017 shares of BHP worth $1.33M as of Q2 2026.
  • Merit Financial Group bought 2,253 BHP shares in Q2 2026, an estimated $187K.
  • BHP made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #930 holding.
  • Merit Financial Group first reported a position in BHP in Q3 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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